Value of partnership
Working with a partner can help you grow your business while making sure your clients get the best service available throughout the year
Latest news in Building Your Business
Strategy begins with vision
There is a natural order to the creation of a long-term plan for any business. Begin your planning with a clear vision of what you…
- By: George Hartman
- April 5, 2019 April 4, 2019
- 10:09
On deadline: Tax tips
Even if you don't prepare your clients' taxes, you can help with these pointers
- By: Dwarka Lakhan
- April 5, 2019 April 4, 2019
- 10:08
Tech Tips: Tax software for your clients
Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device
- By: Danny Bradbury
- April 5, 2019 April 9, 2019
- 10:07
Your clients should feel valued
Clients often feel unimportant because of advisors' failure to manage the experience
- By: Dan Richards
- March 8, 2019 April 9, 2019
- 15:12
After the rush: Post-RRSP reviews
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
- By: Dwarka Lakhan
- March 8, 2019 April 18, 2019
- 15:11
Your clients and mental health
Problems such as depression and addiction can affect a client's ability to make financial decisions
- By: Leah Golob
- March 8, 2019 April 9, 2019
- 15:10
Technology with a personal touch
A varied, international education gives Ahilan Balachandran a unique perspective on financial services
- By: Grant McIntyre
- March 8, 2019 March 17, 2019
- 15:09
Taming the robo beast
Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These…
- By: Dwarka Lakhan
- March 8, 2019 March 17, 2019
- 15:08
Fintech’s slow, deliberate growth
While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change
- By: Katie Keir
- February 12, 2019 March 17, 2019
- 00:13
Ten essential practice technologies
Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice
- By: George Hartman
- February 12, 2019 April 9, 2019
- 00:12
Tech Tips: Top tech mistakes
Careful planning will save time, money - and aggravation
- By: Danny Bradbury
- February 12, 2019 April 9, 2019
- 00:11
Locking out the bad guys
Viruses and other malicious software can pose a threat to your computer and mobile devices. Protecting your devices can be inexpensive and easy with these…
- By: Danny Bradbury
- February 12, 2019 March 17, 2019
- 00:10
Embracing innovation
A majority of wealth-management companies worldwide rate technology as difficult to master, but banks are committed to developing innovations that help advisors meet clients' needs
- By: Michelle Schriver
- February 12, 2019 March 17, 2019
- 00:09
Hazardous to your health?
Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices
- By: Woodrow Pelley
- February 12, 2019 March 17, 2019
- 00:08
Headwinds approaching
The financial services industry faces many challenges this year, including slowing growth, rising interest rates and changes to the regulatory framework
- By: James Langton
- January 21, 2019 March 17, 2019
- 00:12
A disruptive force
The Ontario government, elected last June, has a policy of deregulation in general, but also is willing to interfere with policy-making directly
- By: James Langton
- January 21, 2019 April 16, 2019
- 00:11
Gradual shifts in the fund industry
As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now -…
- By: Dwarka Lakhan
- January 21, 2019 April 15, 2019
- 00:10
Consolidation on the horizon
Squeezed by rising operations costs, heavier compliance burdens, shifting client expectations and tougher competition, independent asset-management firms increasingly are open to fielding attractive offers of…
- By: Rudy Mezzetta
- January 21, 2019 March 17, 2019
- 00:09
Interest rates point to bleak outlook
A flat yield curve — or, worse, an inverted one — will make business for banks, life insurance companies and utilities more difficult. Either curvature…
- By: Andrew Allentuck
- January 21, 2019 March 17, 2019
- 00:08
Don’t expect major tax reform
Tax specialists anticipate narrowly targeted changes, as opposed to broad-based tax cuts, in the upcoming federal budget as the Liberals prepare for an election
- By: Rudy Mezzetta
- January 21, 2019 March 17, 2019
- 00:07
Will clients embrace alternatives?
New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives
- By: Michelle Schriver
- January 21, 2019 March 17, 2019
- 00:06
Financial planning’s persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical
- By: Fiona Collie
- January 21, 2019 April 18, 2019
- 00:05
Embracing behavioural finance
Helping clients identify how emotion affects their decision-making process regarding investing will become even more important if stock markets or the economy take a turn…
- By: Mark Burgess
- January 21, 2019 March 17, 2019
- 00:04
Catching the RI wave
Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015
- By: Katie Keir
- January 21, 2019 March 17, 2019
- 00:03