Industry

Choosing the right CRM

We often take for granted the huge role technology plays in our lives; that is, until an issue threatens to disrupt the entire way we do business. It was December 2009 when our CRM software provider made the call to us. The shock was profound when they informed us they were no longer supporting our […]

By David Wm. Brown |October 1, 2010

3 min read

Pension plan options

Whether a client’s retiring, starting a new job or taking time off, leaving an employer can often be an emotional time. Financial concerns and the need to make some important decisions, such as what to do with the company pension, may add to his or her stress level. If one of your clients has been […]

By Mark Borkowski |October 1, 2010

4 min read

Making money in troubled times

Recently, in a column in The Globe and Mail, a respected chief economist with a large Canadian investment management firm declared the ongoing economic malaise in the U.S. is, in fact, a full-fledged economic depression, not simply a garden-variety recession. The evidence he presented was compelling:

By Murray Belzberg |October 1, 2010

4 min read

Keep ETFs simple

I met a broker from Rochester at breakfast on the second day of an ETF conference in Albany, New York. I was a speaker on the first day and a moderator on the second, and was curious about the audience’s knowledge level and how the message was getting through. “Do you use ETFs in your […]

By Mark Yamada |October 1, 2010

4 min read