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Advisor confidence accurately predicts economic conditions, research finds

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

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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

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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
Senior woman websurfing on digital tablet

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
young african american woman in her new apartment

How debt is interfering with clients’ plans

An Angus Reid Institute survey shows how debt is getting in the way of home-buying, marriage and more

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 13:30
Close up of senior woman on tablet

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
Business Communication Connection People Concept

Help your client self-identify as an investor

Doing so has positive effects, finds a BCSC study

  • By: Staff
  • January 24, 2019 January 24, 2019
  • 14:19
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

Helping clients sell a business

Every transaction presents unique challenges

Close up of senior woman on tablet

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
Miniature house on white background

Make sure your client understands HELOC risks

The FCAC finds a knowledge gap

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

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

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

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

Help women plan for retirement shortfall

Four tips for client meetings

Women’s growing share of assets to change wealth management

More attention will be given to planning and advice for women, a CIBC report says

  • By: Staff
  • March 4, 2019 March 4, 2019
  • 11:23

Volatile income for gig workers requires new savings tools

A CPA Canada report says automated savings may not be appropriate for some workers

  • By: Staff
  • February 28, 2019 February 28, 2019
  • 13:20

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.