Practice

Industry

Getting to know wealthy clients: HNW conference

how to locate and charm wealthy prospects.

October 31, 2013

2 min read

Industry

How to partner with lawyers and accountants

Strategic partnerships with professionals will grow your practice.

By Jessica Bruno |October 31, 2013

2 min read

Planning and Advice

Advisors can do more to help their clients relax in retirement

Retirees are re-assessing how they deal with financial markets

By Al Emid |October 30, 2013

3 min read

Planning and Advice

Tips for serving wealthy clients: HNW conference

Advisor.ca live-tweeted the Strategy Institute's HNW conference yesterday.

October 30, 2013

2 min read

Industry

Adapt to wealthy client needs, or else

The priorities of Canada’s wealthy are changing, and advisors who fail to adapt will see prized clients walk out the door.

By Dean DiSpalatro |October 30, 2013

2 min read

Industry

Advisors must think like business owners

Advisors often fail to capitalize on the unique characteristics that set them apart from legacy and big-brand competitors, says SEI.

By Staff |October 30, 2013

1 min read

Industry

First bitcoin ATM opens in Vancouver

Vancouver-based Bitcoiniacs and Nevada-based Robocoin have launched the world’s first bitcoin ATM. It’ll convert bitcoins, a digital currency, to Canadian dollars and vice versa, reports cbc.ca. Read: A bitcoin ETF? Customers in Vancouver who visit the ATM will have their palms scanned, and can exchange up to $3,000 worth of bitcoin per day on Canada’s […]

October 30, 2013

1 min read

Industry

Solve client complaints before they head to regulators

Clients and regulators are asking a lot of you. But they don’t always know what you do.

By Jessica Bruno |October 30, 2013

3 min read

Planning and Advice

Advisors can do more to help their clients relax in retirement

Retirement is meant to be the time in life when people finally get to relax, yet concerns about pension security, market volatility and scandals have retirees reaching for their heart medication. Some advisors have altered their approach to retirement planning to help relieve this stress.

By Al Emid |October 30, 2013

3 min read

Planning and Advice

Turning asset allocation on its head

Among all the principles of retirement planning, perhaps none is more fundamental than the idea that a portfolio should become less risky as the client gets older. Indeed, the whole industry of target-date retirement funds is built upon the idea that equity allocations should gradually decrease as the investor gets older. But a pair of prominent researchers recently flipped that idea on its head.

By Dan Bortolotti |October 29, 2013

3 min read

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