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Regulatory developments you should follow: timeline

Here’s a recap of some client-focused regulatory developments

  • By: Staff
  • May 8, 2018 May 8, 2018
  • 00:00

Helping clients when addiction leads to divorce

Tips for working with experts when family issues interfere with finances

Financial wisdom in unlikely places

Humanizing the methods and challenges of finance

Who helps you create and review your financial plan?

Find out who advises these advisors

The first 10 minutes: helping a young homeowner

In the first 10 minutes of a meeting, your client says: “Do you remember my granddaughter Emma? She bought her own place!"

Client confidential: Hélène & Luc

Why this couple walked away from their advisor

Should you go into business with a client?

The quandary Your long-time client, whom you consider a friend, approaches you with an enticing proposal: equal partners in a business for specialty pet food.…

Help a startup manage cash flow

We ask a specialist

When it comes to bad advice, conflicts may not be the culprit

Most advisors co-invest with their clients, but many are underperforming

How do you pay your advisor?

We ask three clients

Why client coaching can’t be left for corrections

The February correction was a useful check against complacency

Help a new mom who’s planning to freelance

Advice for the first 10 minutes of a meeting

Insights for your value proposition

Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more…

  • By: Staff
  • March 12, 2018 August 21, 2018
  • 10:26

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: 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.