Latest news in Conversations

Couple Meeting With Financial Advisor In Office

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
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

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
Family walking in the country

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
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

Taking a better headshot: tips for advisors

First impressions matter


Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation


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


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
multiracial business meeting in boardroom, sitting at a table

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

Side view of a serious businessman scrolling on a tablet

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
young african american woman in her new apartment

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
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

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
people and finance concept - customer with pen and paper writing application at bank office

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

stock market price abstract

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