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On deadline: Tax tips

Even if you don't prepare your clients' taxes, you can help with these pointers

Smiling businessman calculates taxes and gesturing thumbs up

Tech Tips: Tax software for your clients

Help your clients navigate a wide selection of tax preparation products to find the right one for their needs - and their device

Your clients should feel valued

Clients often feel unimportant because of advisors' failure to manage the experience

After the rush: Post-RRSP reviews

Now that the contribution deadline has passed, this is a good time to review your clients' changing needs

Your clients and mental health

Problems such as depression and addiction can affect a client's ability to make financial decisions

  • By: Leah Golob
  • March 8, 2019 November 6, 2019
  • 15:10

Technology with a personal touch

A varied, international education gives Ahilan Balachandran a unique perspective on financial services

Taming the robo beast

Digital investment platforms, no longer the threat they once appeared to be, are being embraced by some advisors as key elements of their service. These…

Fintech’s slow, deliberate growth

While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change

  • By: Katie Keir
  • February 12, 2019 November 6, 2019
  • 00:13

Ten essential practice technologies

Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

Locking out the bad guys

Viruses and other malicious software can pose a threat to your computer and mobile devices. Protecting your devices can be inexpensive and easy with these…

Embracing innovation

A majority of wealth-management companies worldwide rate technology as difficult to master, but banks are committed to developing innovations that help advisors meet clients' needs

Hazardous to your health?

Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices

Headwinds approaching

The financial services industry faces many challenges this year, including slowing growth, rising interest rates and changes to the regulatory framework

A disruptive force

The Ontario government, elected last June, has a policy of deregulation in general, but also is willing to interfere with policy-making directly

Gradual shifts in the fund industry

As ETFs' explosive growth in AUM continues, expect more actively managed ETFs and lower fees. While mutual funds' massive AUM dominates - for now -…

Consolidation on the horizon

Squeezed by rising operations costs, heavier compliance burdens, shifting client expectations and tougher competition, independent asset-management firms increasingly are open to fielding attractive offers of…

Interest rates point to bleak outlook

A flat yield curve — or, worse, an inverted one — will make business for banks, life insurance companies and utilities more difficult. Either curvature…

Canadian tax form Canada Revenue Agency

Don’t expect major tax reform

Tax specialists anticipate narrowly targeted changes, as opposed to broad-based tax cuts, in the upcoming federal budget as the Liberals prepare for an election

Will clients embrace alternatives?

New class of mutual funds gives investors access to defensive strategies such as short selling, leveraging and use of derivatives

Financial planning’s persistent rise

As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical

Embracing behavioural finance

Helping clients identify how emotion affects their decision-making process regarding investing will become even more important if stock markets or the economy take a turn…

Catching the RI wave

Although institutional investors have long embraced ESG factors, retail assets in RI-branded funds have tripled since 2015

  • By: Katie Keir
  • January 21, 2019 November 6, 2019
  • 00:03

Special thanks

The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…

Surviving a moment of truth

How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure…