News and resources for Canada's top financial advisors
Industry
Last week, Advisor.ca live-tweeted the 15th annual STEP conference.
By Staff |June 17, 2013
1 min read
Planning and Advice
Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he might not be able to retire.
By Suzanne Sharma |June 17, 2013
2 min read
Market Insights
As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to a sudden decline were those nearing retirement, with little time left to recover losses.
By Raf Brusilow |June 17, 2013
3 min read
Most advisors can’t move their online prospect relationships offline. That means they see no return on investment for their efforts, so they often give up on their social media marketing strategies. But that’s a mistake. In this article, I’ll show you how to transition your client relationships on LinkedIn since it’s the most effective network for advisors.
By Melonie Dodaro |June 14, 2013
The vast majority of parents know fostering financial literacy is crucial.
By Staff |June 14, 2013
Your Business
Financial planner and market theoretician Jim Otar explains the most important factors impacting a portfolio’s growth as withdrawals are made during retirement.
June 14, 2013
19 min read
IIROC is hosting the 5th Global Investor Education Conference.
By Staff |June 13, 2013
The data broker industry is based on the trade of people’s personal information.
June 13, 2013
Economic Indicators
Conseiller Editor Yves Bonneau scored a prestigious KRW award with this editorial. We at Advisor.ca salute this achievement and present his work for you on our site. As baby boomers transition from employment to pension, our attention turns to their successors – Generations X and Y. And what do the soothsayers see for these groups, […]
By Yves Bonneau |June 13, 2013
Sparks were flying at Facebook’s first annual general meeting yesterday as frustrated shareholders pressed the social media giant’s founder for answers, reports the Financial Times.
By Staff |June 12, 2013
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