News and resources for Canada's top financial advisors
Industry
Predicting recessions in real-time could be made possible by mining vast new sources of electronic data, according to a report released today by the C.D. Howe Institute.
By Staff |September 5, 2013
2 min read
Planning and Advice
Clients seek more than market outperformance.
By Staff |September 4, 2013
1 min read
Pension assets remained unchanged during the second quarter of 2013, as a spike in interest rates in June negated advances in April and May.
Advisor Group’s salary survey shows where you stack up.
Your clients don’t mind paying you to manage their investments, and most of them say you’re worth what you earn.
By Philip Porado |September 4, 2013
When one of your top clients is planning a resort vacation or cruise, you might want to surprise her with an unexpected gift. Here are some high-impact ideas for a lasting impression.
By Lisa MacColl |September 4, 2013
We provide tools for better client communications.
The vast majority of Canadian financial advisory clients think you’re worth what they pay you. So says Advisor Group’s 2013 Salary Survey, which checked in with a sampling of both clients and advisors from coast-to-coast. Yet, while clients appear comfortable parting with cash for services rendered, other portions of the survey reveal they may not realize how much they shell out.
4 min read
How to tell clients you’re worth what they pay you.
By Suzanne Sharma |September 4, 2013
6 min read
Break down specific product costs.
By Melissa Shin |September 4, 2013
3 min read
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