Lessons learned
Jill Snider thought client segmentation was a way of discriminating against small clients. By answering a few questions, Jill learned that she is already giving…
Jill Snider thought client segmentation was a way of discriminating against small clients. By answering a few questions, Jill learned that she is already giving…
Suppliers are developing tools to help you find files on your computer and on your network
Similar to FundSERV, the new system promises to centralize data exchange
The CRA’s “reasonable expectation of profit” rule allows taxpayers to write off interest on loans used to generate business income
Advisor Terry Colton, 63, has been practising retirement. “I firmly believe if you’re going to be good at something, you really need to practise it,”…
Boomers should have regular medical checkups and be screened for various cancers, heart disease and diabetes
Avoiding isolation is an important element of a successful practice, says Teresa Black Hughes, a partner in Vancouver-based Solguard Financial Ltd. and the new chairwoman…
If you’re planning on using a newsletter to communicate with clients, consider these tips provided by Joanne Ferguson of Advisor Pathways Inc.:> Do a client…
Advisor Teresa Black Hughes of Vancouver is passionate about what Advocis can do for financial advisors
Advisors can provide reasoned analyses of financial issues that will enable clients to make informed decisions
The professional from any discipline best qualified to be a client’s “trusted advisor” should get that role
Advisors recommend a diversified portfolio to help meet their retirement needs and their estate planning goal
Encourage your older clients to pursue health and fitness, not costly skin treatments and wrinkle creams
Proper client segmentation means your D clients become A clients to whomever is assigned to serve them
Price competition will force advisors either to eliminate costs or focus on value
Monthly or quarterly, e-mailed or in hard copy, consistency is key to a successful program
Full disclosure of relevant information is important, but different investors have different needs
It’s awards season, and the big winner may be Nova Scotia’s ability to attract television and film productions to the province. Indeed, the government intends…
Life is a twisty road, each curve full of surprises. Some of the turns bring a feeling of delight; others — well, they just make…
As silly as it was to be ashamed of a weak loonie, it’s just as absurd to take pride in the Canadian dollar’s recent strength.…
Re: “Current commission structure hurts professionalism” (IE, August 2007).I was surprised at the inaccurate and simplistic portrayal of the manufacturer/advisor/client relationship in this editorial. There…
A federal/provincial agreement won’t happen overnight, but a deal will eventually be made
Despite Flaherty’s willingness to proceed, politicians and securities commissions will dig in their heels
But some people just aren’t ready for full-service or diversification at banks and grocery stores
This analysis is not commonly used, but it’s useful because every company reports assets and common equity
Although these companies — and their strategies — differ greatly, all are worthy investment considerations
The firm is hoping to increase its AUM by adding a “family office” business as well as more specialty funds
Within a portfolio, look beyond returns. Equally important is the incremental effect a new holding can have on risk
But while prices will remain historically high, the peaks reached earlier this year will not be seen again, analysts say
In the face of the subprime mortgage-fuelled U.S. liquidity crisis, T-bills are getting more respect
As a result, banks and financial services firms are likely to face some difficult choices
Criterion launches “clean energy” fundToronto-based Criterion Investments Ltd. has introduced Criterion Global Clean Energy Fund, Canada’s first global “clean energy” fund. By investing in companies…
Manager Marc-André Robitaille forges his fund’s track record with research and a personal approach to company management
But research shows this may be the result of a lack of opportunity to access low-cost funds
Regulators should create a more efficient, streamlined system
Replace the current prospectus and annual forms with one document
AIM Canadian Balanced beats RBC Balanced in recent performance, but sports a slightly higher
Bond fund managers see opportunities in the volatility, but some fear a long-term economic slowdown
New Zealand-based company enters the fray, but many advisors are cool to the product
As discount brokerage business grew dramatically over the past decade, the full-service side has held its ground
Debra Hewson plans to continue enhancing financial services for Odlum Brown’s clients
The AMF says the hike is necessary to replenish the compensation fund after a big payout to Norbourg Group investors
But older white-collar workers have more possibilities of extending their careers than older rank-and-file workers
In spite of its foiled attempts to acquire Crocus’s assets, GrowthWorks has put the last piece of its national puzzle in place
Fraternal benefit society’s purchase of Unity Life of Canada will increase the former’s sales capabilities tenfold
Fund manager holds on to hammered holdings after markets “overreaction” to subprime debacle
Financial services companies continued to perform well in the second quarter, but that was before financial turmoil struck in August. Although most companies are not…
The regulatory framework, enabling financial institutions to issue GICs, spared some firms from being burned in the credit crisis
A big question is whether the TSX and the MX will get together — or will they actually slug it out?
Brian Gore wants to keep abreast of industry needs by contacting a broad range of executives and operational individuals
TD Bank Financial Group has partnered with the G. Raymond Chang School of Continuing Education at Ryerson University in Toronto to develop a program aimed…
There are concerns that the professional association of B.C. geologists is unwilling or unable to regulate its members
Although the feds are moving in the right direction, corporate tax rates need to be cut further for the economy to operate efficiently
Now that the loonie has reached parity with the U.S. dollar, a significant number of Canadians are planning more and longer vacations as well as…
The deal gives Ethical Funds’ products exposure to the broker/dealer and Desjardins’ products exposure to the credit unions
It is a win/win: Dundee no longer has to support a bank under pressure and Scotia increases exposure to wealth management
The Winnipeg-based managing general agency also has plans to expand across the country
New infrastructure will require US$30 trillion to be spent by 2030
Efficient advisors have bigger books that generate more revenue
Apparently, securities regulators have recovered sufficiently from their first experience in meeting a large room full of disgruntled investors that they are ready to do…
But some contend private/public partnerships cost more than traditional financing and reduce flexibility
Existing members are ideal clients for credit unions’ wealth-management services because they tend to be great savers
Some clients have connections to Canadian firms; its books and records may be located in Toronto, where its trading also took place
