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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…

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…

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…

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 February 22, 2018
  • 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…

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…

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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…

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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

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…

Awaiting a decision

After a year of intense debate over a ban on embedded commissions, all eyes are on the CSA

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

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

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

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

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

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

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

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

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 March 29, 2018
  • 00:09

Should clients delay taking benefits?

The advantages of making early RRSP withdrawals and postponing CPP and OAS benefits can be substantial

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…

Looking beyond the money

Halifax advisor Wendy Brookhouse believes the key to financial success for her clients lies in addressing the comprehensive range of issues they face - and…

Prepare for the worst

You are required to have a plan in place should your business be disrupted by a natural or unnatural disaster, such as a storm, fire…

Offer “frequent flier” service

Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their…

Tech Tips: Presentations with pizzazz

With the wide variety of software tools available, you can stick with the tried-and-true PowerPoint and Keynote applications, or go with one of the less…