Industry

Decorative pattern

Preventing ID fraud

Discovering that personal information has been stolen to carry out fraudulent acts can be overwhelming to a victim, and render him or her incapable, physically and emotionally, of unravelling the wreckage. Predictably, most victims approach law-enforcement authorities, financial institutions, credit rating bureaus and other such agencies. Few think of turning to the one person who’s […]

By Vikram Barhat |October 1, 2010

9 min read

Decorative pattern

What’s in your inbox?

About 247 billion e-mails crackle across global Internet networks every day, according to The Radicati Group, Inc. That works out to more than 2.8 million e-mails sent every second from 2.9 billion accounts. About one in four of those accounts is a corporate account, and corporate users receive an average of 74 e-mails and send […]

By Alison MacAlpine |October 1, 2010

12 min read

Decorative pattern

RCA case studies

Estate Planning is an ongoing process, and adjustments must be made from time to time or when significant life changes arise. Luckily, the planning relative to the Retirement Compensation Arrangement (RCA) can be adjusted as circumstances change to meet your clients’ estate-planning needs. Whether it’s a sale of a business, pre-nuptial or divorce issues, family […]

By Pierre Ghorbanian |October 1, 2010

5 min read

Decorative pattern

Strategic philanthropy

One advisor discusses how to develop a plan that resonates with business-owner clients. Brayley: How does the topic of philanthropy usually come up with business owners and executives? McAlpine: Often, discussions about the overall business strategy lead to owners talking about their desire to support the communities in which they do business. Sometimes it’s because […]

By Anne Brayley |October 1, 2010

3 min read

Decorative pattern

Adding ETFs to client portfolios – Part 2

Because their many benefits outweigh their few shortcomings, we expect ETFs to represent a much greater share of managed assets in the future. But some structural issues within the advisory industry need to be addressed if ETFs are going to take centre stage alongside today’s more mainstream managed products.

By Guy Lalonde |October 1, 2010

8 min read

Decorative pattern

A case for U.S. equities

According to EPFR Global, there’s been a stampede out of U.S. stock funds this year, with outflows totalling $51 billion. With such an overwhelming sense of pessimism, a laundry list of concerns and a general lack of investor interest, U.S. equities may just offer the next big contrarian investing opportunity. In finance, a contrarian is […]

By Kamran Khan |October 1, 2010

8 min read

Decorative pattern

Dependant’s relief

Measures available to become self-sufficient; Needs and an accustomed standard of living; Age and physical and mental health; His or her ability to contribute to support; The claimant’s current assets and means; The claimant’s current assets and means; His or her ability to contribute to support; Age and physical and mental health; Needs and an […]

By Daniel Dochylo |October 1, 2010

7 min read

Decorative pattern

Technology can drive savings

The rewards for employing technology include business efficiency and enhanced personal communication. Even the tax system provides benefits to those who embrace the cyber world. Let’s start with tax write-offs for computer equipment: Computers used in a business are capital assets that may be depreciated over time. But currently, a temporary 100% write-off is available […]

By Gena Katz |October 1, 2010

3 min read

Decorative pattern

Warming up to compliance

Does the sight of the compliance officer make you a bit nervous? When they come around, do you often catch yourself wondering what “somebody” did? If so, you’re not alone. The compliance officer has not traditionally been the average advisor’s favourite person. His or her job, in the eyes of many advisors, is to catch […]

By David Lister |October 1, 2010

8 min read

Decorative pattern

Untapped market awaits online

Four years ago, Jack Simons had a blow-out with his financial advisor. His advisor’s partner gave Simons some bad investing advice and a stock went sour, costing the Toronto-based business consultant thousands of dollars. At the same time, Simons was beginning to feel frustrated with the high fees he was paying, so when he lost […]

By Bryan Borzykowski |October 1, 2010

9 min read

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