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Businesswomen

Advisor rating site to offer marketing platform

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

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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

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Addressing the middle-class gap in financial advice

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

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Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

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10 tips for a good business card

And why the old-school tools still matter

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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

Couple Meeting With Financial Advisor In Office

Women’s growing share of assets to change wealth management

More attention will be given to planning and advice for women, a CIBC report says

  • By: Staff
  • March 4, 2019 March 4, 2019
  • 11:23
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

Volatile income for gig workers requires new savings tools

A CPA Canada report says automated savings may not be appropriate for some workers

  • By: Staff
  • February 28, 2019 February 28, 2019
  • 13:20
Family walking in the country

Median income rising as poverty declines: StatsCan

Higher wages and increased child benefits led to higher household income in 2017

  • By: Staff
  • February 26, 2019 February 26, 2019
  • 12:17
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How do you engage both spouses during a meeting?

Advisors weigh in

  • By: Sharon Ho
  • February 25, 2019 February 22, 2019
  • 00:00
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

Taking a better headshot: tips for advisors

First impressions matter

JAIME HOGGE

Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation

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When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

STEVEN DOMJANCIC FROM GOTHAM STUDIOS

Should you switch to fee-based before retiring?

Advice for advisors selling their books

Cybercrime

Room for improvement on avoiding fraud in all its forms

Canadians taking action to avoid identity theft and fraud

  • By: Staff
  • February 21, 2019 February 21, 2019
  • 10:30
multiracial business meeting in boardroom, sitting at a table

Advisor confidence accurately predicts economic conditions, research finds

Research also shows the value of "a well-informed human" advisor

minimizing tax at death rrsp

Canadians’ common RRSP misperceptions

Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says

  • By: Staff
  • February 7, 2019 February 8, 2019
  • 12:43
small-business

Corporate investments and the small business rate

Developing a plan for extracting corporate money

Students at university campus

Help maximize RDSP carry forwards

Some features of the RDSP are worlds apart from its RESP cousin

Side view of a serious businessman scrolling on a tablet

Clients have a new retirement risk: regret

A study finds many Canadians are rethinking their decision to retire and trying to return to work

  • By: Staff
  • January 30, 2019 January 30, 2019
  • 11:00
Multiracial business meeting in boardroom, sitting at a table

RRSP holdings increase, driven by millennial savers: BMO study

The poll also shows that shaky client confidence presents an opportunity for advisors

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 11:56
young african american woman in her new apartment

How debt is interfering with clients’ plans

An Angus Reid Institute survey shows how debt is getting in the way of home-buying, marriage and more

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 13:30