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Top Stories in Practice

Senior woman websurfing on digital tablet

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
Financial Advisor Assisting Senior Couple

Retirees want more than investment tips from advisors: survey

Plus, how a financial plan impacts a client's retirement outlook

  • By: Staff
  • June 24, 2019 June 24, 2019
  • 13:03
Parliament buildings at sunset

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
young woman with a tablet

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
Pensioners, friends sitting in the park and resting - concept of a retirement age

Do you really know how to express empathy to clients?

Connect with clients more effectively with these tips from STEP Canada


Preparing a family business for sale

Years of organization can precede a sale process—and it’s worth the effort

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

What makes a good advisor website?

Tips for establishing an online presence


Why risk assessments should be at the centre of client relationships

A look at how tech and behavioural science are changing KYC

Rethink your value proposition

Be clear about what you stand for, so clients won’t fall for what you don’t


Advisor rating site to offer marketing platform

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


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

Assante launches online platform with WealthBar

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53

How Canadians feel about AI in financial services

A TD report breaks down the enthusiasm, and the unease

Wealthsimple takes aim at HNW clients with Grayhawk partnership

The firm serving wealthy families will use the Wealthsimple for Advisors platform

  • By: Staff
  • August 15, 2019 August 15, 2019
  • 12:02

Almost one-quarter of millennials would lie on mortgage applications: Equifax survey

23% also said mortgage fraud is a victimless crime

  • By: Staff
  • September 10, 2019 September 10, 2019
  • 11:55

Financial stress is impacting work performance, survey finds

The rising costs of living and overwhelming debt were among the biggest sources of stress

RRSP vs. TFSA: a classic apples and oranges comparison

Identifying clients’ goals will clarify the choice

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

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.