Practice

Planning and Advice

Cue a rate cut?

Falling interest rates could be bad for retirees

By Bryan Borzykowski |June 23, 2014

4 min read

Industry

Target creating dorm-outfitting registry

Your busy family oriented clients may be interested in this time-saving service.

By Staff |June 20, 2014

1 min read

Economic Indicators

Powering business with mobile devices

Mobile technology is having a boon to Canadian businesses, say 73% of firms surveyed by software company Sage North America.

By Staff |June 18, 2014

2 min read

Industry

Global asset managers changing strategies

More than three quarters of asset managers say they are embarking on a fundamental shift in their overall business strategy.

By Staff |June 18, 2014

2 min read

Industry

5 tips for better performance reviews

Almost all performance appraisals are painful and don't result in better results, says HR firm PI Worldwide.

By Staff |June 18, 2014

2 min read

Planning and Advice

MFDA website adds section for seniors

The MFDA has launched a seniors’ section on its website.

By Staff |June 17, 2014

1 min read

Planning and Advice

How to discuss underperformance — real and perceived

Clients sometimes mistakenly think their investments are underperforming—typically a result of using the wrong benchmark. Other times, your advice doesn’t work as expected and portfolios actually do fall short. Here are some examples of both cases, and how to handle them.

By Bryce Sanders |June 17, 2014

3 min read

Planning and Advice

LinkedIn faces lawsuit over alleged address book misuse

LinkedIn is facing a U.S.-based lawsuit that claims the business networking company accessed users’ email address books and used them to recruit new customers.

By Staff |June 16, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: X is for eXcited

Each week, we look at the ABCs of cash flow management.

By Stephanie Holmes-Winton |June 16, 2014

2 min read

Planning and Advice

Advisor analysis – Ron Malis

Bill and Amy’s financial circumstances are challenging and unpredictable. In addition to raising children, maintaining a satisfying standard of living and saving for retirement, they now have to financially support and care for Bill’s parents. The health and day-to-day living issues are stressful enough.

By Ron Malis |June 16, 2014

4 min read

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