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Estate Planning

Are your clients prepared to sell their businesses?

A CFIB survey suggests there's plenty of work to be done

pension pension or retirement concept with word on business office folder index
Conversations

Transferring a commuted value to an individual pension plan

Helping clients with a complex decision

Stock market trend business concept and financial prediction uncertainty symbol as a heard of bulls and bears running towards each other to set the direction of an economic forecast.
Conversations

Are advisors liable for losses from market downturns?

The answer might surprise you

Conversations

Balancing financial stability and life experience

Clients’ career paths are becoming less straightforward, and you need to adapt

  • By: Katie Keir
  • November 28, 2018 December 4, 2018
  • 09:00
collection beautiful colourful autumn leaves isolated on white background
Conversations

Why home-country bias can hurt clients

Being overweight domestic equities can be a problem

Conversations

Advisor confidential: Tanya Surette

“I try to maintain a 200-household limit"

investment returns
Conversations

Do you expect your advisor to deliver certain returns?

We asked three clients

  • By: Sharon Ho
  • November 28, 2018 December 4, 2018
  • 09:00
woman working, man over her shoulder
Conversations

How to help a victim of sexual harassment

You may be the first person she’s told

Oktoberfest
Conversations

The first 10 minutes

A wife worries about her husband's extravagant gifts

Conversations

When a senior client’s situation sparks suspicion

Advisory challenges of financial abuse and dementia

Cybercrime
Technology

Why banks are hiring hackers

The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases

Data Processing as System and Business Informatics
Technology

‘The algorithm made me do it!’

How AI could impact regulation, suitability and client interactions

Two business men shaking hands
Conversations

How clients will choose their future advisors

Ways to become their chosen candidate

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33

iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17

BMO payment tool wins digital innovation award

The pilot project is targeting a public launch for the fall

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17

Helping clients sell a business

Every transaction presents unique challenges

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

  • By: Staff
  • January 15, 2019 January 15, 2019
  • 14:49

Many Canadians lack a financial plan for emergencies

More than half are living paycheque to paycheque, a survey finds

  • By: Staff
  • January 8, 2019 January 8, 2019
  • 14:44

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 January 10, 2019
  • 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.