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How collaboration is improving advice

Professionals unite to meet industry challenges

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Artificial intelligence can boost compliance

Machine learning and data analytics will play growing roles in helping regulators find wrongdoing

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Liquid alts could use troubled waters

A look at how this product category is faring a year after its introduction

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Regulators to focus on big projects

With the concept of a national regulator in limbo, the CSA plans to review the self-regulatory structure

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Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

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Standards needed for RI products

Investors have shown interest in responsible investments. But what makes an investment responsible?

Taking care of business clients

Taking care of business owners

Self-employed clients can be a joy to work with, but they present unique challenges

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From survival to significance

What financial advisors can expect at each stage of growth

Cultivating agricultural clients

Cultivating agricultural clients

Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies

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Exploring fixed-income alternatives

Senior clients hunting for yield may consider instruments such as mortgage investment corporations and split shares

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HNW clients and the OAS clawback

Don't cloud your client's retirement picture out of fear of this "recovery" tax

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A private tunnel for your data

A VPN enables you to exchange information safely with your office, no matter where you are

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Preparing for a compliance audit

You can minimize compliance risk by keeping thorough, up-to-date records

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Responsible retirement saving

Research shows that RI does not lead to poorer returns

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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

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Are your older clients adequately insured?

Determine any gaps in insurance by matching their assets and their needs to their liabilities

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

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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

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

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A lesson on limits

A recent court case demonstrates the importance of clients keeping track of their maximum RRSP contributions

Special Report on Taxes, November 2019

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…

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Relief for clients managing estates

Ontario government has lowered probate fees and extended the filing deadline for estate information returns

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The fate of TFSAs upon death

In general, there are three potential outcomes when a TFSA accountholder dies, depending on the preparations made

  • By: Leah Golob
  • November 1, 2019 November 6, 2019
  • 00:14
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An active approach to passive income

Ontario and New Brunswick chose not to mirror the new small-business deduction rules, but clients outside those provinces need to plan for clawback