Home Practice

Top Stories in Practice

Data Processing as System and Business Informatics

Fintech in focus: PureFacts Financial Solutions Inc.

Firm uses AI to select products and identify clients at risk of leaving

woman conducting a video meeting

How to conduct a great job interview

Tips for identifying the right assistant or associate

Happy businesspeople walking

How to improve responsible investing conversations with clients

There’s more to ESG discussions than asking investors what they want to avoid

Diverse People Studying Students Campus Concept

Clients want to save for kids’ education but don’t know how

Canadian parents value post-secondary learning but face challenges saving for it, poll suggests

  • By: Staff
  • June 6, 2023 June 6, 2023
  • 13:52
Business Team Meeting Discussion Connection

How to manage an advisory team

Financial advisors aren't often trained to manage people, but it's an important part of running of a practice

When your child isn’t fit to be your successor

Realizing the person you want to take over your practice isn't qualified can be a dramatic moment. How should you handle it?

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Small, straightforward tech solutions can have big payoffs, OSC TestLab finds

Automating the process of collecting and updating KYC information can provide a significant return


Investors flock to loudest, least skilled voices on social media, finds research

A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"

Data infographic set

Central banks to dominate a digital financial world, Moody’s says

Crypto is too volatile to replace the basic function of money, according to a report

Cyber Protection Lock and Password

Data breach exposed Mackenzie clients’ personal data but not holdings, firm says

InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service

young couple meeting with advisor

Client satisfaction tumbles with markets: J.D. Power

Lack of personalized advice created a void filled by negative returns, the latest survey says

  • By: Staff
  • May 2, 2023 May 2, 2023
  • 10:52

Mother considers assisted dying upon Alzheimer’s diagnosis

What's the advisor's role?

After the DIY surge

Finding a place in the advice channel for do-it-yourself investors

Halfway through an SRO ban, ex-rep agrees to new suspension

An OSC enforcement action against a former rep has extended an existing suspension

CE Course: Optimal asset location

Examining how taxes, expected investment outcomes and utility can affect asset location

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

  • By: Staff
  • October 5, 2020 October 15, 2020
  • 11:41

Help retired clients avoid high-pressure sales tactics

Be sensitive to the psychology and life-stage perspective of retirees

  • By: Al Emid
  • November 6, 2013 May 2, 2023
  • 07:00

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

  • By: Al Emid
  • October 30, 2013 May 2, 2023
  • 07:00

The whole picture: Understanding the needs of aging clients

The process of aging can take its toll

Push your hardware’s lifespan, for free

It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you…

  • By: Kevin Cork
  • November 4, 2016 June 30, 2023
  • 00:02

Fintech in focus: Conquest Planning

Planning software helps with client engagement

How Manulife Securities-Fidelity deal signals a larger trend

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

Client Confidential: Bruce Eccles

A retired entrepreneur talks portfolio mechanics

Fintech in focus: d1g1t

Founder moves from solving math problems to advisor problems

Saving clients from the emotional roller-coaster

A Q&A with advisor and author Coreen Sol