Home Practice Page 2

Top Stories in Practice

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

We are all home workers now

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

Business people, entrepreneur, business, small business concept

Advisors share client reactions to market downturn

Some clients wonder if it's time to buy

Man sitting on hill sunset in background

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

Female hands using mobile banking on white smartphone

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

Rearview shot of an attractive young businesswoman standing with her hands on her hips in the office

Tips for meeting women’s financial needs

Unique wealth challenges require an advisory strategy

Senior woman websurfing on digital tablet

Most women over 45 confident about retirement: survey

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

How boomers, gen X and millennials spend and save

An Edward Jones survey highlights generational priorities

6 tips to retire debt-free

More work required for secure retirement, institute says

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

The meaning of trust is changing

Competence is no longer enough

Prospecting in 2020

How should advisors find clients today?

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


What are you investing in to ensure future business success?

We asked three advisors

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