Client engagement

Industry

5 client trends advisors must understand: IIAC

IIAC president and CEO Ian Russell explains 5 trends firms and advisors would to do well to understand and adapt to.

By Staff |April 27, 2016

2 min read

Industry

Can you offer monetary gifts to clients?

There are two main reasons you shouldn’t offer cash gifts.

By Katie Keir |April 22, 2016

3 min read

Industry

OSC pressured for best interest standard

Investors on OSC’s advisory panel are pressuring regulators to increase client protection and compensation when things go wrong.

By Staff |April 20, 2016

3 min read

Planning and Advice

Taxes for professionals and union members

Our quiz will guide you to the exact forms and lines you need to do your taxes. If you're a doctor, engineer, dentist, architect, union member or other professional, this one's for you

By Jessica Bruno |April 13, 2016

1 min read

Money-saving apps for clients

Advisors know that small changes can add up to big savings for clients. Smartphones make it easier for your clients to use technology to save money and track spending. Flipp Flipp is a free app that can be downloaded onto Android, Apple and BlackBerry devices. The Flipp app aggregates flyers from retail stores that can […]

2 min read

Client engagement

5 client trends advisors must understand: IIAC

Can you offer monetary gifts to clients?

OSC pressured for best interest standard

Taxes for professionals and union members

Millennials expect to spend $350,000 on their first homes

Money-saving apps for clients

Undue influence on clients? What to do

Taxes for professionals and union members

Tell cross-border clients to renew U.S. passports

Research shows banning commissions is not the answer