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Top Stories in Practice

Businesswomen

Advisor rating site to offer marketing platform

The new site's ratings are based on performance, fees, contact and serving clients' best interests

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Canadians want a lifetime income. Why aren’t advisors talking about it?

Many clients see the omission as a reason to change advisors

Business People Handshake Greeting Deal Concept

Managing multiple goals when selling a family business

A case study of a complex process

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Addressing the middle-class gap in financial advice

Rather than courting only HNW clients, advisors should look for ways to serve more households

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Offering money advice when millennials divorce

Why some younger couples are seeking different solutions when they split

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10 tips for a good business card

And why the old-school tools still matter

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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
AIDAN MORGAN

Client Confidential: Elan Morgan

A 'late financial bloomer' recovers from income tax woes

minimizing tax at death rrsp

Help women plan for retirement shortfall

Four tips for client meetings

Couple Meeting With Financial Advisor In Office

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
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

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
Multi-Ethnic group of students with laptop in campus - Soft sunset Light

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
Family walking in the country

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

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

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.

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.