News and resources for Canada's top financial advisors
Industry
Manulife Investments has launched Manulife RetirementPlus, designed for people who are between five and 15 years from retirement.
By Staff |September 18, 2013
1 min read
While 56% of investors believe their savings will need to last at least 25 years in retirement, many lack a plan.
2 min read
The majority of mobile owners in Canada (70%) have been using financial apps for the past year, finds a BMO survey.
By Staff |September 17, 2013
Help your clients engage their teens on the consequences of good and bad money by sending them to Dollar Decision$, a new interactive scenario simulator from the Investor Education Fund (IEF).
By Staff |September 16, 2013
The pesky myth about advisors is they’re just for the wealthy, says Forbes, but really the opposite is true.
Planning and Advice
You must alleviate the fears of biz-owner clients.
September 16, 2013
New Canadians are the fastest-growing segment in the country.
By Simon Parmar |September 16, 2013
3 min read
Don’t let your client live longer than his money
By Kris Ullman |September 16, 2013
4 min read
Referrals are a good way to grow your practice, but you’ll need other methods if you want to take your business to the next level. Here are five strategies established advisors use to beef up their books.
Juggling daily tasks and client meetings can be difficult.
By Staff |September 13, 2013
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