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Speeding up the learning curve

Linking up with a mentor can help provide the competitive edge that comes with experience. And while women don't necessarily have to work only with…

Scaling up at the independents

Several firms are taking steps to recruit and support women in financial advisory positions. Those initiatives are not just the right thing to do they…

Trailblazer: three decades of change

Rebecca Horwood was only the second woman to be hired at Canada Life's main office in Toronto. Before that, she worked in the fashion industry.…

Tech Tips: Squeeze more out of your day

While technology can seem like something that makes work ever-present, the adept use of mobile connections also can be the working mom's best friend. Just…

Swimming upstream

The financial services sector still battles its reputation as an unfriendly environment for women, especially at senior levels. But the tide is turning, with both…

One size does not fit all

Erin Roy has excelled running her own business in a small town. Flexibility is key to her success, at work and at home

Brave the cold, get some vitamin D

Although there are many Canadians who love to brave the outdoors in winter, many more shield themselves from the cold in their homes, shunning one…

Fit an office in your pocket

With smartphones becoming ever more powerful, you can adapt certain technologies to create an ultra-portable smartphone-based office that will do a good job of replacing…

Tech-savvy, with a personal touch

Brandon Silbermann helped his firm develop a mobile-friendly digital strategy. But the 25-year-old advisor still believes in the value of meeting clients in person, even…

Coach’s Forum: Time to reboot your business?

Many successful entrepreneurs reach a point in their careers at which they find themselves dogged by administrative duties while doing less and less of the…

Focus on what sets you apart

Whether you are developing a brochure, website content or a presentation about your practice, focus on the qualities that make you stand out from other…

Crossing over

Moving to another firm might be beneficial for you and your clients - but there are risks

Boost your revenue

Have you designated 2016 as the year you increase your revenue? The first step, says Sara Gilbert, founder of Strategist Business Development in Montreal, is…

Selling your book? Stay involved

When Jerry Butler, president of Queenston Consulting Inc. in Winnipeg, helps financial advisors sell their books of business, he refuses to do all-cash deals with…

More than one way to split income

Canadian governments have implemented several measures that allow seniors to split income to lower taxes. But the rules are strict

Europe’s slow but steady recovery

Despite market volatility, the region exhibits encouraging signs for investment - especially among domestically focused companies - as the economy begins to pick up steam

Low price of oil fuels India

India's economy, which is self-contained and has little reliance on exports, is also a major importer of oil. Some say it has tremendous long-term potential

  • By: Jade Hemeon
  • January 15, 2016 November 9, 2019
  • 00:00

Tread carefully in the bond junkyard

The baseline for fixed-income investments is sovereign debt, but beating those returns is possible by adding duration risk or default risk – usually using corporate…

Canadian equities in a “tough spot”

With oil prices expected to remain low, the pain felt in Canada’s markets and economy in 2015 is likely to continue, so clients and their…

Diverging trends shadow bonds

As the Fed begins raising rates, investors are unsure whether to seek safety or brave the markets in the search of bargains and better returns…

Questions hang over oil prices

A complex interplay of factors, such as OPEC's policies and China's economic growth, make prices for oil and gas producers and base metals firms uncertain.…

Weak growth a drag on bank profits

Low interest rates will continue to hurt financial services firms, particularly the banks, which are looking for ways to supplement reduced earnings from narrow net…

Asia-Pacific a bright spot

Growth in Asian economies are expected to slow slightly this year, but the overall pace remains healthy. However, the region remains vulnerable to the slowdown…

  • By: Jade Hemeon
  • January 15, 2016 November 9, 2019
  • 00:00

Bright spots amid the gloom

Outlook 2016Despite trouble signs in many regions and sectors, some investment strategists say there still is room for returns in 2016

New reforms taking shape

As global financial regulators begin implementing new requirements, policy-makers are hammering out the details of these reforms and assessing the impact of measures already introduced