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Unrecognizable man digs a hole by shovel in garden

Discuss these burial options with your clients

In addition to being buried or cremated, your client can be mummified or launched into space

Home For Sale Real Estate Sign in Front of Beautiful New House.

Canadians have mortgage concerns

Advisors can help clients worried about home ownership

  • By: Staff
  • January 10, 2020 January 10, 2020
  • 12:06

Top 5 practice management articles from 2019

It was another year of dramatic change in the wealth management industry

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00
House

Tips for donating property

The tax benefits to your client can outweigh donating cash

  • By: Staff
  • December 17, 2019 December 13, 2019
  • 08:00
Young people eating vegan food

Facing financial challenges with younger clients

An RBC report highlights the financial consequences of graduating into the Great Recession

  • By: Staff
  • December 3, 2019 December 3, 2019
  • 13:37
Senior Couple With Financial Advisor At Home

Segmenting your book to serve clients better

Tips for prioritizing how you spend your valuable time

woodland creatures

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

How have you helped a client overcome a unique and significant challenge?

We asked three advisors

How past experience impacts investing decisions

Examining the connection between fear, memory and risk tolerance

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

When an investment recommendation gives rise to conflicts

A regulatory panel discussed conflicts at FP Canada's ethics breakfast

Close up of senior woman on tablet

Exploring your client’s economic pessimism

Canadians expect poor economic conditions ahead, and say raises have had little impact

Close-up of smiling mature woman with daughter at park

Tips to serve clients both young and old

Millennials, seniors and creative planning were discussed at the Advocis symposium

Senior Man Giving Credit Card Details On The Phone

Expert tips to help your clients avoid fraud

The IFB summit covered warning signs and prevention measures

Business people, entrepreneur, business, small business concept

Rethinking referral arrangements

Insights from a regulatory audit were shared at the Vantage Series

advisor client meeting

Providing bespoke advice in the face of automation

Speakers at the Vantage Series discussed adapting value propositions to clients' changing needs

DAVID ELLINGSEN, COURTESY MICHAEL V. SMITH

Client Confidential: Michael V. Smith

Money and relationship stress

The men and women go hand in hand on the arrow

Finding the courage to be a leader

Industry research can make advisors feel vulnerable. Use that feeling as a call to action.

Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Banking on common ground

Sticky advice may have a lot to do with demographic similarities

Portrait of young couple working with financial advisor while smiling and sitting on assistance workplace

How to give advice that sticks

Start by tailoring your advice to your client's mindset

PINKYPILLS / ISTOCKPHOTO

What is a common client pain point when creating or implementing a financial plan? How do you help clients overcome it?

Advisors weigh in

MARIE HIPPENMEYER / AFP / GETTY IMAGES

Ignore climate risk at your peril

Advisors have every reason to boost sustainable investing knowledge

  • By: Mark Burgess
  • September 20, 2019 September 26, 2019
  • 15:00

Client Confidential: Christine Sharma

A homeowner at 25

ALVAREZ / ISTOCKPHOTO

When a client’s needs are beyond your skill set

Tips on how to handle referrals