Industry News

Decorative pattern

Industry

Building your business

Building a business is a bit like working a jigsaw puzzle. Before you spread out all the pieces, you need to look at the big picture on the box. Then you separate the edge pieces – build the structure first – and categorize all the other pieces by shape, size and colour. After considerable trial […]

By Kanupriya Vashisht |November 19, 2010

12 min read

Decorative pattern

Industry

Fundamentals helped firm flourish

From a basement office in 1997 to a stand-alone building that houses their business and serves as a gathering point for more than a dozen local charity groups, O’Farrell Financial Services Inc. in Kemptville, Ont., has seen a lot of change in the past 13 years. But, amidst all the change, the firm has stuck […]

By Philip Porado |November 19, 2010

3 min read

Decorative pattern

Industry

The family office evolved

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |November 19, 2010

9 min read

Decorative pattern

Industry

Redefining retirement and your business

A year ago, advisors heard many clients announce they’d delay retirement. Fear was the flavour of the month. And, with losses mounting, a lot of advisors who’d been preparing to shift focus from accumulation to payout put the brakes on those plans and opted to stay on the asset-gathering course a little longer. But surging […]

By Philip Porado |November 19, 2010

2 min read