Home Newspaper Building Your Business Page 6

Latest news in Building Your Business

Man on beach looking at the horizon,

Storm clouds on the horizon?

Despite global political and trade tensions, economic fundamentals remain relatively sound

Firms face barriers to ETF market

Mutual fund dealers would like to join the ETF world, but hurdles abound

  • By: Katie Keir
  • January 17, 2020 February 23, 2021
  • 00:10

How collaboration is improving advice

Professionals unite to meet industry challenges

Artificial intelligence can boost compliance

Machine learning and data analytics will play growing roles in helping regulators find wrongdoing

Red and blue market performance graph

Liquid alts could use troubled waters

A look at how this product category is faring a year after its introduction

Regulators to focus on big projects

With the concept of a national regulator in limbo, the CSA plans to review the self-regulatory structure

Rear view of traffic jam with breaklights showing

Positioning portfolios for a slowdown

Should clients stay the course, exit the market or review their asset mix?

Solar farm on a rural hillside

Standards needed for RI products

Investors have shown interest in responsible investments. But what makes an investment responsible?

Taking care of business clients

Taking care of business owners

Self-employed clients can be a joy to work with, but they present unique challenges

From survival to significance

What financial advisors can expect at each stage of growth

Cultivating agricultural clients

Cultivating agricultural clients

Financial advisor Raymond Riel draws upon his childhood experiences to provide tailored advice to farmers in the Prairies

Exploring fixed-income alternatives

Senior clients hunting for yield may consider instruments such as mortgage investment corporations and split shares

HNW clients and the OAS clawback

Don't cloud your client's retirement picture out of fear of this "recovery" tax

A private tunnel for your data

A VPN enables you to exchange information safely with your office, no matter where you are

Preparing for a compliance audit

You can minimize compliance risk by keeping thorough, up-to-date records

Two senior ladies hiking in the woods

Responsible retirement saving

Research shows that RI does not lead to poorer returns

Making your practice senior-friendly

Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best

  • By: Leah Golob
  • November 15, 2019 November 14, 2019
  • 00:10

Are you too conservative with your senior clients’ portfolios?

Low rates and clients' longevity challenge traditional asset allocation, yet moving beyond the status quo is also a challenge

Are your older clients adequately insured?

Determine any gaps in insurance by matching their assets and their needs to their liabilities

Education is part of a healthy retirement

With many institutions offering free courses for seniors, there are several options for retirees who want to be lifelong learners

Finger pointing at tablet with graphics background

Tech Tips: Cybersecurity for retirees

While seniors are increasingly tech-savvy, scammers are becoming more sophisticated. Share this list of tips with your senior clients

Helping clients prepare for the unexpected

Conversations about the possibility of job loss, divorce and illness are unpleasant but necessary elements of a truly proactive financial plan

A lesson on limits

A recent court case demonstrates the importance of clients keeping track of their maximum RRSP contributions

Special Report on Taxes, November 2019

CRA takes aim at the wealthy

The agency's HNW audit program is comprehensive and costly for clients, tax practitioners say. If your client is subject to an audit, here's what to…

Relief for clients managing estates

Ontario government has lowered probate fees and extended the filing deadline for estate information returns