Advisor for business

Employ your spouse to save tax

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You need to hire an assistant. And after interviewing several candidates, you realize your spouse ...

Modular flex or Flex Choice: good options

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It’s not just the Olympics that has gold, silver and bronze! As plan sponsors continue to ...

Deal breakers

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If you have clients who own companies with pre-tax profit of $1 million or more, ...

Learn from the best: Mentees and mentors benefit from successful relationships

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We’ve all heard a variation of the George Bernard Shaw quote, “He who can, does. ...

FIVE best practices for building a platform: Help your clients choose and manage their ideal investment lineup

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You’ve joined forces with a company to develop and support a group retirement plan. You’ve ...

Age matters: A demographic perspective on employee education

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When David Foot first began studying conversations around investing for retirement, only one discussion, regardless ...

Healthy workforce, healthy company: Wellness programs show ROI

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There can be a significant return on investment (ROI) when clients invest in workplace health ...

Reaching for the Top

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Women represent 62.3% of the Canadian finance and insurance industry workforce, but just 23.1% of ...

Tips from the SME trenches – Fall 2013

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Small businesses are the economic bedrock of many Canadian communities, and owners must use smart ...

Tools & Resources: Earn CE credits on the Advisor Portal

In the coming weeks, Standard Life will launch an area dedicated to advisor education ...

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