Practice

Coach clients with a newly empty nest

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

By Gil Martinez |February 17, 2018

2 min read

Advisor's Edge

Learn how to help freelancers

The number of self-employed workers in Canada is growing

By Katie Keir |February 17, 2018

6 min read

Advisor's Edge

How to avoid bad third-party referrals

Offering third-party referrals to clients is generous and helps bolster your value

By Katie Keir |February 17, 2018

4 min read

Advisor's Edge

Advisor Confidential: Justin & Olivier Grenier

Meet the portfolio managers from National Bank Financial

By Susan Goldberg |February 17, 2018

3 min read

Planning and Advice

What the IPP numbers look like in 2018

Find out what individual pension plans could pay in retirement benefits and terminal funding

By Lea Koiv and Mark Lesniewski |February 15, 2018

6 min read

Planning and Advice

High-net-worth firms to make more direct investments: report

High-net-worth firms plan to increase their allocations to direct investments and co-investments over the next two years, new research from global research and consulting firm Cerulli Associates says. As the private equity market has evolved, many high-net-worth (HNW) practices have moved toward direct deals that give investors the opportunity to invest directly in a portfolio […]

By Staff |February 8, 2018

1 min read

Planning and Advice

Are your married clients financially unfaithful to each other?

A survey by FPSC and Credit Canada reveals details about financial deceit

By Staff |February 7, 2018

2 min read

Planning and Advice

As markets drop, here’s how advisors are communicating

Countering the alarming headlines as volatility returns

February 6, 2018

5 min read

Planning and Advice

Managing assets for a parent with Alzheimer’s

Help a son handle the finances for his incapacitated father

By Suzanne Yar Khan |January 25, 2018

8 min read

Planning and Advice

When your clients know their date of death

With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer and a funeral director discuss working with clients who proactively plan for death.

By Susan Goldberg |January 25, 2018

5 min read

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