Practice

Planning and Advice

How to captivate clients

Make sure you communicate effectively with every client.

By Martha Porado |August 21, 2013

2 min read

Industry

OSC to mystery shop, target advisor titles

Ontario regulators plan to take measures to alleviate investor concerns.

August 20, 2013

1 min read

Industry

The kids are all right, says financial literacy poll

Parents are doing just fine as financial role models for their kids.

By Staff |August 20, 2013

2 min read

Planning and Advice

When a client loses a spouse

Few situations are more difficult for an advisor than when a client loses a cherished partner.

By Dan Bortolotti |August 20, 2013

2 min read

Planning and Advice

Will the commission debate affect advisor business valuations?

The commission debate is gaining momentum, which could make your practice hard to sell if you don’t make your value clear.

By Stephanie Holmes-Winton |August 19, 2013

2 min read

Estate Planning

What is my client’s company worth?

There are several approaches to determining the value of a business.

By Mark Groulx |August 19, 2013

3 min read

Planning and Advice

How to tell clients you switched firms

When leaving your current firm, breaking the news can be tricky.

By John Lorinc |August 19, 2013

2 min read

Planning and Advice

Advisor analysis – Brenda Hiscock

If Mike and Gary want to continue with a lavish lifestyle into the future, I suggest they cut back a bit for the remainder of Mike’s career in order to amass funds for retirement. They currently only have enough to fund about three years of their lifestyle, and they have life expectancies of about 85 years, so they are very unprepared at this time.

By Brenda Hiscock |August 19, 2013

2 min read