Latest news in Conversations

New mail online message email communication laptop computer desk

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

Family walking in the country

How advisors are connecting with clients’ kids

Providing early guidance on goals and investing serves the whole family

Loneliness adds to at-risk seniors’ vulnerability: report

FINRA found that isolation can impact decision-making, including when it comes to finances

Close up of a woman using a laptop

Young Canadians ready to focus on finances

Pandemic job losses remain a challenge, however

  • By: Staff
  • March 12, 2021 March 12, 2021
  • 11:55
Indecisive and lost man chooses the right path

Taking a pass on pricey products

Clients need advisors who control costs

Tabatha Bull

Client Confidential: Tabatha Bull

Canadian Council for Aboriginal Business president and CEO talks retirement and resilience

Concept of finding solution with many white arrows showing different directions

What are your top three considerations when choosing a fund?

We asked three advisors


Pandemic forces restaurant owner to rethink plans

Help this small business owner avoid becoming another statistic in the Covid-19 “she-cession”

Clients think they’re good savers. You can help by showing them they aren’t

Most people perceive their financial management through rose-coloured glasses

continuing education

Title reg puts credentialing bodies to the test

How they score will reflect on advisors and planners

Happy team of businesspeople moving office, packing boxes, smiling.

How advisors can help women overcome pandemic challenges

Financial fallout has affected women most

senior woman walking on a tightrope

Canadians need help with goals, financial ruts

Pandemic uncertainty weighs on clients, recent polls suggest

  • By: Staff
  • February 10, 2021 February 10, 2021
  • 14:30
question mark

Industry talk with new and veteran advisors

What attracted them to financial services?

social network

How social networks influence investors

Even the best financial advice must contend with other sources of information

couple having an argument

Beware of conflicts when working with couples

Dealing with a request outside your joint engagement

Mary-Kate and Mike Craig

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

senior long-term care

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

angry mob

Choose your foes wisely

Financial services are vulnerable to populism

Portrait of confused businessperson thinking of innovative idea at grey wall.

Wary investors may require advisor support

Canadians have plenty of pandemic-related concerns, a Scotiabank poll has found

  • By: Staff
  • January 25, 2021 January 22, 2021
  • 09:00
stock market up and down rollercoaster

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32
Woman using laptop and looking stressed

Planning tips to engage women

Help allay clients' stress from Covid-19

Facing uncertainty, advisors look to lower costs

At an event on Monday, advisors discussed portfolio construction


Tips for client education

Instil confidence through financial knowledge

Justitia, the goddess of justice

Don’t wait to disclose criminal charges

Delayed disclosure on Form F4 calls into question advisor integrity

The concept of logical thinking

Design thinking for advisors

Too often, financial planning is viewed only as a math problem