News and resources for Canada's top financial advisors
Planning and Advice
Your job requires you to be equal parts introvert and extrovert.
By Brynna Leslie |October 28, 2013
2 min read
One thing many prospects want to know right away is how much you get paid, and how. Use the opportunity to explain your value.
By Bryce Sanders |October 28, 2013
3 min read
Estate Planning
How the process works
By Margaret O’Sullivan |October 28, 2013
Industry
As focused as advisors are on their clients’ retirement goals, many don’t realize some of their peers are continuing to work well past 55.
By Jordan Rosenberg |October 25, 2013
If people buy and hold, they stand to gain at least 100 basis points per year. How is that possible?
By André Fok Kam |October 25, 2013
Your Business
Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.
October 24, 2013
10 min read
The process of aging can take its toll
By Jill O'Donnell and Graham McWaters |October 23, 2013
4 min read
Economic Indicators
Your small-business owning clients are putting all of their energy into planning and establishing their companies.
By Staff |October 23, 2013
As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for their retirement years. But retirement is about more than just finances. Understanding the needs of your aging clients both financial and non-financial is essential. A complete picture of your clients' situation will allow you to serve them to the best of your abilities.
A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals for a year and it will be back on track for lifelong income.
October 23, 2013
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