Business planning for a post-pandemic world
Covid-19 has forever altered financial advisory practice management. Advisors who learn from the experience will thrive
- By: George Hartman
- December 13, 2021 December 10, 2021
- 00:05
Latest news in Building Your Business
Timing is everything when it comes to government benefits
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income
- By: Jeff Buckstein
- November 22, 2021 November 4, 2022
- 00:13
Real tips for managing retirement spending
We spoke with six advisors
- By: Maddie Johnson
- November 22, 2021 November 4, 2022
- 00:12
TFSAs: an underused retirement planning tool
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
- By: Jeff Buckstein
- November 22, 2021 November 4, 2022
- 00:11
New products aim to close retirement income gap
Managing longevity risk while providing steady income poses a challenge
- By: Susan Goldberg
- November 22, 2021 November 4, 2022
- 00:09
The advisor’s retirement: Making a smooth transition
Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan
- By: Katie Keir
- November 22, 2021 November 4, 2022
- 00:08
Take a load off
Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time
- By: Brooke Smith
- November 22, 2021 November 4, 2022
- 00:07
Reducing mortality risk
Elderly clients can take steps to help themselves enjoy longer, healthier lives
- By: Leah Golob
- November 22, 2021 November 4, 2022
- 00:03
Model portfolios: Inflation protection for senior clients
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
- By: Brynna Leslie
- November 22, 2021 November 4, 2022
- 00:02
Should you work with a coach?
Mid-tier or mid-career advisors often benefit most from coaching
- By: George Hartman
- November 1, 2021 October 29, 2021
- 00:00
Listen before you build
Kevin Burkett said advisors starting a firm should ditch a defined plan and be open to input instead
- By: Leah Golob
- October 12, 2021 October 8, 2021
- 00:06
Making financial advice a family matter
Elke Rubach was a successful lawyer when she discovered her passion for helping people understand finances
- By: Jeff Buckstein
- August 30, 2021 August 30, 2021
- 00:08
Planning is key to securing digital assets
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
- By: Maddie Johnson
- August 30, 2021 August 30, 2021
- 00:07
Planting seeds for success
Peter Simons brings a passion for teaching to CPN Financial Services, a business his father established
- By: Greg Dalgetty
- June 14, 2021 June 14, 2021
- 00:03
There’s a silver lining for “silver splitters”: Amicability
With the court system backlogged, older clients may want to split up on good terms
- By: Maddie Johnson
- May 17, 2021 June 14, 2021
- 00:03
So your client wants to help their child buy a home…
Make sure your clients aren’t derailing other financial goals by helping their children
- By: Maddie Johnson
- April 19, 2021 June 14, 2021
- 00:06
How wealthtech is changing advice
There are more tech tools than ever before, but clients still value the human touch
- By: Katie Keir
- March 22, 2021 March 19, 2021
- 00:07
What’s in a plan?
Know the difference between your strategic plan and your business plan — and many other plans
- By: George Hartman
- March 22, 2021 March 25, 2021
- 00:06
Generosity reaps rewards
Dan Wynnyk, senior vice-president and investment advisor with the Waterfront Group, helps many of his wealthy clients give to charity
- By: Greg Dalgetty
- February 22, 2021 February 24, 2021
- 00:11
How banks are harnessing artificial intelligence
Financial services firms are using AI to create smart trading platforms and identify client needs
- By: Fiona Collie
- February 22, 2021 February 24, 2021
- 00:10
Time for automatic tax filing?
The government has proposed automated returns for simple tax situations
- By: Rudy Mezzetta
- February 22, 2021 February 24, 2021
- 00:09
Adapting to digital estate planning
There are many online tools, but which ones are best suited to you and your clients?
- By: donalee Moulton
- February 22, 2021 February 24, 2021
- 00:08
Secure your home office
If you rushed into working from home, your systems may be vulnerable
- By: Danny Bradbury
- February 22, 2021 February 24, 2021
- 00:07
Are your texts to clients compliant?
Clients may prefer communicating via texts, but be careful about the information you exchange
- By: Leah Golob
- February 22, 2021 February 24, 2021
- 00:06
Economic recovery looks K-shaped in many countries
The pandemic has exacerbated income inequality, and many low-wage workers have no job to return to
- By: Catherine Harris
- January 25, 2021 January 25, 2021
- 00:08