Latest news in Conversations


Should you switch to fee-based before retiring?

Advice for advisors selling their books


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
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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

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

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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
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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
Business Communication Connection People Concept

Help your client self-identify as an investor

Doing so has positive effects, finds a BCSC study

  • By: Staff
  • January 24, 2019 January 24, 2019
  • 14:19
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Helping clients sell a business

Every transaction presents unique challenges

Miniature house on white background

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

  • By: Staff
  • January 15, 2019 January 15, 2019
  • 14:49
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Many Canadians lack a financial plan for emergencies

More than half are living paycheque to paycheque, a survey finds

  • By: Staff
  • January 8, 2019 January 8, 2019
  • 14:44
A piggy bank with a twenty dollar bill for the money saving mind set.

Why saving for retirement isn’t a priority for Canadians

Find out what is

  • By: Staff
  • January 2, 2019 January 2, 2019
  • 12:06

The most important books to scrutinize: your own

Knowing the hallmarks of fraud can help you and your clients

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Cold, hard data for clients who like cold, hard data

Here's help for clients who check on investments daily

Finger art of people during quarrel

Divorce can result in battles over spousal agreements

Problem highlights importance of prenuptial agreements

Couple walking during heavy snowstorm on the alley under the trees

Divorce negotiation strategies to protect your clients’ wealth

Advisors can help separating clients by maintaining emotional distance

Indian Couple Meeting With Financial Advisor At Home

How to add value with tax-loss harvesting

And how to communicate that value to clients


Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

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Transferring a commuted value to an individual pension plan

Helping clients with a complex decision

Stock market trend business concept and financial prediction uncertainty symbol as a heard of bulls and bears running towards each other to set the direction of an economic forecast.

Are advisors liable for losses from market downturns?

The answer might surprise you

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Balancing financial stability and life experience

Clients’ career paths are becoming less straightforward, and you need to adapt

  • By: Katie Keir
  • November 28, 2018 December 4, 2018
  • 09:00
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Why home-country bias can hurt clients

Being overweight domestic equities can be a problem

Advisor confidential: Tanya Surette

“I try to maintain a 200-household limit"