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
Top Stories in Practice
Retirees want more than investment tips from advisors: survey
Plus, how a financial plan impacts a client's retirement outlook
- By: Staff
- June 24, 2019 June 24, 2019
- 13:03
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
Do you really know how to express empathy to clients?
Connect with clients more effectively with these tips from STEP Canada
- By: Michelle Schriver
- June 11, 2019 June 11, 2019
- 15:00
Preparing a family business for sale
Years of organization can precede a sale process—and it’s worth the effort
- By: Mark Groulx
- June 11, 2019 June 10, 2019
- 15:00
What makes a good advisor website?
Tips for establishing an online presence
- By: Gil Martinez
- May 24, 2019 June 11, 2019
- 09:00
Why risk assessments should be at the centre of client relationships
A look at how tech and behavioural science are changing KYC
- By: Mark Burgess
- May 24, 2019 June 11, 2019
- 09:00
Rethink your value proposition
Be clear about what you stand for, so clients won’t fall for what you don’t
- By: Michelle Schriver
- May 24, 2019 June 11, 2019
- 09:00
How do you ensure clients don’t check out during a conversation?
Advisors weigh in
- By: Sharon Ho
- May 24, 2019 June 11, 2019
- 09:00
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
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
Assante launches online platform with WealthBar
The digital service is only for Assante clients
- By: Staff
- September 13, 2019 September 13, 2019
- 10:53
How Canadians feel about AI in financial services
A TD report breaks down the enthusiasm, and the unease
- By: Maddie Johnson
- September 13, 2019 September 13, 2019
- 09:39
Wealthsimple takes aim at HNW clients with Grayhawk partnership
The firm serving wealthy families will use the Wealthsimple for Advisors platform
- By: Staff
- August 15, 2019 August 15, 2019
- 12:02
Almost one-quarter of millennials would lie on mortgage applications: Equifax survey
23% also said mortgage fraud is a victimless crime
- By: Staff
- September 10, 2019 September 10, 2019
- 11:55
Financial stress is impacting work performance, survey finds
The rising costs of living and overwhelming debt were among the biggest sources of stress
- By: The Canadian Press
- September 4, 2019 September 4, 2019
- 12:00
RRSP vs. TFSA: a classic apples and oranges comparison
Identifying clients’ goals will clarify the choice
- By: Curtis Davis
- August 12, 2019 August 22, 2019
- 15:00
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
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 August 22, 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 August 22, 2019
- 10:00