Practice – Advisor's Edge https://www.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 29 Mar 2023 14:29:12 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://www.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Practice – Advisor's Edge https://www.advisor.ca 32 32 Fintech in focus: Conquest Planning https://www.advisor.ca/my-practice/technology/fintech-in-focus-conquest-planning/ Fri, 24 Mar 2023 19:44:11 +0000 https://www.advisor.ca/?p=223346 Planning software helps with client engagement

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]]> How Manulife Securities-Fidelity deal signals a larger trend https://www.advisor.ca/my-practice/technology/how-manulife-securities-fidelity-deal-signals-a-larger-trend/ Mon, 20 Mar 2023 21:47:20 +0000 https://www.advisor.ca/?p=223179 Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

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]]> As markets roil, advisors toil: how you handled the SVB fallout https://www.advisor.ca/my-practice/conversations/as-markets-roil-advisors-toil-how-you-handled-the-svb-fallout/ Fri, 17 Mar 2023 20:16:28 +0000 https://www.advisor.ca/?p=223081 Amid fraught headlines, here's how financial advisors served clients this week

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]]> Different approach to planning can build relationships with female clients https://www.advisor.ca/my-practice/conversations/different-approach-to-planning-can-build-relationships-with-women/ Tue, 07 Mar 2023 21:30:26 +0000 https://www.advisor.ca/?p=222533 Why the industry needs more female advisors

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]]> Keeping the cost of death down https://www.advisor.ca/my-practice/conversations/keeping-the-cost-of-death-down/ Thu, 23 Feb 2023 17:28:01 +0000 https://www.advisor.ca/?p=222172 Planning helps clients avoid overspending on funerals, burials

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]]> Most Canadian snowbirds winging it financially: CIBC poll https://www.advisor.ca/my-practice/conversations/most-canadian-snowbirds-winging-it-financially-cibc-poll/ Thu, 02 Feb 2023 16:49:55 +0000 https://www.advisor.ca/?p=221459 Despite economic concerns, respondents didn't speak to a financial professional

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]]> Equisoft combining online tools for advisors https://www.advisor.ca/my-practice/technology/equisoft-combining-online-tools-for-advisors/ Tue, 17 Jan 2023 20:15:09 +0000 https://www.advisor.ca/?p=220830 My Financial Benchmark and Financial Calculators will be in one hub

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]]> How to help clients cope with inflation https://www.advisor.ca/my-practice/conversations/how-to-help-clients-cope-with-inflation/ Mon, 09 Jan 2023 21:30:40 +0000 https://www.advisor.ca/?p=220501 Advisors can help clients build confidence and financial well-being

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]]> Turning social media leads into clients https://www.advisor.ca/my-practice/technology/turning-social-media-leads-into-clients/ Wed, 14 Dec 2022 19:02:26 +0000 https://www.advisor.ca/?p=219306 Fewer than one-third of advisors surveyed had a defined marketing strategy

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]]> Strategies for clients struggling with inflation https://www.advisor.ca/my-practice/conversations/strategies-for-clients-struggling-with-inflation/ Tue, 06 Dec 2022 21:30:20 +0000 https://www.advisor.ca/?p=217556 Advisors can help clients with debt and long-term goals

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