Becoming a better leader is essential
After making many changes to Henry’s business, altering his leadership style would prove to be his most important task
After making many changes to Henry’s business, altering his leadership style would prove to be his most important task
Boston-based planner offers a wealth of insights, ideas and philosophies
Grooming your successor ensures your clients will remain in capable hands
Henry had almost completed all the necessary steps to take his financial advisory business to a new level. His final task was to change his…
While a son or daughter may seem like the ideal candidate to take over your practice, think twice, says Thomas Deans, the Orangeville, Ont.-based author…
Wayne Robinson, co-founder and president of W.A. Robinson & Associates Ltd., urges financial advisors and entrepreneurs alike to establish a philosophy that guides their businesses…
Wayne Robinson has created two investment pools
Although Rolf and Kathryn are likely to have enough for retirement, it’s how they get there that’s of concern to them
A written agenda and followup ensure clients feel meetings are worthwhile
Good lighting and indoor plants can brighten your space
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Whole-grain breads, lots of fruit and vegetables, and lean proteins make tasty, nutritious meals
Those nasty bugs that sneak into your computer are becoming more plentiful, but they can be stopped
Editor's Letter
Williams likes to tout the Rock’s rosy future, but he may have some explaining to do
Deductible interest loans using insurance policies as security require careful structuring
The NDP may deliver an upset if the Liberals can’t get their financing messes in order
Winnipeg
Forget about markdowns and bailouts: get a gun and a wood stove
The budget is aimed at kick-starting the economy. But what about the fiscal fallout?
Although producers of wood, pulp and paper have been hit hard by the recession, they face promising prospects in the years ahead
While government debt yields are at long-term lows, corporate bond yields are at all-time highs
With many stocks trading at 30%-50% above tangible book value, there are not many bargains to be had
Advisors who want to market this options strategy should focus on the “longer-term, higher tax-advantaged return” argument
New Internet sites provide platforms that verify actual performance
PALTrak launches seg fund product
IFIC wants rules amended to allow for TFSA beneficiary designations
David Taylor steers Dynamic Value Fund through treacherous markets
Fund companies that performed relatively well in a dismal year also had hefty cash positions
”There are great opportunities, although you have to be cautious,” says the manager of one high-yield fixed-income fund
National securities regulator is on the agenda. But is the agenda too limited?
Former RS CEO takes over enforcement division
New measure will be particularly helpful for beneficiaries in situations in which a fundholder died in the latter half of 2008
New head of private-client services aims to focus on regional management and recruiting
Economy
Proposed amendments will see PPNs sales go through MFDA dealers, triggering KYC obligations
Tax changes affecting tax brackets: > The basic personal amount increases to $10,320 in 2009, up from $9,600 in 2008.> The upper threshold of the…
First person to serve jail time in an OSC insider case since 2000
Contracts that restrict movement by former employees must be precisely worded
Weakness in the oilpatch will punish Alberta’s economy this year
Waves of layoffs and closures at car and truck plants may continue, despite billions in government assistance
Despite the gloomy economic forecasts for much of the country, Nova Scotia is well positioned to weather the economic storm
The province is hoping that a mix of oil, natural gas, hydro-electricity and renewable energy will be the catalyst for its recovery
The recent slump in commodities prices will slow but not halt northern economies
Commodities prices have put the brakes on a roaring economy, but that may be a good thing
Although the province was expected to escape most of the storm, the outlook has darkened
Aerospace, wind energy and biosciences are set to make an impact
Layoffs and business closures are beginning to cloud a rosy picture, although oil’s promise remains strong
A diversified economy and companies accustomed to running lean will help in the downturn
Massive public spending by the province on repairs was already underway before the downturn
