Practice

Advisor's Edge

Avoid the ho-ho-holiday card cliché

Etiquette for the holiday season

By Gil Martinez |November 29, 2019

2 min read

Advisor's Edge

Client Confidential: Sharon Hartung

An author and entrepreneur looks at death in the digital age

By Susan Goldberg |November 29, 2019

3 min read

Planning and Advice

When an investment recommendation gives rise to conflicts

A regulatory panel discussed conflicts at FP Canada's ethics breakfast

By Michelle Schriver |November 21, 2019

3 min read

Prosper

Episode 6: Communicate better with clients

Improve your body language and reduce communication risk to boost your client relationships.

November 21, 2019

Technology

More markets dipping their toes into open banking: report

But innovation comes with risks, the Basel Committee warns

By James Langton |November 19, 2019

2 min read

Planning and Advice

Exploring your client’s economic pessimism

Canadians expect poor economic conditions ahead, and say raises have had little impact

By Michelle Schriver |November 15, 2019

2 min read

Planning and Advice

Tips to serve clients both young and old

Millennials, seniors and creative planning were discussed at the Advocis symposium

By Michelle Schriver |November 13, 2019

3 min read

Planning and Advice

Canadians want to know more about how retirement works

Study shows only 53% of respondents are confident in their ability to manage their investments during retirement

By Maddie Johnson |November 13, 2019

1 min read

Technology

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

By Staff |November 12, 2019

1 min read

Prosper

Episode 5: Run a senior-friendly practice

Make your senior clients feel welcomed, and plan for their unique needs.

November 8, 2019

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