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Top Stories in Practice

court gavel regulatory

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

question mark

Industry talk with new and veteran advisors

What attracted them to financial services?

social network

How social networks influence investors

Even the best financial advice must contend with other sources of information

couple having an argument

Beware of conflicts when working with couples

Dealing with a request outside your joint engagement

Mary-Kate and Mike Craig

Client Confidential: Guelph family chooses the slower life

"We set out to create a local, sustainable, community-focused lifestyle that would also generate income"

senior long-term care

Long-term care in the age of Covid, and beyond

The pandemic has made clients think about care options for themselves and their parents

angry mob

Choose your foes wisely

Financial services are vulnerable to populism

Portrait of confused businessperson thinking of innovative idea at grey wall.

Wary investors may require advisor support

Canadians have plenty of pandemic-related concerns, a Scotiabank poll has found

  • By: Staff
  • January 25, 2021 January 22, 2021
  • 09:00
stock market up and down rollercoaster

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32

Planning tips to engage women

Help allay clients' stress from Covid-19

Facing uncertainty, advisors look to lower costs

At an event on Monday, advisors discussed portfolio construction

Idea

Tips for client education

Instil confidence through financial knowledge

Justitia, the goddess of justice

Don’t wait to disclose criminal charges

Delayed disclosure on Form F4 calls into question advisor integrity

Canada’s big banks not likely to join Bitcoin bandwagon: DBRS

Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Tips for creating great e-newsletters for your clients

How to ensure that your clients will open, click through and engage with your content

How advisors are connecting with clients’ kids

Providing early guidance on goals and investing serves the whole family

Loneliness adds to at-risk seniors’ vulnerability: report

FINRA found that isolation can impact decision-making, including when it comes to finances

China’s growth picks up in Q3 as recovery takes hold

Retail sales finally returned to pre-virus levels

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41

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