Practice

Economic Indicators

Canada needs dementia strategy now

Parliamentarian Claude Gravelle says Canada needs a national strategy and he’s pushing for one.

By Staff |September 30, 2013

2 min read

Industry

Understanding DB pension plan contributions

Pension sponsors could be contributing improperly to their plans.

September 30, 2013

1 min read

Economic Indicators

U.S. reverse mortgage scheme needs bailout

A U.S. housing agency said Friday it needs a $1.7 billion bailout from the Treasury to cover projected losses in a mortgage programs for seniors.

By Staff, with files from The Associated Press |September 27, 2013

2 min read

Industry

CPP reforms won’t help upcoming retirees

The government’s proposed CPP changes would be phased in over 50 years.

September 25, 2013

1 min read

Industry

Gen Y critical to long-term business success

Building diverse teams that span generations is central to providing the best business results, says EY.

By Staff |September 24, 2013

1 min read

Planning and Advice

Investment performance vs. financial planning

Some clients will be out of the door in a hurry if their investment expectations aren’t met. If you have ever experienced even a small stampede for the door, you should ask yourself, “Have you led the client to believe that your primary role was to select products to meet their investment objectives?”

By John Page |September 23, 2013

7 min read

Planning and Advice

Devising the right prospecting strategy

If you ask an established advisor how she gets new clients, she’ll probably say through referrals. The implication is she prospected in the early days of her practice, but at a certain point stopped actively looking for clients.

By Bryce Sanders |September 23, 2013

3 min read