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Top Stories in Practice

Young business woman working at desk typing on a laptop in office and drinking coffee.
Conversations

We are all home workers now

Tips for staying focused — and sane — in your new home office

Business people, entrepreneur, business, small business concept
Conversations

Advisors share client reactions to market downturn

Some clients wonder if it's time to buy

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Conversations

Now’s the time to demonstrate your value

As markets wobble, you'll be called upon to offer comfort and perspective — and that's a great thing

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Technology

Financial innovation comes with stability risks, C.D. Howe paper says

The report said regulators should consider the impact of easier credit, especially as it relates to mortgages

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Conversations

Tips for meeting women’s financial needs

Unique wealth challenges require an advisory strategy

Senior woman websurfing on digital tablet
Conversations

Most women over 45 confident about retirement: survey

Only about one-quarter are invested in stocks, bonds or mutual funds

Conversations

How boomers, gen X and millennials spend and save

An Edward Jones survey highlights generational priorities

6 tips to retire debt-free
Conversations

More work required for secure retirement, institute says

Higher pension coverage, increased savings rates and incentives to work longer are needed, a paper argues

Industry News

The meaning of trust is changing

Competence is no longer enough

Conversations

Prospecting in 2020

How should advisors find clients today?

Conversations

A deep dive into switching firms

From deciding to leave your firm to settling in somewhere new, these advisor insights will help ensure a successful transition

Birdcage
Conversations

What are you investing in to ensure future business success?

We asked three advisors

Conversations

Don’t be careless with client confidentiality

Privacy breaches could be career-ending

Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

How to hold compliant virtual meetings

Tips for video-conferencing with clients

Global fintech ranking shows importance of emerging cities

Five Canadian cities ranked in the top 100

  • By: Staff
  • December 4, 2019 December 4, 2019
  • 12:17

KYC in a dangerous time

Is a crisis the right time to review risk tolerance?

Advisors add 2.88% in value, study finds

Activities like rebalancing and behavioural coaching can generate additional returns, finds Russell Investments

  • By: Staff
  • May 7, 2020 May 6, 2020
  • 09:00

Ontario court grants flexibility to debtors

Residents who have filed for insolvency will have more latitude during the pandemic

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

  • By: Staff
  • October 2, 2019 October 2, 2019
  • 10:56

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

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