Home Practice

Top Stories in Practice

Dear client, I’m leaving you

While there may not be 50 ways to leave your client, there are several methods

Multiracial business meeting in boardroom, sitting at a table

How to moderate family meetings

Tips from experts

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

Client confidential: Kimberly Allen

Occupation Project manager City Vancouver Age 41 I’ve been investing for: I haven’t started yet! I’ll be debt-free: By the end of summer 2018 Investable…

Help a client whose child was arrested

Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg…

  • By: Allan Tong
  • October 13, 2017 August 21, 2018
  • 00:20
man hand with pen and business report. Accounting

How to holistically stress test client portfolios

Go beyond the numbers

What happens when advisors use robos

Give clients more by offering less

How small talk can reveal planning opportunities

In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting…

Target and arrows

How being an advisor affects personal financial goals

It can make goal-setting easier

Why cost of mutual funds is dropping in Canada, U.S.

A study of mutual fund ownership and fees across North America

  • By: Staff
  • October 4, 2017 August 31, 2018
  • 15:53

Help maximize RDSP carry forwards

While the two plans resemble each other in many aspects, there are other features of the RDSP that are worlds apart from its RESP cousin

Unsure how to use ESG analysis? Start with G, says RI expert

RI space extends beyond climate change, and so should your evaluation

  • By: Katie Keir
  • September 20, 2017 August 21, 2018
  • 13:00

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 October 9, 2018
  • 16:16

Banks to CSA: robos not ‘attractive alternative’ in event of commissions ban

Further regulatory action isn't yet needed, banks argue, so a ban would carry lots of risk

  • By: Katie Keir
  • June 19, 2017 September 7, 2018
  • 09:59

The downside of disclosure, and other tips

Three things we learned at BEworks' financial services summit

When a client’s child receives a financial windfall

Offer to introduce the child to investing or help the family manage

Client confidential: Chris Prendergast

How to help a young entrepreneur

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.