Client engagement

Industry

What Canadians think of bank brands

Two banks and one insurer have made their debuts on Canadian Business Best Brands list.

By Staff |October 14, 2016

2 min read

Planning and Advice

Millennials likelier to support smaller, tech-savvy charities

But smaller, local charities rate poorly in their use of technology

By Staff |October 12, 2016

1 min read

Tax News

Commute this pension or not?

Client profile Georgi Balev*, 50, just got laid off. He was a senior manager at a major engineering firm in Ottawa, Ont., where he had worked for the past 26 years. His total annual compensation, including bonus, was about $300,000. His dilemma: Does he wait until age 65 to start drawing his defined-benefit pension, or […]

By Staff |October 7, 2016

7 min read

Planning and Advice

How to attend a client’s wedding

You’ve watched from afar as your client’s children grew up. Now, the client’s eldest son is getting married. You’re invited to the wedding—a white-tie affair at a five-star hotel. Here’s how to fête the happy couple without a fret. Though the invite may have come as a surprise, you should attend, says Todd Peters of […]

By Jessica Bruno |October 7, 2016

6 min read

Clients need confidence boost from advisors

If your clients are confident in their financial skills, they’re more likely to seek your help. That’s the conclusion of a York University study completed last year, which reveals financial stress alone is not enough to motivate someone to seek financial help. Instead, self-efficacy — a client’s belief in their ability to succeed — predicts […]

By Staff |October 6, 2016

2 min read

Would you use client leverage to grow your business faster?

Record-low interest rates are encouraging for investors thinking about borrowing cash to invest in the stock market. Advisors should oversee any of these so-called “smart debt” strategies, says Talbot Stevens, author of The Smart Debt Coach. Stevens tells Advisor.ca that he estimates the level of borrowing to invest is about 10% of what it was […]

By Staff |September 28, 2016

2 min read

Client engagement

What Canadians think of bank brands

Millennials likelier to support smaller, tech-savvy charities

Commute this pension or not?

How to attend a client’s wedding

Clients need confidence boost from advisors

Guess who’s richer than Buffett

Smallest businesses face biggest financing troubles

What’s stopping clients from saving?

You won’t believe clients’ return expectations

Would you use client leverage to grow your business faster?