Using autopilot for routine tasks
An advisor’s computer can automate repetitive business tasks behind the scenes. When you use technology to deal with such matters as email overload and scheduling,…
An advisor’s computer can automate repetitive business tasks behind the scenes. When you use technology to deal with such matters as email overload and scheduling,…
Winter is approaching, and the flu is only a handshake away. Getting the vaccine helps protect both you and others.
Helping clients establish a savings plan is no easy task because of other demands on their pocketbooks. But by pointing out both the short- and…
A couple in Vancouver say they have suffered enough by investing in equities and would like to fund their retirement with safe investments. One advisor…
Some clients may have children with ambitions of becoming professional athletes. Here are the costs — both financial and otherwise — that you should help…
The 5 Great Adventures program, co-founded by Gillian Stovel Rivers, an advisor with Assante Financial Management Ltd.
New life-planning program helps clients explore and clarify five areas of their lives, ranging from money to health to life goals. The program has boosted…
Making sure your clients are literate about the insurance products they buy can be a challenging task, but it’s necessary because planning for retirement and…
This new tome from highly regarded financial advisor David Christianson is a compendium of concise descriptions and essential insights into the worlds of finance and…
More financial advisors are using the camera to get their message across to clients and potential clients. They say even a two-minute clip on their…
An advisor who will see his practice double with the acquisition of a retiring advisor’s book of business wants to know the benefits of a…
Harvard Business School professor Michael Porter says you should adopt the approach
But the prospects for two major U.S. firms and one prominent Canadian player differ quite significantly
There’s mounting evidence that a portfolio laden with dividend-paying stocks does indeed pay off. Around 2006, indexing portfolios to dividend payments rather than market capitalization…
This short-term forecasting tool can
The prices of solid bond issues can fall precipitously during market downturns, as they did during the recent stock market collapse of 2008
Toronto-based Fidelity Investments Canada ULC has expanded its U.S. mutual fund lineup for Canadian investors
Financial guidance theory suggests a method to design retirement income
Study shows break-even time has soared
Conditions are “not so bad,” says one fund portfolio manager
Finding a decent stream of income in the current low interest rate environment is challenging for financial advisors and their clients. Long-term bond yields have…
If there’s a big buying or selling panic, some managers of ETFs may have trouble trading
Vancouver-based HSBC Bank Canada has announced that its new president and CEO will be Paulo Maia, who currently is CEO of the bank’s Australian operations.
Earl Evans will be staying in Canada for three more years in a greatly expanded position within Australia’s Macquarie Group
Insurers, MGAs and independent insurance advisors will now face more comprehensive compliance obligations
The cost of health care is causing some clients to consider delaying retirement, Munich Re survey finds
Pinterest uses a picture “pinboard” format to bring traffic to websites and blogs
A study from the CSA examines the issue, but doesn’t take a position
The Crown corporation’s new partnership with Advocis aims to create “reciprocal promotion and education”
But small competitors are angling for a bigger piece of the trading pie
Although regulators in other countries are banning certain compensation practices in their financial industries, Canadian regulators have resisted that temptation. However, domestic regulators’ efforts to…
The Vancouver-based firm will also look to build out its insurance business by partnering closely with manufacturers
OBSI calling out firms will only working if there is enough "shame"
Oscar Belaiche is the recipient of Investment Executive's 2012 Fund Manager of the Year award
Some insurers are removing long-term, guaranteed products
Canada should resist the overtures of gigantic, state-owned oil companies.
Canada may not be a world heavy weight, but we have our pride.
A developer says that Montreal needs the boost of a spectacular new bridge. But who will pay?
The PMO seems to open and close the door for reasons only it understands
The embattled industry ombudservice has been fighting wars on two fronts over the past year
Falling to Earth in a big suit certainly takes courage. But so do Latin exams
It would be better if regulators and, in particular, OBSI could treat both the industry and clients fairly and with respect
