ARCHIVES. As the first cheques have gone out already, summer is a great time to talk to clients about the Canada child benefit.

Learn three ways that robo-advisors can help you.

Summer is here and that means holidays. While you are out of the office, make sure to leave a good voicemail.

While most professional clients want to meet with their financial advisor through structured meetings a few times per year, entrepreneurs often face impromptu business opportunities and have different needs.

Millennials say they are least confident in their understanding of how specific types of investment income are taxed.

Research the highest-earning professions in major cities and you’ll see doctors near the top of the list. They’re a great target market, but how can you get close to them?

Though many advisors are comfortable with the ins and outs of using LinkedIn via their personal page, few are using one of the strongest features of the social network: company pages.

Archived: Social media continues to be a powerful tool to help you establish your personal and professional brand. Explore how you can best leverage these platforms.

So it’s important to understand the differences and needs of different generations. Learn more bout working with NexGen clients.

Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, and it’s crucial to get that initial impression right. Here’s what’ll make your letter stand out.

Many of your clients may be moving into retirement soon. While it may be much anticipated, it will be a big change for many. As an advisor you can help. Read more about how your clients may need a reality check.

Well, it’s time to stop faking it and start learning some of today’s most important tech vocabulary. We’ll define 10 tech terms that you hear on the daily, and we’re using plain English.