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Top 5 practice management articles from 2019

It was another year of dramatic change in the wealth management industry

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00
Executives are discussing the financial results of the Company for the marketing plan.
Continuing Education

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

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

House
Conversations

Tips for donating property

The tax benefits to your client can outweigh donating cash

  • By: Staff
  • December 17, 2019 December 13, 2019
  • 08:00
Close up of human hands using virtual panel
Technology

Global fintech ranking shows importance of emerging cities

Five Canadian cities ranked in the top 100

  • By: Staff
  • December 4, 2019 December 4, 2019
  • 12:17
Young people eating vegan food
Conversations

Facing financial challenges with younger clients

An RBC report highlights the financial consequences of graduating into the Great Recession

  • By: Staff
  • December 3, 2019 December 3, 2019
  • 13:37
Senior Couple With Financial Advisor At Home
Conversations

Segmenting your book to serve clients better

Tips for prioritizing how you spend your valuable time

woodland creatures
Conversations

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

Conversations

How have you helped a client overcome a unique and significant challenge?

We asked three advisors

Conversations

How past experience impacts investing decisions

Examining the connection between fear, memory and risk tolerance

Conversations

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

Conversations

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

Conversations

When an investment recommendation gives rise to conflicts

A regulatory panel discussed conflicts at FP Canada's ethics breakfast

Glowing light bulb on wooden wall with drawing charts and
Technology

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

  • By: Staff
  • November 12, 2019 November 8, 2019
  • 09:01

Have you ever been trolled online?

Advisors weigh in

Using social media to extend your reach

But be wary of your own power

Most women over 45 confident about retirement: survey

Only about one-quarter are invested in stocks, bonds or mutual funds

How boomers, gen X and millennials spend and save

An Edward Jones survey highlights generational priorities

More work required for secure retirement, institute says

Higher pension coverage, increased savings rates and incentives to work longer are needed, a paper argues

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

Personal tax season — Are you ready?

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

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