Advisor rating site to offer marketing platform
The new site's ratings are based on performance, fees, contact and serving clients' best interests
Latest news in Conversations
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 April 26, 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
Should you switch to fee-based before retiring?
Advice for advisors selling their books
- By: Michelle Schriver
- February 22, 2019 February 22, 2019
- 15:00
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
Advisor confidence accurately predicts economic conditions, research finds
Research also shows the value of "a well-informed human" advisor
- By: Anne-Marie Vettorel
- February 15, 2019 February 15, 2019
- 14:25
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
Corporate investments and the small business rate
Developing a plan for extracting corporate money
- By: Doug Carroll
- February 5, 2019 February 5, 2019
- 10:00
Help maximize RDSP carry forwards
Some features of the RDSP are worlds apart from its RESP cousin
- By: Frank Di Pietro
- February 1, 2019 February 1, 2019
- 12:00
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
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
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