How do you engage both spouses during a meeting?
Advisors weigh in
- By: Sharon Ho
- February 25, 2019 February 22, 2019
- 00:00
Top Stories in Practice
Taking a better headshot: tips for advisors
First impressions matter
- By: Gil Martinez
- February 25, 2019 February 22, 2019
- 00:00
Client Confidential: Lana Gorlitz
TV director discusses freelance work and incorporation
- By: Susan Goldberg
- February 25, 2019 February 25, 2019
- 00:00
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
- By: Mark Burgess
- February 25, 2019 March 26, 2019
- 00:00
Should you switch to fee-based before retiring?
Advice for advisors selling their books
- By: Michelle Schriver
- February 22, 2019 February 22, 2019
- 15:00
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
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
Advisor confidence accurately predicts economic conditions, research finds
Research also shows the value of "a well-informed human" advisor
- By: Anne-Marie Vettorel
- February 15, 2019 February 15, 2019
- 14:25
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
- By: Doug Carroll
- February 5, 2019 February 5, 2019
- 10:00
Help maximize RDSP carry forwards
Some features of the RDSP are worlds apart from its RESP cousin
- By: Frank Di Pietro
- February 1, 2019 February 1, 2019
- 12:00
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
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