Practice

Economic Indicators

6 common RRSP mistakes

Ensure your clients steer clear of these RRSP missteps and missed opportunities this contribution season.

By Staff |January 15, 2014

2 min read

Industry

Investors turning to the web for RRSPs

With RRSP season in full swing, it’s likely most clients are scheduling meetings with their advisors. But not all—a healthy number of RSP contributors are doing things themselves by investing online.

By Bryan Borzykowski |January 15, 2014

3 min read

Industry

Business owners fear natural disasters

Check out what's worrying biz owners.

By Staff |January 14, 2014

1 min read

Planning and Advice

6 traits of highly successful advisors

Client retention is one of the least-understood aspects of being a successful advisor.

By Staff |January 14, 2014

2 min read

Planning and Advice

Global equity appeal stronger than ever

Low interest rates. Longer lifespans. Slow economic growth. A government that’s tightening its belt. Are the retirement challenges of the New Year—and plenty of years to come—any different from those of the old one?

By Sadiq S. Adatia |January 14, 2014

5 min read

Estate Planning

How to keep second-generation clients

Connect to clients’ kids when helping with wealth transfers.

January 14, 2014

2 min read

Planning and Advice

Which clients will jump ship?

Set your fees wisely and pursue wealthier clients to keep book turnover down, says a report by PriceMetrix.

By Staff |January 13, 2014

2 min read

Estate Planning

Stress-testing a will

Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person drawing up the will has the right to draft one according to his or her wishes, family members have the right to challenge and contest it.

By Daniel J. Dochylo |January 13, 2014

9 min read

Planning and Advice

Doing business with friends

Many assume their friends don’t want to do business with them because of complications if things don’t work out. Fact is, some actually prefer to have business relationships with friends.

By Bryce Sanders |January 13, 2014

2 min read

Planning and Advice

Hadfield’s astronomically busy retirement

Retirement doesn't mean successful clients need to slow down. Take Canadian astronaut Chris Hadfield, who retired from space exploration in 2013.

By Staff |January 10, 2014

1 min read

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