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How do you engage both spouses during a meeting?

Advisors weigh in

  • By: Sharon Ho
  • February 25, 2019 February 22, 2019
  • 00:00
Professional digital equipment recording video blog of businesswoman, online business coach making presentation for website, filming popular vlog or master class for videoblog channel, focus on camera

Taking a better headshot: tips for advisors

First impressions matter


Client Confidential: Lana Gorlitz

TV director discusses freelance work and incorporation


When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans


Should you switch to fee-based before retiring?

Advice for advisors selling their books


Room for improvement on avoiding fraud in all its forms

Canadians taking action to avoid identity theft and fraud

  • By: Staff
  • February 21, 2019 February 21, 2019
  • 10:30
Indian Couple Meeting With Financial Advisor At Home

Majority of investors value working with human advisors: survey

Millennials place greater trust in robo-advisors, compared with older investors

  • By: Staff
  • February 21, 2019 February 21, 2019
  • 10:15
multiracial business meeting in boardroom, sitting at a table

Advisor confidence accurately predicts economic conditions, research finds

Research also shows the value of "a well-informed human" advisor

minimizing tax at death rrsp

Canadians’ common RRSP misperceptions

Perceived fees, tax penalties and uncomfortable conversations prevent clients from moving their accounts, a Questrade survey says

  • By: Staff
  • February 7, 2019 February 8, 2019
  • 12:43

Corporate investments and the small business rate

Developing a plan for extracting corporate money

Students at university campus

Help maximize RDSP carry forwards

Some features of the RDSP are worlds apart from its RESP cousin

Side view of a serious businessman scrolling on a tablet

Clients have a new retirement risk: regret

A study finds many Canadians are rethinking their decision to retire and trying to return to work

  • By: Staff
  • January 30, 2019 January 30, 2019
  • 11:00
Multiracial business meeting in boardroom, sitting at a table

RRSP holdings increase, driven by millennial savers: BMO study

The poll also shows that shaky client confidence presents an opportunity for advisors

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 11:56

Why millennials are more inclined to use robos

A poll shows younger clients have less trust in advisors

  • By: Staff
  • March 1, 2019 March 1, 2019
  • 11:34

Wealthsimple introduces premium service for wealthier clients

The service will be available to clients who invest more than $500,000

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 10:11

Virtual Brokers adopts Wealthscope tool

The partnership allows clients to aggregate their assets from other financial institutions

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 11:00

Advisor rating site to offer marketing platform

The new site's ratings are based on performance, fees, contact and serving clients' best interests

Canadians want a lifetime income. Why aren’t advisors talking about it?

Many clients see the omission as a reason to change advisors

Managing multiple goals when selling a family business

A case study of a complex process

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

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.