News and resources for Canada's top financial advisors
Planning and Advice
It’s important to keep being inquisitive with your clients, even longtime ones. If you’re constantly learning about your clients, you may find new opportunities for business.
By Larry Distillio |November 25, 2013
4 min read
We all have off days. Maybe business is slow or you’re in a prospecting slump. These ideas will help lift your mood.
By Bryce Sanders |November 25, 2013
3 min read
Market Insights
Canadians been told time and time again that, at the very least, their goal should be to retire debt-free. Many are struggling to pay off their debts, and for those who do, there's the allure of the reverse mortgage.
By Staff |November 25, 2013
2 min read
Industry
Canadian pensions are at risk due to long-term low interest rates.
By Staff |November 21, 2013
1 min read
Standard Life Canada is changing its Ideal Segregated Funds Signature 2.0 by adding the Global Absolute Return Strategies (GARS) Fund in its Ideal 75/75 Series.
By Staff |November 18, 2013
Economic Indicators
Warren Buffett's investing success is the subject of study by a team of researchers from Yale and New York University who want to understand what makes the billionaire so good at business.
The Ontario Teachers' Pension Plan has agreed to acquire Burton's Biscuit Company, a major player in the UK biscuit market, the pension says.
This month’s Faceoff is all about what clients need to save for retirement. Mary Chan and Janet Freedman are the featured participants.
By Deanne Gage |November 18, 2013
5 min read
Some clients want to bend the rules to save time. But you work in a highly regulated business and can’t afford a misstep.
By Bryce Sanders |November 18, 2013
I read an article that suggested more than half of advisors use some form of bucket strategy. But popularity isn’t always a sign of effectiveness.
November 18, 2013
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