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Emotional Stress, Bankruptcy, Finance

Financial stress is impacting work performance, survey finds

The rising costs of living and overwhelming debt were among the biggest sources of stress

term insurance

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

As population ages, more Canadians find themselves in caregiving role

Many are making sacrifices to juggle their responsibilities with their daily routines

  • By: Staff
  • August 12, 2019 August 12, 2019
  • 12:27

U.S. healthcare options for Canadians

Accessing coverage is complex, but there are solutions

Advisor’s Edge launches Prosper, a podcast for financial advisors

The program hosted by Bruce Sellery covers practice management issues

  • By: Staff
  • August 1, 2019 August 1, 2019
  • 16:00
Beautiful setting for outdoors wedding ceremony

Saying ‘I do!’ to a financial plan

How to get your clients to commit

Financial or investment time counting with hourglass or sandglass and stack of coins on wooden table with white background.

Pension or commuted value: 7 criteria to make the decision

Help clients who have changed employers

Emotional Stress, Bankruptcy, Finance

Canadian consumer insolvencies on the rise

Data from May show an 8.6% year-over-year increase

  • By: Staff
  • July 4, 2019 July 4, 2019
  • 10:55
Person marking the date of the 15th with a pencil on a blank calendar with date squares as a reminder of an important day or to schedule a meeting or event

Presenting an impactful financial plan

Five steps for success

Financial Advisor Assisting Senior Couple

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:03
Pensioners, friends sitting in the park and resting - concept of a retirement age

Do you really know how to express empathy to clients?

Connect with clients more effectively with these tips from STEP Canada

INSET PHOTO: ANDRESR / ISTOCK PHOTO

Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

ILLUSTRATIONS: LUCKY GUY / ISTOCKPHOTO; ICONS: 123RF STOCK PHOTO

Why risk assessments should be at the centre of client relationships

A look at how tech and behavioural science are changing KYC

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t

INSET PHOTO: ANDRESR / ISTOCK PHOTO

How do you ensure clients don’t check out during a conversation?

Advisors weigh in

Businesswomen

Advisor rating site to offer marketing platform

The new site's ratings are based on performance, fees, contact and serving clients' best interests

HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Canadians want a lifetime income. Why aren’t advisors talking about it?

Many clients see the omission as a reason to change advisors

Business People Handshake Greeting Deal Concept

Managing multiple goals when selling a family business

A case study of a complex process

GARY WATERS / GETTY IMAGES

Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

PHOTO: QUNAMAX; ICON: CSA IMAGES; BOTH VIA ISTOCKPHOTO;

Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

123 RFSTOCK PHOTO

10 tips for a good business card

And why the old-school tools still matter

MARK AIRS / GETTY IMAGES

Was there a time you felt heard or ignored by your advisor?

Clients share their stories

  • By: Sharon Ho
  • March 25, 2019 March 25, 2019
  • 00:00
AIDAN MORGAN

Client Confidential: Elan Morgan

A 'late financial bloomer' recovers from income tax woes

minimizing tax at death rrsp

Help women plan for retirement shortfall

Four tips for client meetings