Sales practices and practice management
It may be time to revisit the issue of free practice-management tools for advisors at fund company-sponsored events
It may be time to revisit the issue of free practice-management tools for advisors at fund company-sponsored events
The art of fluffing a house for quick sale is often a matter of covering up what Fluffy has left on the carpet. Get out…
The Danny Williams era was marked by money and new pride. But with oil still off pre-recession highs, more good times look uncertain
Editorial
Hope springs eternal in Saskatchewan, especially when it comes to dreams of building a domed stadium in this small Prairie city.What began as the pipe…
If the Potash Corp. deal was tough, the politics of the TMX/LSE merger are far tougher. Choosing the wrong door could mean real-life jeopardy for…
Informed that almost 250,000 people signed an online petition calling for his resignation, Quebec Premier Jean Charest was characteristically Zen.“Didn’t Rick Mercer get 600,000 names…
Countries in this region, which surrounds the Baltic Sea, have a diverse set of companies worth considering
With small-cap stocks having already climbed so strongly in the past two years, many say large-caps should be in favour
The emerging world is particularly vulnerable because it is growing at a rapid pace, which could drive up the cost of labour
Hedge funds add another layer to portfolio modelling, as they employ a stock-specific, risk-only approach
Should you recommend RRBs and TIPS as inflation protection, or are there better ways to cover inflation risk?
Manulife Asset Management names directors
Returns for Canadian dividend and equity income funds may not be as strong this year
Outside fund managers are also crucial to the strong performance of some segregated fund families
International small-cap stocks offer investors great diversification
Advisors should keep in mind that there is no free lunch
Regardless of the business, going above and beyond clients’ expectations by focusing on the human element will leave them wowed with the delivery of service…
Developing a buy/sell agreement for you and your partners is absolutely necessary these days; author Christopher Mercer makes some compelling observations about the process
A 50-year-old woman in Fredericton who recently lost her husband is prepared to return to work in order to bring income into the family home…
Advisors who overlook the woman’s role in household finances could be losing out on many opportunities
Many U.S.-based financial services firms and advisors are hiring interns. Do these young college or university graduates have a place in Canada’s financial services industry?…
Advisors considering one of these new mini-computers can now look beyond Apple’s iPad; other companies offer a panoply of alternatives, some available now and some…
Are you among the 40% of financial advisors who are unqualified to sell insurance? Or perhaps you hold an insurance licence but don’t use it.…
Before you can begin selling insurance to your clients, you will have to acquire the appropriate licence. Your first step is to take a life…
There is no cure for osteoarthritis, but a nutritious diet, low-impact exercise and maintaining a healthy body weight may prevent the disease and slow its…
Financial awards made to clients often cannot be paid
The Supreme Court of Canada’s hearing on the constitutionality of the national regulator may finally provide a resolution on the issue
Are policy-makers moving in the wrong direction on incorporation?
Toronto-based brokerage is putting significant efforts into the new technology in the wake of the new IIROC guidelines
FAIR Canada’s report on investment fraud provides some suggestions on how regulators could best deal with the issue
The plans’ popularity is strong across the board; it is highest among employees of private companies
The adoption of several new technologies aims to maximize face time between advisors and their clients
Three decades in the investment business, Sandy McIntyre says, has taught him how to build long-term returns with lower volatility — key for older investors
Two of Canada’s best known mutual fund companies are a big step closer to facing a class action from disgruntled investors. In late January, the…
Fund giant eliminates the Hartford name in favour of Castlerock to denote strength, stability and safety of its funds
Efforts to enhance the business tax regime in Canada have been a great success, suggests new research from the University of Calgary’s School of Public…
Litigants should seek an injunction rather than relying on the Bank Act to prevent money from disappearing
The so-called “Chinese wall” that separates banks from their insurance subsidiaries is about to be extended to the online world. Soon the rules pertaining to…
Celebrating a decade in Canada, the firm has just expanded into Quebec — with plans to increase its AUA and advisor base
The federal government, several of its provincial counterparts and the OSC will take a very close look at the merger
Those who receive requests for information should seek advice to avoid losing solicitor/client privilege
