Health apps and gadgets for seniors
Digital technology can not only help your older clients stay healthy. Some devices can even save lives
- By: Woodrow Pelley
- January 31, 2020 January 29, 2020
- 00:04
Latest news in Building Your Business
Storm clouds on the horizon?
Despite global political and trade tensions, economic fundamentals remain relatively sound
- By: Catherine Harris
- January 17, 2020 January 14, 2020
- 00:11
Firms face barriers to ETF market
Mutual fund dealers would like to join the ETF world, but hurdles abound
- By: Katie Keir
- January 17, 2020 February 23, 2021
- 00:10
How collaboration is improving advice
Professionals unite to meet industry challenges
- By: Michelle Schriver
- January 17, 2020 January 14, 2020
- 00:09
Artificial intelligence can boost compliance
Machine learning and data analytics will play growing roles in helping regulators find wrongdoing
- By: Rudy Mezzetta
- January 17, 2020 January 14, 2020
- 00:08
Liquid alts could use troubled waters
A look at how this product category is faring a year after its introduction
- By: Mark Burgess
- January 17, 2020 January 14, 2020
- 00:07
Regulators to focus on big projects
With the concept of a national regulator in limbo, the CSA plans to review the self-regulatory structure
- By: James Langton
- January 17, 2020 January 14, 2020
- 00:06
Positioning portfolios for a slowdown
Should clients stay the course, exit the market or review their asset mix?
- By: Dwarka Lakhan
- January 17, 2020 January 17, 2020
- 00:05
Standards needed for RI products
Investors have shown interest in responsible investments. But what makes an investment responsible?
- By: Greg Dalgetty
- January 17, 2020 August 22, 2022
- 00:04
Taking care of business owners
Self-employed clients can be a joy to work with, but they present unique challenges
- By: Catherine Harris
- December 6, 2019 December 4, 2019
- 00:14
From survival to significance
What financial advisors can expect at each stage of growth
- By: George Hartman
- December 6, 2019 December 4, 2019
- 00:13
Cultivating agricultural clients
Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies
- By: Patricia Chisholm
- December 6, 2019 December 4, 2019
- 00:12
Exploring fixed-income alternatives
Senior clients hunting for yield may consider instruments such as mortgage investment corporations and split shares
- By: Andrew Allentuck
- December 6, 2019 December 4, 2019
- 00:11
HNW clients and the OAS clawback
Don't cloud your client's retirement picture out of fear of this "recovery" tax
- By: Rudy Mezzetta
- December 6, 2019 December 10, 2019
- 00:10
A private tunnel for your data
A VPN enables you to exchange information safely with your office, no matter where you are
- By: Danny Bradbury
- December 6, 2019 December 4, 2019
- 00:09
Preparing for a compliance audit
You can minimize compliance risk by keeping thorough, up-to-date records
- By: Dwarka Lakhan
- December 6, 2019 December 4, 2019
- 00:08
Responsible retirement saving
Research shows that RI does not lead to poorer returns
- By: Greg Dalgetty
- November 15, 2019 November 18, 2019
- 00:11
Making your practice senior-friendly
Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best
- By: Leah Golob
- November 15, 2019 November 14, 2019
- 00:10
Are you too conservative with your senior clients’ portfolios?
Low rates and clients' longevity challenge traditional asset allocation, yet moving beyond the status quo is also a challenge
- By: Michelle Schriver
- November 15, 2019 December 19, 2019
- 00:09
Are your older clients adequately insured?
Determine any gaps in insurance by matching their assets and their needs to their liabilities
- By: Dwarka Lakhan
- November 15, 2019 November 14, 2019
- 00:08
Education is part of a healthy retirement
With many institutions offering free courses for seniors, there are several options for retirees who want to be lifelong learners
- By: Woodrow Pelley
- November 15, 2019 November 14, 2019
- 00:07
Tech Tips: Cybersecurity for retirees
While seniors are increasingly tech-savvy, scammers are becoming more sophisticated. Share this list of tips with your senior clients
- By: Danny Bradbury
- November 15, 2019 November 14, 2019
- 00:06
Helping clients prepare for the unexpected
Conversations about the possibility of job loss, divorce and illness are unpleasant but necessary elements of a truly proactive financial plan
- By: donalee Moulton
- November 15, 2019 August 10, 2020
- 00:05
A lesson on limits
A recent court case demonstrates the importance of clients keeping track of their maximum RRSP contributions
- By: Patricia Chisholm
- November 15, 2019 November 14, 2019
- 00:04
CRA takes aim at the wealthy
The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to…
- By: Rudy Mezzetta
- November 1, 2019 November 6, 2019
- 00:16