Earning back client confidence
If your clients’ belief in your integrity has been shaken by the recent market events, there are steps you can take to earn back their…
If your clients’ belief in your integrity has been shaken by the recent market events, there are steps you can take to earn back their…
Tools and strategies can help you guide clients through life’s events
Departing Canadians can keep RRSPs in Canada, but U.S. authorities will not consider gains as being tax-exempt
Sam Chinniah, senior vice president with T.E. Financial Consultants Ltd. in Toronto, serves ultra-high net-worth clients. He has built an impressive roster of 150 wealthy…
We may pack away up to 10 kilograms of food additives a year; some are beneficial, but many are toxic
With the tough economy leading to layoffs and salary reductions, advisors are increasingly being called upon to offer advice on employment issues. Helping your clients…
Every client contact provides a growth opportunity, so consider adding questions on introductions and referrals
Much depends on whether the couple keeps the rental building the wife inherited
Clients need to be reassured that you have their best interests at heart
Sam Chinniah gains the trust of wealthy clients through unadorned honesty
Content, flow, language and presentation are keys to success, say experts, but most firms still fall short
After the embarrassment of Vista, Microsoft’s upcoming Windows 7 offers improvements — both cosmetic and functional
The majority of advisors felt that having strong support services helped them serve clients more completely (includes chart)
Some advisors prefer a full succession program; others prefer having freedom
Will bank and insurance advisors be able to sustain their momentum and continue gaining market share when markets recover? (includes chart)
Despite the volatile markets, advisors are placing a greater focus on obtaining key designations (includes chart)
The gap between performance and importance ratings holds true yet again
Those surveyed for this year’s Report Cards report that much client money is parked in bank accounts and other safe products (includes chart)
For the second year in a row, advisors are satisfied with compliance, bucking the trend of years past
The firms that provided advisors with information and other methods of comprehensive support earned top marks (includes chart)
Advisors say they’re mostly happy; many performance ratings were on par with last year’s (includes chart)
Editor's letter
After three terms in Quebec, some see the premier looking for new challenges
OSC brochure for retail investors raises questions about the client/advisor relationship
Editorial
While the political party leaders tiptoe around the E-word, Canada seems adrift
Why stick with Dijon when there’s so much more to choose from?
As creditors close in, the ’Peg is preparing for the once unthinkable: The loss of Canwest
St. John's
Although the long-term potential is impressive, there could be pitfalls dead ahead
But despite the stunning percentage rises in the rally since March, few industries have recovered all their losses
But investors need to stay nimble and keep a close eye on default risks
One option is global bonds, which have low correlation to Canadian bonds
Supply excesses have been wrung from the system, mutual fund managers say, and valuations have come down
Fee reductions at Mavrix
Mutual fund managers say shorting gives them added flexibility, but, as one manager says, “You need the temperament for it”
Advisors should learn how to defuse anger
But advisors are not out of the woods, as previous complaints can still make an appearance at IIROC hearings
This channel is designed to complement the company’s network of branch-based advisors
AIC funds will become part of a more diversified fund lineup and could benefit from a strong distribution system
The brokerage firm is adding advisors and is in the midst of a strategy to place more emphasis on income-producing securities
Advisors can help parents by recommending funding strategies
But experts are divided on whether the decision is good for the pension system overall
Global critics fault Canadian system for lack of independence, teeth
Recent data indicate Asia is showing huge increases in economic production and GDP growth
Provinces such as Quebec, Alberta and Manitoba remain vehemently opposed to the creation of a national regulator
Some groups say rule proposals are too costly
