Practice

Planning and Advice

Get personal to win clients

If you make enough of an effort to connect with a client, you’ll become a core part of his support network.

February 24, 2015

1 min read

Planning and Advice

8 myths about financial planning

You understand how important financial planning its, but not all clients grasp its value. Here’s how to bust eight common myths.

By Bryce Sanders |February 23, 2015

4 min read

Planning and Advice

A global view: how clients around the world are feeling about their retirement and investments

Falling oil prices. Political unrest. The debt crisis in Europe. The world looks like a scary place right now for retirees who rely on their investment earnings. Read on for our pick of articles that might help you cope.

By Camilla Cornell |February 23, 2015

2 min read

Planning and Advice

Deducting investment fees

A recent case questions the rules

By Jamie Golombek |February 20, 2015

3 min read

Planning and Advice

So you’re fee-based. Now what?

How to show clients you’re working for them

By Darren Coleman |February 20, 2015

4 min read

Economic Indicators

How much more are government workers paid?

Government workers in Ontario are paid an average of 11.5% more than their private-sector counterparts, shows a study by the Fraser Institute.

By Staff |February 18, 2015

2 min read

Industry

Worst ways to quit a job

How you quit a job can impact your future career opportunities.

By Staff |February 13, 2015

2 min read

Planning and Advice

Making an impact with your LinkedIn company page

Though many advisors are comfortable with the ins and outs of using LinkedIn via their personal page, few are using one of the strongest features of the social network: company pages.

By Maureen McCabe |February 12, 2015

3 min read