How to talk to clients about debt
A holistic approach to clients’ finances can help them prepare for interest-rate hikes and get out of debt faster
- By: Daniel Calabretta
- June 10, 2022 June 7, 2022
- 13:00
Top Stories in Practice
Coaching clients through a volatile market
Active listening and putting returns in historical context can be effective communication strategies
- By: Daniel Calabretta
- June 6, 2022 June 6, 2022
- 13:11
Commission-free trading driving satisfaction for DIY investors: J.D. Power
More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies
- By: Staff
- May 26, 2022 May 26, 2022
- 14:47
Success with succession more likely with team approach
A financial advisory team in Oakville, Ont. has found that both clients and the bottom line can benefit when advisors work in tandem
- By: Melissa Shin
- May 11, 2022 May 11, 2022
- 10:50
Truth in labelling comes for Ontario advisors
As the province adjusts to titles regulation, we look at Quebec’s experience
- By: Melissa Shin
- May 9, 2022 May 11, 2022
- 10:00
Investor’s inheritance, ESG concerns prompt her to switch advisors
Help this client factor in ESG investing and plan for the future
- By: Suzanne Yar Khan
- May 9, 2022 May 18, 2022
- 10:00
Acting as attorney for property when your client is family
Best practice calls for separate roles
- By: Michelle Schriver
- May 9, 2022 May 2, 2022
- 10:00
Why wealth managers are assessing clients’ personalities
In a more competitive market, insight into a client’s thinking can provide an edge
- By: Mark Burgess
- May 9, 2022 May 11, 2022
- 10:00
How should a region’s political climate factor into investment decisions?
We asked three experts
- By: Maddie Johnson
- May 9, 2022 May 13, 2022
- 10:00
Client Confidential: Darby Lee Young
Level Playing Field founder discusses investing and accessibility
- By: Allan Janssen
- May 9, 2022 May 9, 2022
- 09:59
Millennials working with financial advisors more than robos: report
A global study found 40% of millennials are turning to advisors while only 7% use automated advice
- By: Daniel Calabretta
- May 4, 2022 May 4, 2022
- 09:16
How advisors can incorporate sustainable investing
Investors are increasingly interested in the non-financial impacts of their portfolios
- By: Maddie Johnson
- April 4, 2022 April 4, 2022
- 16:30
How do you use ETFs in client portfolios?
We asked three advisors
- By: Maddie Johnson
- March 14, 2022 March 10, 2022
- 10:00
Ethereum completes ‘Merge’ upgrade to network
The long-awaited change has implications for investors
- By: Daniel Calabretta
- September 15, 2022 September 15, 2022
- 09:58
U.S. investors not using advisors for crypto: report
Many investors with advisors are trading crypto via platforms such as Coinbase and Binance
- By: Daniel Calabretta
- September 13, 2022 September 13, 2022
- 15:32
Robo advice shines for borrowers: study
Automated advice optimizes debt management, FCA finds — if consumers let it
- By: James Langton
- August 30, 2022 August 30, 2022
- 15:42
Divorce should prompt investment strategy review, say financial planners
Valuations for property division are tied to the date of separation, rather than the date a divorce is granted
- By: Michael McKiernan
- September 28, 2022 September 28, 2022
- 15:47
Don’t assume clients understand inflation risk
European regulators warn industry to pay special attention to inflation in disclosure and suitability
- By: Staff
- September 27, 2022 September 27, 2022
- 14:58
Dealing with ‘quiet quitting’ as a financial advisor
If one of your support staff is not performing to their usual level, it’s worth a conversation
- By: Todd Humber
- September 12, 2022 September 9, 2022
- 13:00
Halfway through an SRO ban, ex-rep agrees to new suspension
An OSC enforcement action against a former rep has extended an existing suspension
- By: James Langton
- February 9, 2021 February 9, 2021
- 12:15
China’s growth picks up in Q3 as recovery takes hold
Retail sales finally returned to pre-virus levels
- By: Joe McDonald, The Associated Press
- October 19, 2020 October 19, 2020
- 10:25
CE Course: Optimal asset location
Examining how taxes, expected investment outcomes and utility can affect asset location
- By: Benjamin Felix
- October 15, 2020 October 16, 2020
- 16:00
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
- By: Jill O’Donnell and Graham McWaters
- October 23, 2013 December 9, 2019
- 07:00