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…
- By: Danny Bradbury
- March 1, 2018 November 6, 2019
- 00:10
Latest news in Building Your Business
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
- By: Leah Golob
- March 1, 2018 November 6, 2019
- 00:09
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…
- By: Danny Bradbury
- March 1, 2018 November 6, 2019
- 00:08
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
- By: Fiona Collie
- February 15, 2018 November 9, 2019
- 00:16
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…
- By: Fiona Collie
- February 15, 2018 November 9, 2019
- 00:15
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…
- By: donalee Moulton
- February 15, 2018 November 9, 2019
- 00:14
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…
- By: Wendy Cuthbert
- February 15, 2018 November 9, 2019
- 00:13
Technology and the art of advice
Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests…
- By: Leah Golob
- February 15, 2018 November 9, 2019
- 00:12
The winners: Advisors who adapt
Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional…
- By: George Hartman
- February 15, 2018 November 9, 2019
- 00:11
Tech Tips: The tech-savvy office
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
- By: Danny Bradbury
- February 15, 2018 November 9, 2019
- 00:10
The letters after your name
From CFP to CDFA, the designations on your business card can be confusing to your clients, but are important to your career. Here's a guide…
- By: Wendy Cuthbert
- February 5, 2018 November 6, 2019
- 00:12
Overcoming the Big Five challenges
Several trends shaping the financial advisory business will affect your practice. The keys to coming out ahead lie in improving your service and embracing technology
- By: George Hartman
- February 5, 2018 November 6, 2019
- 00:11
A diplomatic approach
With a background in accounting and the mutual fund business, Prem Malik provides a wide range of services to his clients. He believes in listening…
- By: Dwarka Lakhan
- February 5, 2018 November 6, 2019
- 00:10
The regulatory conundrum
The big issue is the fate of the proposed Co-operative Capital Markets Regulator. But other issues will contribute in making 2018 a confusing year
- By: James Langton
- January 15, 2018 November 9, 2019
- 00:17
Innovation, international growth
Canada's Big Six banks seek new ways to embrace technology - including working with fintech firms and incorporating AI into banking services
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:16
Fintech firms target expansion
With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas
- By: Fiona Collie
- January 15, 2018 November 9, 2019
- 00:15
ETFs and mutual funds to overlap
Both markets are poised to enjoy healthy growth in 2018, but the ETF market is broadening beyond products that mimic key benchmark indices
- By: Jade Hemeon
- January 15, 2018 November 9, 2019
- 00:14
Expect an insurance shakeup
Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others
- By: Megan Harman
- January 15, 2018 November 9, 2019
- 00:13
Insurance: Tough times for MGAs
A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors
- By: Megan Harman
- January 15, 2018 November 9, 2019
- 00:12
An eventful year in tax policy
The federal government must find a way to proceed with changes to the tax rules affecting private corporations and respond appropriately to U.S. tax cuts
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:11
Focusing on the next generation
Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace
- By: Fiona Collie
- January 15, 2018 November 9, 2019
- 00:10
A major tipping point for RI?
Asset-management companies increasingly are integrating environmental, social and corporate governance factors into the selection and management of investments as investors' interest in responsible investing grows
- By: Leah Golob
- January 15, 2018 November 9, 2019
- 00:09
Should clients delay taking benefits?
The advantages of making early RRSP withdrawals and postponing CPP and OAS benefits can be substantial
- By: Rudy Mezzetta
- December 22, 2017 November 6, 2019
- 00:50
Tech Tips: Highly effective calendar apps
There are many calendar and productivity applications that can help you take control of your schedule. Some can be shared with other team members and…
- By: Danny Bradbury
- December 22, 2017 November 6, 2019
- 00:50