Award-winning advisor takes a “family model” approach
Cindy Boury didn't like the way her financial advisor spoke to her 25 years ago. Now she runs her own branch.
- By: Leah Golob
- December 12, 2022 December 15, 2022
- 00:15
Latest news in Building Your Business
Making the most of an RRSP/RRIF when moving to the U.S.
In many cases, doing nothing is the best option
- By: Michael McKiernan
- November 21, 2022 November 21, 2022
- 00:21
How to maximize retirement income in inflationary times
Financial advisors must look for flexibility in spending, taxation and government benefits
- By: Rudy Mezzetta
- November 21, 2022 November 21, 2022
- 00:18
Helping aging clients in the new compliance regime
The rules are changing for older and vulnerable clients as the proportion of Canadians navigating retirement increases
- By: Katie Keir
- November 21, 2022 November 21, 2022
- 00:18
Help your clients find their “Independence Day”
When setting a retirement date, several factors must be considered, including clients’ goals, circumstances and worst-case scenarios
- By: Maddie Johnson
- November 21, 2022 November 21, 2022
- 00:17
What’s going on with ALDAs and VPLAs?
These annuities are designed to help clients reduce longevity risk. Pension experts call for wider availability
- By: Susan Goldberg
- November 21, 2022 December 6, 2023
- 00:16
What you need to know about new RRSP reporting rules
The proposed regime will allow the CRA to identify accounts that have grown significantly
- By: Rudy Mezzetta
- November 21, 2022 November 21, 2022
- 00:15
Keep your practice profitable in times of inflation
You can increase profits by reducing expenses, but any cuts must be made with caution and without lowering your value in the eyes of clients
- By: George Hartman
- October 31, 2022 October 28, 2022
- 00:12
Conduct a smooth software rollout
Advisors say they are not consulted when their firms foist new software systems on them. Here's how some firms get it right
- By: Danny Bradbury
- October 31, 2022 October 28, 2022
- 00:09
Taking clients beyond the numbers
Natasha Knox uses her training in financial therapy to help clients become aware of their attitudes toward money
- By: Leah Golob
- October 11, 2022 October 19, 2022
- 00:05
‘Advice-only’ advisor targets an underserved market
Andrea Thompson wanted to make financial planning available to "average Canadians." So, she launched her virtual firm, Modern Cents, this year
- By: Leah Golob
- August 29, 2022 January 3, 2024
- 00:10
What true diversification means
Duane Ledgister likes alternatives for his business-owner clients
- By: Daniel Calabretta
- May 16, 2022 May 13, 2022
- 00:07
Leading by example
Branch manager Shelly Lairar takes good care of her colleagues, her clients and her community
- By: Jeff Buckstein
- April 19, 2022 April 18, 2022
- 00:11
A commitment to clients and community
Trixie Rowein made a special effort to keep in touch with clients during the pandemic while remaining active with local charities
- By: Jeff Buckstein
- March 21, 2022 March 20, 2022
- 00:11
New skills for a “new normal”
Advisors will need to adjust their practices to meet the future needs of clients
- By: George Hartman
- March 21, 2022 June 9, 2023
- 00:05
Tech test: How innovative is your practice?
Are you on the leading edge of technology or is your business falling behind? Take the quiz
- By: Danny Bradbury
- March 21, 2022 March 20, 2022
- 00:04
Minimizing bias when working with clients
Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals
- By: Leah Golob
- March 21, 2022 March 18, 2022
- 00:03
Welcome aboard: Choosing a client onboarding platform
Paper forms and “wet” signatures are being replaced by efficient digital systems that interact with CRM software
- By: Greg Meckbach
- February 22, 2022 February 22, 2022
- 00:08
Smart technology to improve your practice
AI is in everything from your mobile phone to your car. The tech also should be a part of your financial advisory business
- By: Danny Bradbury
- February 22, 2022 March 1, 2022
- 00:07
Investing in tech during a tumultuous time
Recent volatility should not deter clients from adding technology to their portfolios.
- By: Rudy Luukko
- February 22, 2022 February 18, 2022
- 00:06
Crypto: “Crazy rodeo” or suitable investment?
While advisors remain skeptical, ETF providers, institutional investors and regulators are giving cryptocurrency an air of legitimacy
- By: Rudy Mezzetta
- February 22, 2022 November 30, 2022
- 00:05
3 technology developments investors should watch
From digital ledger to the metaverse, these innovations are already transforming business processes
- By: Michelle Schriver
- February 22, 2022 February 22, 2022
- 00:04
Staying connected as Covid persists
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
- By: Maddie Johnson
- January 24, 2022 January 24, 2022
- 00:07
Knowing your practice means understanding the numbers
In order to assess the value of your business, you must look beyond AUM, revenue and expenses
- By: George Hartman
- January 24, 2022 March 16, 2022
- 00:00
Knowing when not to give advice
Sometimes your best approach is to refer your client to a lawyer or other professional
- By: Maddie Johnson
- December 13, 2021 December 10, 2021
- 00:08