Latest news in Conversations

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


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


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


When a client’s needs are beyond your skill set

Tips on how to handle referrals


The future is (not) now

Forecasting problems when focusing on the present

  • By: Mark Burgess
  • September 20, 2019 September 30, 2019
  • 15:00
Business People Handshake Greeting Deal Concept

What buyers look for when acquiring a business

Key considerations when advising business-owner clients

  • By: Mark Groulx
  • September 18, 2019 September 17, 2019
  • 14:30
Moving boxes in new house. Real estate concept.

Almost one-quarter of millennials would lie on mortgage applications: Equifax survey

23% also said mortgage fraud is a victimless crime

  • By: Staff
  • September 10, 2019 September 10, 2019
  • 11:55
Emotional Stress, Bankruptcy, Finance

Financial stress is impacting work performance, survey finds

The rising costs of living and overwhelming debt were among the biggest sources of stress

term insurance

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

Elderly eighty plus year old woman in a wheel chair in a home setting with her husband

As population ages, more Canadians find themselves in caregiving role

Many are making sacrifices to juggle their responsibilities with their daily routines

  • By: Staff
  • August 12, 2019 August 12, 2019
  • 12:27

U.S. healthcare options for Canadians

Accessing coverage is complex, but there are solutions

Advisor’s Edge launches Prosper, a podcast for financial advisors

The program hosted by Bruce Sellery covers practice management issues

  • By: Staff
  • August 1, 2019 August 1, 2019
  • 16:00
Beautiful setting for outdoors wedding ceremony

Saying ‘I do!’ to a financial plan

How to get your clients to commit

Financial or investment time counting with hourglass or sandglass and stack of coins on wooden table with white background.

Pension or commuted value: 7 criteria to make the decision

Help clients who have changed employers

Emotional Stress, Bankruptcy, Finance

Canadian consumer insolvencies on the rise

Data from May show an 8.6% year-over-year increase

  • By: Staff
  • July 4, 2019 July 4, 2019
  • 10:55
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

Presenting an impactful financial plan

Five steps for success

Financial Advisor Assisting Senior Couple

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:03
Pensioners, friends sitting in the park and resting - concept of a retirement age

Do you really know how to express empathy to clients?

Connect with clients more effectively with these tips from STEP Canada