June 2003

Building Your Business

They can also relieve the decision-making burden faced by friends and relatives when serious illness or disability strikes

Dealers’ Report Card

In an ideal relationship, the client comes first, the planner comes second and firm comes last, advisors say

Companies strive to regain focus after merger between two fails

Whether they are satisfied with their firm or not, most planners are reluctant to even consider moving

But are all these innovations catching clients’ attention?

Planners object to being “nickel-and-dimed” by companies that like to download costs and chisel away at commissions

The era of consolidation is winding down and the consolidators are shifting their emphasis

How we learned planners’ views on their firms and their businesses

Almost half of planners surveyed do not hold a CFP, and even fewer are pursuing other qualifications

Planners’ Report Card winner sees opportunities in the average Canadian investor