Practice – Advisor https://www.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Wed, 26 Jun 2019 17:52:08 +0000 en-CA hourly 1 https://wordpress.org/?v=4.9.8 https://www.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Practice – Advisor https://www.advisor.ca 32 32 Robo-advisor Smart Money for Her targets women https://www.advisor.ca/my-practice/technology/robo-advisor-smart-money-for-her-targets-women/ Tue, 25 Jun 2019 16:09:01 +0000 https://www.advisor.ca/?p=167339 The platform incorporates assumptions such as longer life expectancy and different career paths

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Retirees want more than investment tips from advisors: survey https://www.advisor.ca/my-practice/conversations/retirees-want-more-than-investment-tips-from-advisors-survey/ Mon, 24 Jun 2019 17:03:51 +0000 https://www.advisor.ca/?p=167295 Plus, how a financial plan impacts a client's retirement outlook

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Senate committee urges feds to develop open banking framework https://www.advisor.ca/my-practice/technology/senate-committee-urges-feds-to-develop-open-banking-framework/ Fri, 21 Jun 2019 16:34:52 +0000 https://www.advisor.ca/?p=167253 A report called for a registry of third-party providers and an innovation sandbox

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Survey finds millennial dissatisfaction with self-directed investment firms https://www.advisor.ca/my-practice/technology/survey-finds-millennial-dissatisfaction-with-self-directed-investment-firms/ Wed, 19 Jun 2019 15:42:54 +0000 https://www.advisor.ca/?p=167180 More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says

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Do you really know how to express empathy to clients? https://www.advisor.ca/my-practice/conversations/do-you-really-know-how-to-express-empathy-to-clients/ Tue, 11 Jun 2019 19:00:51 +0000 https://www.advisor.ca/?p=166837 Connect with clients more effectively with these tips from STEP Canada

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Preparing a family business for sale https://www.advisor.ca/my-practice/conversations/preparing-a-family-business-for-sale/ Tue, 11 Jun 2019 19:00:20 +0000 https://www.advisor.ca/?p=166674 Years of organization can precede a sale process—and it’s worth the effort

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What makes a good advisor website? https://www.advisor.ca/my-practice/technology/what-makes-a-good-advisor-website/ Fri, 24 May 2019 13:00:56 +0000 https://www.advisor.ca/?p=166113 Tips for establishing an online presence

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Why risk assessments should be at the centre of client relationships https://www.advisor.ca/my-practice/conversations/why-risk-assessments-should-be-at-the-centre-of-client-relationships/ Fri, 24 May 2019 13:00:12 +0000 https://www.advisor.ca/?p=166148 A look at how tech and behavioural science are changing KYC

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Rethink your value proposition https://www.advisor.ca/my-practice/conversations/rethink-your-value-proposition/ Fri, 24 May 2019 13:00:03 +0000 https://www.advisor.ca/?p=166098 Be clear about what you stand for, so clients won’t fall for what you don’t

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How do you ensure clients don’t check out during a conversation? https://www.advisor.ca/my-practice/conversations/how-do-you-ensure-clients-dont-check-out-during-a-conversation/ Fri, 24 May 2019 13:00:01 +0000 https://www.advisor.ca/?p=166107 Advisors weigh in

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