Success built on family referrals
Jeanette Brox is serious about helping her clients reach their financial goals, with an emphasis on female clients and family issues. But on evenings and…
Jeanette Brox is serious about helping her clients reach their financial goals, with an emphasis on female clients and family issues. But on evenings and…
Survey suggests many advisors are off the mark when it comes to understanding what's important to their clients and prospects
Toshiba's nifty new device is both a tablet and an ultrabook, thanks to a mechanism that lets the keyboard slide out from under the screen.…
Putting off until tomorrow what you could do now is a nasty habit that can lead to stress and damage personal and business relationships. Here's…
The racket we subject ourselves to every day is more likely to cause cardiovascular problems than hearing loss, researchers say. But there are simple steps…
Clients often flee when markets dip. But keeping them invested can be key to their future returns
Seasoned consumer advocate Ellen Roseman has a raft of tips for those who want to make sure they get their complaints addressed when their dealings…
A single doctor with a mysterious ailment needs to ensure that he can both protect his disability benefits and shelter assets that will accumulate inside…
Are you prepared for the rising tide of clients suffering from cognitive decline? There are steps you can take to identify the early stages of…
If you are new to the business, your toughest challenge will be cultivating prospects and converting them to clients. The good news is that there…
Make your clients feel a part of the financial planning process and instil a sense of loyalty and trust that makes them want to provide…
Sit in an alert posture and project a tone of confidence
Many advisors rely too much on a backward-looking list of quantitative information to arrive at the value of their practice when they are preparing for…
Clients are often misinformed about the real financial risks of retirement. This provides an opportunity to gain new clients by informing prospects of the truth…
How could someone with so little political experience not only take over the Liberal party but recast Canada's political landscape?
Christy Clark upset expectations. Now, she has to win back her own seat
Nova Scotia's projected surplus appears to fulfil a promise by the premier to balance the budget. But some pundits smell a rat
The new plans for a national system of securities regulation can be effective and are needed to fill the current void
Editorial
In early may, prime minister Stephen Harper’s government suddenly announced that it was going to overhaul the Temporary Foreign Worker Program (TFWP). This unexpected news…
With the season of briquettes and propane in full swing, one columnist declares his departure from the barbecue wars
New rules will add to filing burdens for honest taxpayers
As more people buy life and living-benefits insurance online, advisors will have to work harder to prove their value to clients
Only four provinces - British Columbia, Saskatchewan, Quebec and Nova Scotia - are expecting to balance their books this year
The CRA has been challenging claims for tax credits for special education costs, but more parents are winning
The OSC's proposed research is in the planning stage the goal will be to assess the suitability of advice given to clients
The regulator has assured its members that fees will not increase to cover the cleanup costs
Acquisition of Weigh House will provide economies of scale
Staking claims to be provider of choice to CUs
Policy implications are not limited to Ontario
National insurance database in the works
A comparison between Canada's and the U.S.'s main stock markets provides some interesting results
The outlook for the region is positive, with several nations presenting interesting opportunities for clients seeking growth
Firms are doing little to help their advisors access social media beyond basic compliance support
Many advisors are dissatisfied because their firms have failed to deliver on certain promises
Most advisors and their dealer firms respect the value of the active management that mutual funds offer
The average age of advisors at dealer firms has risen, as has the number of advisors who have a succession plan in place
Advisors are dissatisfied with the material their firms send out and management's receptiveness to advisors' feedback
Advisors have long been demanding specialized services for HNW clients; it appears firms are listening
Although advisors have built up their assets under management over the past year, their pay is either going down or stagnant. Advisors also are dissatisfied…
Two firms saw their ratings rise significantly — while two firms saw their scores decrease significantly — in several categories
Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and…
Advisors with Canada's top dealer firms are growing their businesses, but many advisors would like to see their firms step up their efforts and provide…
How advisors rated their firms
Toronto-based NEI Investments, jointly owned by Northwest & Ethical Investments LP and Desjardins Group, has merged and altered the investment objectives of several of its…
Toronto-based Horizons ETFs Management (Canada) Inc. will terminate Horizons Active North American Growth ETF effective at the close of business on June 28. No further…
Toronto-based Mackenzie Financial Corp. has added two new funds to its lineup: Mackenzie Strategic Bond Fund and Mackenzie Floating Rate Income Fund. Mackenzie Strategic Bond…
Toronto-based GCIC Ltd., manager of Dynamic Funds, has launched Dynamic U.S. Dividend Advantage Fund. This new fund seeks to provide income and long-term capital appreciation…
University study finds income projections can boost saving rates among employees
New ETFs are designed around different indices
Fuelled by strong housing and manufacturing, the U.S. economy is gaining momentum
Even with small-cap stock indices down, many small-cap funds have performed well
