George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
Jim Ruta explains three common advisor practices that can leave consumers significantly underinsured
Kevin Wark outlines how proposed federal tax changes to passive investments in private corporations would work
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…
Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains
Jim Ruta shares counterintuitive advice about how insurance advisors can boost their performance
Avoid these common self-destructive thought patterns
Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios
Jim Ruta cautions that segmenting clients can harm your reputation and your brand
With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
Women will soon control almost half of Canadian assets, and require tailored advice
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Assessing income sources, diversifying are key
Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization
You and your clients may need to get creative in brainstorming strategies for borrowing
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Firms should focus on retention as well as recruitment
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living