How medical symptom checkers can shine a light on robo-advice
The limits of expert systems
- By: Doug Carroll
- June 9, 2020 June 2, 2020
- 14:30
Top Stories in Practice
How to talk to clients about RI
Advisors shared their experiences during an RIA virtual panel
- By: Katie Keir
- June 8, 2020 June 9, 2020
- 10:40
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
- By: Mark Burgess
- May 28, 2020 May 28, 2020
- 12:33
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
KYC in a dangerous time
Is a crisis the right time to review risk tolerance?
- By: Mark Burgess
- May 8, 2020 May 7, 2020
- 09:00
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
Ontario court grants flexibility to debtors
Residents who have filed for insolvency will have more latitude during the pandemic
- By: James Langton
- April 29, 2020 April 29, 2020
- 12:57
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
- By: Michelle Schriver
- April 15, 2020 April 15, 2020
- 14:54
Crisis provides opportunity for prospecting online
Webinars replace seminars as advisors look to demonstrate value
- By: Mark Burgess
- April 13, 2020 April 13, 2020
- 13:24
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
- By: Doug Carroll
- April 1, 2020 April 1, 2020
- 14:30
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
How to hold compliant virtual meetings
Tips for video-conferencing with clients
- By: Greg Dalgetty
- March 31, 2020 March 31, 2020
- 11:17
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
- By: Suzanne Yar Khan
- March 27, 2020 April 13, 2020
- 09:30
Building a book post-pandemic
Advisors look to team high tech with human touch
- By: Michelle Schriver
- July 24, 2020 July 24, 2020
- 13:25
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
- By: Gil Martinez
- June 12, 2020 June 22, 2020
- 09:00
Managing relationships with business owners during the pandemic
Tips for building emotional intelligence
- By: Rick Goossen
- July 30, 2020 July 29, 2020
- 14:30
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
- By: Mark Burgess
- July 22, 2020 July 23, 2020
- 17:10
IIROC’s revised CE rules to take effect Jan. 1
Advisors could face suspensions if their firms don’t report credits on time
- By: Greg Dalgetty
- December 20, 2019 December 20, 2019
- 11:53
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
- By: Jill O’Donnell and Graham McWaters
- October 23, 2013 December 9, 2019
- 07:00