Practice

Planning and Advice

Clients will gossip about bad service

A survey of customers' attitudes towards service in retail has some takeaways for advisors.

By Staff |November 14, 2014

1 min read

Planning and Advice

Score points with sports fans

With winter on the horizon, giving your sports fanatic clients a branded hockey puck might seem like a good idea.

By Lisa MacColl |November 14, 2014

2 min read

Planning and Advice

Boost client service through better time management

We help advisor Snigdha Malik make the most of her time. Find out how.

November 14, 2014

7 min read

Planning and Advice

Learn how to educate clients from a math teacher

Whether it’s explaining ETFs or laddered annuities, advisors need to educate clients to help them make the best choices. But explaining complicated concepts isn’t easy.

By Casey Dorrell |November 14, 2014

3 min read

Planning and Advice

How to attend the Calgary Stampede

While you didn’t grow up on the back of a bronco, you can still showcase the best of the West.

By Jessica Bruno |November 14, 2014

4 min read

Industry

Regulators won’t stop at CRM2

Advisors can’t fight regulatory change.

November 12, 2014

5 min read

Planning and Advice

What happens to RRSPs in bankruptcy?

Your client just told you they declared bankruptcy. What will happen to their registered investment accounts?

By Ted Michalos |November 12, 2014

3 min read

Your Business

CE Course: Adaptive Asset Allocation: A Primer

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term observed average values are shown […]

By Adam Butler, Michael Philbrick and Rodrigo Gordillo |November 12, 2014

18 min read

Your Business

CE Course: Global CAPE Model Optimization

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods. Introduction The paper, Global Value: Building […]

By Adam Butler, Michael Philbrick and Rodrigo Gordillo |November 12, 2014

15 min read

Planning and Advice

Canadians fall short of goals by average of $45,000

Two thirds of Canadians are unable to reach their financial goals as quickly as they planned, finds a survey by Capital One and Credit Canada Debt Solutions.

By Staff |November 7, 2014

1 min read

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