Books to send to clients to mark special occasions
Grandchildren> Baby Tips for Grandparents by Simon Brett> The Unofficial Guide to Disney World with Kids by Bob Sehlinger and Liliane J. OpsomerDivorce> How to…
Grandchildren> Baby Tips for Grandparents by Simon Brett> The Unofficial Guide to Disney World with Kids by Bob Sehlinger and Liliane J. OpsomerDivorce> How to…
What do your clients want? Are they getting it from you? Find out through a client feedback strategy
Clients must know what benefits are available and how to protect those benefits as their children enter adulthood
John and Susan should still meet their retirement goals comfortably — despite the arrival of a second child
Focus on the absent advisor’s immediate needs, then work together to maintain client service
The growing bulge of seniors is a major opportunity to get clients thinking about the coverage they’ll need for the years ahead
James Sheldon
Check hot spots in your hotel room and take steps to ensure those nasty critters don’t follow you home
Benefits include speedier access to books at lower cost and a growing set of features
James Sheldon provides service for clients with interests in the U.S. and Canada
Before they tie the knot, advise female clients to become knowledgable and involved in financial affairs
Changing dealers can be disruptive to your clients and your business; if you must make the move, investigate thoroughly
Non-verbal messages tell your clients more than your words
Advisor’s gifts of humorous, relevant books pays off in loyalty and referrals
Comment
Editorial
Backbenchers and the Opposition are pushing back against a secretive government
Alberta’s deficit has never been higher, and dealing with it could be damaging
Why aren’t more exempt-market general partners obtaining registration?
Danny Williams’ seizure of AbitibiBowater has hidden costs
Ontario
Gone, and much missed by those who still type with all 10 fingers
Investors taking on duration and credit risks as they search for yield in troubled times
When looking at dividend payers for your clients, balance-sheet strength is an important point to consider
New ETNs and ETN options offer ways to profit from uncertain markets
But new onerous regulations in Ontario and uncertainty about what other provinces will do have had an impact
But while the Big Three are seeing a bevy of new competitors, they still have lots of room to grow
Canadian investors seem reluctant to pay fees explicitly
But high volatility, interest rate risk and default risk must be considered
Short-term interest rates will probably creep up, one fund manager says, but longer-term rates will stay down
There are lots of ways to put clients’ funds into gold; owning physical bullion is the purest form of investing in the metal
New PowerShares funds from Invesco Trimark
A slumping share price has some investors concerned
Credential offers advisors opportunity to become experts
Appeal court rules that fired employees get notice pay only; to do otherwise would create a “slacker’s charter”
As with prenuptual agreements, establishing the rules beforehand pays off in the end
Successful mutual fund firm now sees itself mostly as an asset manager, says executive chairman Bill Holland
Pyramis report reveals that solvency ratios, the low interest rate environment and volatility are prime concerns
The central question: Who is a genuinely qualified financial planner?
Many financial services firms had better results in the second quarter of 2010 compared with the corresponding period last year, but 10 of 49 firms…
Maybe what’s really important is the cost of funds vs investors’ actual returns
John Kearns says Northwest & Ethical has the heft to compete in new markets
Far-reaching proposal, which increases disclosure requirements, is a first for any Canadian securities regulator
Once completed, the purchase will grow IPC’s advisory sales force by 50% and enhance the distribution network for its products
Panacea Financial wants to buy worthless investments and give investors a chance at the tax benefits
Advisors who need to telephone existing clients outside of prescribed hours can ask clients for permission in advance
Canada’s big banks are widely expected to be able to comply easily with the proposed global capital regulations
Move to diversify counterparty risk, IFRS, underwriting and market specialization are all driving growth
Availability of trust services may help bank in serving high net-worth clients at some point
Merger would present growth opportunities for new, as yet unnamed firm
Banks begin marketing to newcomers before they have left their native countries
Canada’s economic growth depends on it
Many say that despite the regulators’ best efforts, the proposal will lead to a lower incidence of retail shareholders voting
Know Your Financial Advisor website lets clients rate advisors; firms’ compliance departments can monitor activities
AdvisorReport, IIROC’s new web page, could help good advisors promote their clean records; but some have reservations
New name, Index Wealth Management, reflects firm’s core philosophy of investing in financial market indices through ETFs
Credit union mergers have become fact of life as these organizations look to expand
Investors who dip their toes into the online market may turn to advisors for answers to their questions
