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Medical solution health care concept as a doctor walking on a red tightrope or highwire around a group of tangled wires as a symbol of challenges in insurance and the risk in illness treatment for patients

How medical symptom checkers can shine a light on robo-advice

The limits of expert systems

How to talk to clients about RI

Advisors shared their experiences during an RIA virtual panel

Multi-Ethnic group of students with laptop in campus - Soft sunset Light

DIY investors less satisfied with their firms: J.D. Power

Self-directed firms will need to resolve website problems quickly if they want to keep new clients

©Tiero / 123rfStockphoto

Post-traumatic growth webinar

In this webinar replay, learn how living through a crisis can make both you and your company stronger

  • By: Staff
  • May 25, 2020 June 23, 2020
  • 14:00
Emotional Stress, Bankruptcy, Finance

KYC in a dangerous time

Is a crisis the right time to review risk tolerance?

Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny

Advisors add 2.88% in value, study finds

Activities like rebalancing and behavioural coaching can generate additional returns, finds Russell Investments

  • By: Staff
  • May 7, 2020 May 6, 2020
  • 09:00
Couple getting financial advice from consultant at home

Ontario court grants flexibility to debtors

Residents who have filed for insolvency will have more latitude during the pandemic

Couple calculating financial savings on internet

Advisors don’t skip a beat — or a meeting — during Covid-19

For many, connecting with clients conveniently has always been part of the game plan

Senior woman websurfing on digital tablet

Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

red emergency button

Emergency fund advice in a time of crisis

Whether accessing funds or inspired to save for the next crisis, here’s what clients need to know

How to redirect your printed copy of Advisor’s Edge

If you’re not going to the office, our team can help you

  • By: Staff
  • April 1, 2020 May 13, 2020
  • 10:21
senior woman with laptop

How to hold compliant virtual meetings

Tips for video-conferencing with clients

Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

Building a book post-pandemic

Advisors look to team high tech with human touch

Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

  • By: Staff
  • July 21, 2020 July 21, 2020
  • 10:36

Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

Managing relationships with business owners during the pandemic

Tips for building emotional intelligence

Clients expect new communication methods to persist post-pandemic

You can also boost your services through customization and family referrals, a survey finds

  • By: Staff
  • July 29, 2020 July 29, 2020
  • 11:21

Tips to instil client loyalty

A report warns of a looming loyalty crisis and how to overcome it

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 March 19, 2019
  • 00:00

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 December 9, 2019
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 December 9, 2019
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll