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Following your own advice

After decades of helping clients plan for retirement, do you have a plan of your own?

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When should I sell my practice?

The decision to make your exit now or wait five years isn't binary. Many variables could affect the outcome of your choice

September 2018, page 24, image of Jennifer Ridedout

A quest for knowledge

Jennifer Rideout believes in education - for advisors and for her clients' children. She is a great advocate of registered education savings plans

Canadian money in the black wallet

Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

A far-sighted approach to business

History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing…

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Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

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DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…

Investment Executive July 2018 page 16

An experienced mediator

Angela Mercier has a resumé that includes several positions in both the automotive industry and the financial services sector. Her practice offers two distinct services:…

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Moving on up

Many investment advisors are making the move to become portfolio managers, which enables them to spend more time with financial planning and investment management. The…

When you’ve bitten off too much

Acquiring a book of business can result in an overwhelming increase in your workload. Here is a strategy to help you and your team manage…

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Tech Tips: Keep your passwords safe

Those secret codes you create for your online accounts are inherently insecure, but there are steps you can take and tools you can use to…

Create a “must read” e-newsletter

A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all

Family practice

McKenzie Esposito plays an important role in his family's financial advisory firm. As part of the firm's succession plan, he communicates well with the children…

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Mental capacity: the advisor’s role

When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?

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Clients and mental capacity

As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…

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Succession plan begins with a vision

The emotional aspects of making the transition to retirement can be the most challenging of all. The cases of two advisors demonstrate the importance of…

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Should your client use a corporate executor?

Hiring a professional to administer the terms of a will can be expensive. But in cases involving a large, complex or potentially contentious estate, an…

Investment Executive table: Catalyst for referrals

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

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Tech Tips: Roam, without getting robbed

Using your cellphone for calls, text and data while travelling can lead to some surprising charges when you get home. Here are some ways to…

Lessons in resilience

Jackie Porter had to find a way to support herself at an early age. Now, she advises clients on surviving life's setbacks

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Cybercrime is on the rise

Research indicates that 2017 was the worst year ever for breaches in storage of personal data around the world, and this year is not looking…

Brave new way of doing business

As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients

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Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…

Social media: Getting it right

As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and…

Avoid technology’s health risks

Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time…