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Move over robos; cyborgs have arrived

Are cyborgs the future of advisory services?

  • By: Staff
  • May 12, 2017 September 7, 2018
  • 07:59

Do you use referral arrangements with outside experts?

Do you use referral arrangements with outside experts like lawyers or accountants? Dave Lee senior wealth advisor, Scotia Wealth Management, White Rock, B.C. Yes, I…

How to scuba dive with clients

You and a client share a love of the ocean and sea creatures. Now, he’s invited you and your significant other to his condo in…

Client confidential: Fernande Vezeau

Occupation Landlord and renovator City Thunder Bay, Ontario Age 57 I’ve been in property: Since my late 20s I plan to retire: Never. I love…

4 steps to deeper client relationships

The role of investment outperformance as a differentiator between advisors is rapidly diminishing. Now more than ever, client relationships set the foundation for a successful…

The men and women go hand in hand on the arrow

Advisors must offer collaboration, convenience: IIAC

Industry changes call for advisors to help clients meet life objectives through value and convenience

Are clients being pushed into fee-based accounts unnecessarily?

IIROC's message is clear: "disclosure alone is not sufficient to address conflicts."

  • By: Katie Keir
  • April 27, 2017 September 4, 2018
  • 13:17
Magnifying glass highlighting investment stock quotes in business section of newspaper.

‘We’re not replacing advisors with robots’: National Bank on Nest Wealth deal

Why it's smart to invest in fintech, and why most firms are taking it slow

  • By: Katie Keir
  • April 27, 2017 September 7, 2018
  • 08:00

What to do about lavish wholesaler gifts

Details on firms' policies and how to decline politely.

Jenga

How would you structure your practice differently?

Three advisors answer

Save clients from emotional mistakes

If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?

  • By: Katie Keir
  • April 17, 2017 September 4, 2018
  • 12:10

How small talk can lead to a big financial decision

In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of…

  • By: Staff
  • April 13, 2017 August 21, 2018
  • 14:56

Your guide to inflation-proofing clients’ lives

From investments to insurance, eliminate surprises by keeping up with price changes

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.