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How advisors can support healthier divorces

Ideas to help clients going through tough times

The hidden value of financial planning

Advisors share what they offer—beyond the plan

Is co-investing with clients an important bond or a marketing ploy?

The Big Question asks

Coach clients with a newly empty nest

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

Learn how to help freelancers

The number of self-employed workers in Canada is growing

  • By: Katie Keir
  • February 17, 2018 September 7, 2018
  • 00:05

How to avoid bad third-party referrals

Offering third-party referrals to clients is generous and helps bolster your value

  • By: Katie Keir
  • February 17, 2018 September 7, 2018
  • 00:02

Advisor Confidential: Justin & Olivier Grenier

Meet the portfolio managers from National Bank Financial

High-net-worth firms to make more direct investments: report

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm…

  • By: Staff
  • February 8, 2018 August 21, 2018
  • 12:20

Are your married clients financially unfaithful to each other?

A survey by FPSC and Credit Canada reveals details about financial deceit

  • By: Staff
  • February 7, 2018 August 21, 2018
  • 14:51

As markets drop, here’s how advisors are communicating

Countering the alarming headlines as volatility returns

Now’s a good time for that debt discussion

Data suggest a dark side to the Canadian economy

Helping clients sort out a holiday inheritance fight

In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."

What are your advisor’s credentials, and how do you know?

We ask three clients

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.