Latest news in Conversations

senior couple analyzing home finances

Retirement, business succession plans hit Covid-19 speedbump

Experts help this couple prepare for a sale and rethink retirement options

©Tiero / 123rfStockphoto

Name that forecasting advantage

“Implicit egotism” refers to the way positive associations about ourselves influence important decisions

Summer landscape. Sky and green grass.

How do you incorporate environmental, social and governance (ESG) investing into your practice?

Three advisors detail how they do it

Nancy Wilson

Client Confidential: Nancy Wilson

Canadian Women's Chamber of Commerce founder talks money

stock market up and down rollercoaster

What a K-shaped recovery means for your book

Demand for advice may be greater than ever, but your book doesn’t grow based on need

Canada Life wealth management

What Canadians want to know about retirement

A new survey offers insight on what's important to potential clients

  • By: Staff
  • October 27, 2020 October 27, 2020
  • 13:26
Businessman has no money. Unemployed and bankrupt man looks into his empty wallet. Stress crisis, unemployed businessmen waiting for new job, recession situation and hopelessness (Businessman has no money. Unemployed and bankrupt man looks into his em

Many worry about precarious finances amid second wave

A pair of surveys examined how Canadians are faring financially during the pandemic

Business Communication Connection People Concept

As investor priorities shift during pandemic, advisors must follow

A survey found short-term planning is becoming more important

young african american woman in her new apartment

Are your clients prepared for home-related expenses?

Polls suggest Canadians could incur significant costs during Covid-19

  • By: Staff
  • October 22, 2020 October 22, 2020
  • 12:13
Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

More clients want to age at home

A survey suggests the pandemic has influenced perceptions of long-term care

Plant a seedling today - environment and education concept with old and young hands protecting a nursling

Investors interested in responsible investing but lack knowledge: survey

Many advisors are not helping to dispel confusion around ESG and impact products

  • By: Fiona Collie
  • September 21, 2020 September 21, 2020
  • 16:43
man checking stocks on newspaper and tablet

TD extends partnership with behavioural economics centre

The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018

  • By: Staff
  • September 2, 2020 September 2, 2020
  • 10:46

Help your business-owner client boost cash flow

Businesses expect soft sales over the next year

Sheltering

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

Clients expect new communication methods to persist post-pandemic

You can also boost your services through customization and family referrals, a survey finds

  • By: Staff
  • July 29, 2020 July 29, 2020
  • 11:21
multiracial business meeting in boardroom, sitting at a table

Tips to instil client loyalty

A report warns of a looming loyalty crisis and how to overcome it

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

Valuing assets in a divorce: what you need to know

Factors to consider in the context of the pandemic

Case study: Financial planning for a year abroad

Lining up a job is the easy part. The experts help with budgeting, tax planning and maintaining resident status.

A post-pandemic upgrade for advice

Getting intentional about putting clients first

Businessman hand holding paper plane on front of vintage full frame black blank blackboard no frame and couple clouds

What’s your top message for clients amid economic uncertainty?

Advisors talk about how they deliver this tough information

Can you help this risk-averse client?

Advisors share strategies for working with a conservative retiree

Amy Fish

Client Confidential: Amy Fish

This article appears in the June 2020 issue of Advisor’s Edge magazine. Subscribe to the print edition, read the digital edition or read the articles…

Businessman conquest of adversity

Downturns often mean an uptick in claims against advisors

Legal experts offer tips for protecting yourself in good times and bad

Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

How to talk to clients about RI

Advisors shared their experiences during an RIA virtual panel