Firms backing up their advisors
Most firms are offering some type of support for their advisors in this recession (includes chart)
Most firms are offering some type of support for their advisors in this recession (includes chart)
But dissatisfaction arises because of depressed financial services stocks and equity-ownership models
Despite a slip in the overall rating, advisors remain satisfied with their firms’ support efforts for insurance planning (includes chart)
Team environments become a burgeoning trend for industry worried about the future (includes chart)
Overall, take-home pay has decreased as a result of the market and some structural changes (includes chart)
Nine of 16 firms see lower ratings; advisors voice concerns about the process (includes chart)
It’s not enough to provide advisors with high-end technology tools; firms must also provide solid training on how to use the tools
The recession is taking its toll on advisors (includes chart)
But while most advisors remain satisfied with their brokerages, some firms have taken a tumble (includes chart)
One sees a reversal in fortunes, two others turn downward (includes main chart)
674 advisors at 16 investment firms; Plus results from previous years
Learn what makes business owners tick, their priorities and their needs
Address clients in a confident, assertive manner to instil trust and provide reassurance (IE:TV)
Million-dollar clients don’t want heroics; they want a trusting relationship (IE:TV)
By understanding behavioural biases, you can help clients weather the economic storm
Meetings should be structured around one idea — the clients future, says advisor Wayne Kemick (IE:TV)
A successful team practice means striking a balance between individuality and shared systems and resources (IE:TV)
The way you view a difficult situation determines whether you’ll succeed, both in sports and business
Focus on clients’ total wealth and financial plans; be a good listener
Client advisory board helps firm make astute decisions, boosts referrals (IE:TV)
Do good things for your clients and tell them what you are doing, and clients will tell their friends and colleagues about you (IE:TV)
Advisor Rick Claydon offers strategies for turning these conservative professionals into referral sources (IE:TV)
Continuing growth in China is an important driver of economic expansion in the region
Fixing these problems would make life better for investors (IE:TV)
Fund changes at AGF
Advisors should consider low returns and inflation in asset-mix decisions
But how much of your clients’ portfolios should be devoted to gold is open to debate
Scooping up the dog poop isn’t pretty, but it’s better than getting out the chainsaw
Alberta needs to work harder at retaining laid-off workers
Clarification on MFDA dues and the right degree of oversight are issues for small firms
Editor's letter
Some say Charest is coasting, but his hold on power remains secure
In a sea of gloom, New Brunswick has good reasons for optimism
A new method of structuring choices could help restore confidence in investment research
The extension is intended to help firms maintain their listings
Comparing the UBS product to the homemade version provides a helpful benchmark
The gulf between high-grade bonds and vulture bait is widening
The growth of Apple’s App Store reveals strong demand for smartphone apps, ranging from location-based services to video games
Heavy weighting in equities have made many GMWB products less profitable, so companies are revising their features
We will not return to our pre-crisis state but to a world of slower growth
A court can order that private postings be produced for use in lawsuits
Policy-makers draw the connection between the financial crisis and environmental issues
The views of five long-time investors as to where the market action will — or won’t — be
It’s a good news, bad news scenario: compared with past downturns, this recession is not a particularly bad one for Canada. That’s the good news.…
