Pension or commuted value: 7 criteria to make the decision
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Latest news in Conversations
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
Presenting an impactful financial plan
Five steps for success
- By: Charles-Antoine Gohier
- July 3, 2019 July 3, 2019
- 16:39
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
Do you really know how to express empathy to clients?
Connect with clients more effectively with these tips from STEP Canada
- By: Michelle Schriver
- June 11, 2019 June 11, 2019
- 15:00
Preparing a family business for sale
Years of organization can precede a sale process—and it’s worth the effort
- By: Mark Groulx
- June 11, 2019 June 10, 2019
- 15:00
Why risk assessments should be at the centre of client relationships
A look at how tech and behavioural science are changing KYC
- By: Mark Burgess
- May 24, 2019 June 11, 2019
- 09:00
Rethink your value proposition
Be clear about what you stand for, so clients won’t fall for what you don’t
- By: Michelle Schriver
- May 24, 2019 June 11, 2019
- 09:00
How do you ensure clients don’t check out during a conversation?
Advisors weigh in
- By: Sharon Ho
- May 24, 2019 June 11, 2019
- 09:00
Advisor rating site to offer marketing platform
The new site's ratings are based on performance, fees, contact and serving clients' best interests
- By: Greg Dalgetty
- May 8, 2019 May 8, 2019
- 10:30
Canadians want a lifetime income. Why aren’t advisors talking about it?
Many clients see the omission as a reason to change advisors
- By: Michelle Schriver
- April 26, 2019 July 22, 2019
- 14:53
Managing multiple goals when selling a family business
A case study of a complex process
- By: Mark Groulx
- April 5, 2019 April 5, 2019
- 13:27
Addressing the middle-class gap in financial advice
Rather than courting only HNW clients, advisors should look for ways to serve more households
- By: Mark Burgess
- March 25, 2019 March 25, 2019
- 13:51
Offering money advice when millennials divorce
Why some younger couples are seeking different solutions when they split
- By: Susan Goldberg
- March 25, 2019 March 25, 2019
- 00:00
10 tips for a good business card
And why the old-school tools still matter
- By: Gil Martinez
- March 25, 2019 March 25, 2019
- 00:00
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
Client Confidential: Elan Morgan
A 'late financial bloomer' recovers from income tax woes
- By: Susan Goldberg
- March 25, 2019 March 25, 2019
- 00:00
Help women plan for retirement shortfall
Four tips for client meetings
- By: Suzanne Yar Khan
- March 7, 2019 March 8, 2019
- 16:00
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
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
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
How do you engage both spouses during a meeting?
Advisors weigh in
- By: Sharon Ho
- February 25, 2019 February 22, 2019
- 00:00
Taking a better headshot: tips for advisors
First impressions matter
- By: Gil Martinez
- February 25, 2019 February 22, 2019
- 00:00
Client Confidential: Lana Gorlitz
TV director discusses freelance work and incorporation
- By: Susan Goldberg
- February 25, 2019 February 25, 2019
- 00:00
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
- By: Mark Burgess
- February 25, 2019 March 26, 2019
- 00:00