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
Top Stories in Practice
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
Wealthsimple introduces premium service for wealthier clients
The service will be available to clients who invest more than $500,000
- By: Staff
- January 29, 2019 January 29, 2019
- 10:11
How debt is interfering with clients’ plans
An Angus Reid Institute survey shows how debt is getting in the way of home-buying, marriage and more
- By: Staff
- January 28, 2019 January 28, 2019
- 13:30
Virtual Brokers adopts Wealthscope tool
The partnership allows clients to aggregate their assets from other financial institutions
- By: Staff
- January 28, 2019 January 28, 2019
- 11:00
Help your client self-identify as an investor
Doing so has positive effects, finds a BCSC study
- By: Staff
- January 24, 2019 January 24, 2019
- 14:19
Helping clients sell a business
Every transaction presents unique challenges
- By: Mark Groulx
- January 18, 2019 January 18, 2019
- 15:00
IA Financial introduces virtual assistant service
Clients can access financial planning tools using Google Assistant
- By: Staff
- January 17, 2019 January 17, 2019
- 10:33
Make sure your client understands HELOC risks
The FCAC finds a knowledge gap
- By: Staff
- January 15, 2019 January 15, 2019
- 14:49
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
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 February 25, 2019
- 00:00
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
Help women plan for retirement shortfall
Four tips for client meetings
- By: Suzanne Yar Khan
- March 7, 2019 March 8, 2019
- 16:00
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
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
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.
- By: Michelle Connolly
- March 17, 2017 September 20, 2018
- 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 March 19, 2019
- 10:00