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Taking control of paperwork

The law requires that your clients store tax receipts and other documents for several years. A variety of digital options are available to make scanning,…

Beware of pitfalls when selling homes

New rules for the principal residence capital gains exemption mean that keeping precise records of residence sales in a range of situations is critical for…

Audits on large TFSAs ramped up

Canada's tax agency is taking a closer look at accounts with significant balances - and is considering other factors - to determine whether accountholders should…

Tech Tips: Upgrading your tablet device

Whether you use an iPad or a device powered by the Android or Windows system, tablets are getting bigger, better and more like laptops. Here…

Meet the family

Family meetings are important estate planning tools

Your musculoskeletal expert

Chiropractic care has long been a popular form of natural health care that corrects misalignments in the spine. Although most patients visit chiropractors seeking relief…

Should I trust an outside provider?

Outsourcing some aspects of a financial advisory practice is becoming increasingly popular because there are more options available and technology has made delivery of services…

From back entrance to hall of fame

Kiki Delaney remembers having to sneak into company meetings held in clubs that would admit only men. Now, she is a member of the Order…

  • By: Leah Golob
  • September 21, 2017 December 18, 2017
  • 23:50

From troubled youth to clients

Al Jones used to work on a government farm teaching life skills to kids with big problems. Now, he's a financial advisor who advises clients…

Tai chi: The slow way to good health

Tai chi is an increasingly popular system of gentle exercises that’s credited with a host of health benefits. Barbara Taylor can attest to its power.…

Tech Tips: Getting more from Google

As potential clients turn to Internet searches to find both answers to their questions and service providers of all stripes, keeping your website at the…

The connective power of YouTube

With more than one billion users, YouTube LLC’s video-sharing platform offers an enormous reach that can help financial advisors connect with their clients and prospects.…

  • By: Leah Golob
  • August 24, 2017 December 18, 2017
  • 23:45

Retirement myths and mistakes

Help your clients avoid these common misconceptions and missteps that can put their retirement at risk

Tax included

Adding tax-planning to your menu of services can help you retain clients and gain new ones

  • By: Leah Golob
  • July 27, 2017 December 18, 2017
  • 23:45

Tech Tips: Find a good home for your website

Third-party web-hosting companies specialize in running websites for businesses such as yours. Here are some tips to help you in selecting one that's right for…

Rewriting the rules

When Paul Tyers wanted to establish referral relationships with accounting firms, the regulations said it couldn't be done. So he helped the regulators rewrite the…

What’s your practice worth?

Early valuations and regular reviews can help you determine whether you can make the transition to retirement at any time. You also can account for…

Breaking the “old school” image

Once a high net-worth advisor, Shannon Lee Simmons set out on her own to provide advice and financial education to an underserved market of younger,…

  • By: Leah Golob
  • June 22, 2017 December 18, 2017
  • 23:45

Coach: If I were an advisor

The starting point for any business owner is his or her vision of the future - what the advisor wants his or her world to…

Travel plans

A little advice for your clients before they take off for vacation — on issues such as insurance, currencies and cybersecurity — can prevent serious…

Retirement income specialist

While most advisors spend their careers helping their clients accumulate assets, Ian Moyer focuses on helping older clients convert their retirement savings into income. "A…

What your clients should know about POA

Granting power of attorney is a difficult but important decision. You can help your clients make the right choice

Keeping it confidential

Making sure your plans to sell your business are under wraps is critical, especially in the early stages. Here are some strategies to help you…

Three steps toward success

Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from…

Tech Tips: Tech makes bookkeeping easy

No one need manage their books manually in 2017. A variety of software tools cover every aspect of bookkeeping and accounting so you can spend…