Advisor rating site to offer marketing platform
The new site's ratings are based on performance, fees, contact and serving clients' best interests
- By: Greg Dalgetty
- May 8, 2019 May 8, 2019
- 10:30
Top Stories in Practice
Canadians want a lifetime income. Why aren’t advisors talking about it?
Many clients see the omission as a reason to change advisors
- By: Michelle Schriver
- April 26, 2019 July 22, 2019
- 14:53
Managing multiple goals when selling a family business
A case study of a complex process
- By: Mark Groulx
- April 5, 2019 April 5, 2019
- 13:27
Addressing the middle-class gap in financial advice
Rather than courting only HNW clients, advisors should look for ways to serve more households
- By: Mark Burgess
- March 25, 2019 March 25, 2019
- 13:51
Offering money advice when millennials divorce
Why some younger couples are seeking different solutions when they split
- By: Susan Goldberg
- March 25, 2019 March 25, 2019
- 00:00
10 tips for a good business card
And why the old-school tools still matter
- By: Gil Martinez
- March 25, 2019 March 25, 2019
- 00:00
Was there a time you felt heard or ignored by your advisor?
Clients share their stories
- By: Sharon Ho
- March 25, 2019 March 25, 2019
- 00:00
Client Confidential: Elan Morgan
A 'late financial bloomer' recovers from income tax woes
- By: Susan Goldberg
- March 25, 2019 March 25, 2019
- 00:00
Help women plan for retirement shortfall
Four tips for client meetings
- By: Suzanne Yar Khan
- March 7, 2019 March 8, 2019
- 16:00
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
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
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
Median income rising as poverty declines: StatsCan
Higher wages and increased child benefits led to higher household income in 2017
- By: Staff
- February 26, 2019 February 26, 2019
- 12:17
Robo-advisor Smart Money for Her targets women
The platform incorporates assumptions such as longer life expectancy and different career paths
- By: Staff
- June 25, 2019 June 25, 2019
- 12:09
Senate committee urges feds to develop open banking framework
A report called for a registry of third-party providers and an innovation sandbox
- By: Staff
- June 21, 2019 June 21, 2019
- 12:34
Survey finds millennial dissatisfaction with self-directed investment firms
More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says
- By: Staff
- June 19, 2019 June 19, 2019
- 11:42
Pension or commuted value: 7 criteria to make the decision
Help clients who have changed employers
- By: Charles-Antoine Gohier
- July 15, 2019 July 15, 2019
- 15:36
Canadian consumer insolvencies on the rise
Data from May show an 8.6% year-over-year increase
- By: Staff
- July 4, 2019 July 4, 2019
- 10:55
Presenting an impactful financial plan
Five steps for success
- By: Charles-Antoine Gohier
- July 3, 2019 July 3, 2019
- 16:39
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.
- By: Michelle Connolly
- March 17, 2017 April 18, 2019
- 00:00
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.
- By: Anne Manson and Doug Towill
- November 10, 2016 March 19, 2019
- 10:00