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Technology

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
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Conversations

Facing financial challenges with younger clients

An RBC report highlights the financial consequences of graduating into the Great Recession

  • By: Staff
  • December 3, 2019 December 3, 2019
  • 13:37
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Conversations

Segmenting your book to serve clients better

Tips for prioritizing how you spend your valuable time

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Conversations

Build your book with your clients’ children

Invest in the next generation so they’ll invest with you

Conversations

How have you helped a client overcome a unique and significant challenge?

We asked three advisors

Conversations

How past experience impacts investing decisions

Examining the connection between fear, memory and risk tolerance

Conversations

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

Conversations

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

Conversations

When an investment recommendation gives rise to conflicts

A regulatory panel discussed conflicts at FP Canada's ethics breakfast

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Technology

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

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Conversations

Exploring your client’s economic pessimism

Canadians expect poor economic conditions ahead, and say raises have had little impact

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Conversations

Tips to serve clients both young and old

Millennials, seniors and creative planning were discussed at the Advocis symposium

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Technology

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

  • By: Staff
  • November 12, 2019 November 8, 2019
  • 09:01

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

Have you ever been trolled online?

Advisors weigh in

Using social media to extend your reach

But be wary of your own power

Can these parents-to-be afford a house?

With a child and a possible career change on the way, this couple needs a financial plan

Client Confidential: Jill Heinerth

A cave diver discusses death and taxes

What industry change would you like to see?

Industry talk with new and veteran advisors

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