News and resources for Canada's top financial advisors
Industry
Older Americans fared best during the recession.
By Staff |March 3, 2014
2 min read
Planning and Advice
Clients can be fickle. When the market declines, it’s your fault. You’re the expert and should have seen it coming. When the market rises, you were just doing your job.
By Bryce Sanders |March 3, 2014
3 min read
Every week, we look at the ABCs of cash flow management.
By Stephanie Holmes-Winton |February 24, 2014
You have a meeting with your branch manager to discuss business planning, specifically how you intend to add new clients. Here are some tips on how to answer common questions.
By Bryce Sanders |February 24, 2014
4 min read
Economic Indicators
Business owners weren’t happy with Budget 2014.
February 21, 2014
Write client letters like Hemingway with this new app Novelist Ernest Hemingway is known as a master of clear, concise, writing. He shunned adverbs. He never used long words when a short one sufficed. His sentences were short and declarative. Read: A web app to manage your workflow For advisors who wish they could write […]
By Staff |February 20, 2014
1 min read
RRSP or TFSA: Where to stash your retirement cash?
February 20, 2014
5 min read
IIROC's guide reinforces advisors' obligation to explain borrowing-to-invest strategies when recommending them to clients.
By Staff |February 19, 2014
You’ve hired a new team member. Now what?
By Juli Leith |February 19, 2014
Being summoned for jury duty can be stressful.
February 19, 2014
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