News and resources for Canada's top financial advisors
Planning and Advice
Equity trader and investment analyst (coming in at numbers 10 and 12 respectively) are two of the top 12 jobs that promote a good work-life balance, says Forbes
By Staff |July 18, 2014
1 min read
Employers take note: 65% of workers say they could leave their employer at any time.
LinkedIn recently introduced a new feature with possibilities for your practice: long-form publishing.
By Jay Palter |July 17, 2014
3 min read
One of the important challenges in retirement planning is deciding what values to use for the expected returns of stocks and bonds. Everyone likes to talk about investment returns, so these numbers are likely going to capture the interest of clients. That means you’d better ensure your numbers are reasonable.
By Dan Bortolotti |July 15, 2014
Industry
Most families are worried about their finances.
By Staff |July 14, 2014
2 min read
Estate Planning
The best way to learn is through mistakes. So here are three common estate planning offences.
By Elaine Blades |July 14, 2014
Having two elderly parents move into the family home can involve quite an adjustment. But as Bill and Amy have discovered, caring for aging parents can have an impact on a family’s finances as well. The good news: there are numerous tax credits and deductions to help ease that financial burden.
By Frank Jasek |July 14, 2014
Economic Indicators
Seniors today have never been better off financially, and are four times richer than their parents were at the same age in the mid-1980s,
By Staff |July 11, 2014
Friends can be fickle. On one hand, they’re resistant to doing business with you because they worry you may discuss their finances around mutual acquaintances. On the other hand, if they have a serious problem they’ll want help from someone they know and trust.
By Bryce Sanders |July 11, 2014
Get an inside look at an advisor’s scheduling process, as well as tips on how to better manage your practice.
July 10, 2014
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