As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is…
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are…
Protecting your sensitive digital records has never been more challenging, as cybercriminals become ever more resourceful and ruthless. Regulators, firms and financial advisors are ramping…
How can you prove yourself as a credible, trustworthy professional to older clients and employers?
Darrin Shannon is not about to rest on his laurels as a former NHL player. He'd rather be known as a financial advisor who puts…
The Internet is a dangerous neighbourhood. As soon as you send data from your computer to someone else’s, the information is vulnerable to prying eyes.…
The way you compensate your team can have a profound effect on your staff's morale and productivity, as well as your profitability. There are many…
Every season, it seems, one fruit or vegetable gets the “superfood” treatment, gracing headlines and topping the grocery lists of health-conscious foodies. Last year, the…
Although Canada's equities market faces some challenges, portfolio managers are optimistic about its prospects for 2017, especially in sectors that are positioned to benefit from…
Spending on infrastructure is expected to surge in the years ahead, with many countries, including the U.S., set to funnel billions into hard assets
Portfolio managers give a nod to export-oriented South Korea-based consumer-products firms
Rising interest rates spell the end of the three-decade bond bull market. Now, protecting income and avoiding capital loss is the essential strategy
Stocks of high-technology companies are particularly exposed to changing winds in U.S. trade policy, but some ripe investment opportunities can be found in the coming…
As economic growth continues to improve around the globe, the consumer discretionary category is likely to present an expanded range of opportunities, with retail revenue…
But a correction could be in the cards if predictions of continuing economic growth around the world don't come true
Optimism is high that tax cuts, public spending and less regulation will prime the U.S. economy's pump. But with U.S. employment and debt already high,…
Energy prices and infrastucture projects are expected to fuel the country's economic growth during the next few years, while a peace accord with rebels offers…
Portfolio managers look for companies whose prospects are tied to growth in commodity volumes rather than in rising underlying prices. Although oil prices are unpredictable,…
Despite several years of political and social upheaval, many Europe-based companies remain sound investments, with some companies even benefiting from the U.S. administration's plans to…
New U.S. President Donald Trump has made many promises at a time when current economic growth projections are modest and the bullish stock market, which…
Microsoft's latest operating system has some built-in security measures, but it also comes with some built-in privacy issues. You'll need to take a few simple…
Podcasts offer an effective and low-cost way to communicate what is unique about your practice to clients
Financial advisors could learn valuable lessons from American Express - on attracting, retaining and communicating with clients - in this increasingly competitive environment. Speed and…
Figuring out how much your business is worth is both an art and a science. Once you understand the five principles of practice valuation, follow…
Sandi Martin offers fee-only planning services to a far-flung base of clients from the comfort of her home in Ontario's picturesque cottage country