Practice

How to define and manage corporate risk

Every business should have a system for both defining and employing proper risk management measures. Rob Quail of Hydro One talks about he manages possible corporate hazards at the company.

By Regan Reid |September 28, 2012

2 min read

Planning and Advice

Gain clients by explaining your motivations

Many advisors are frustrated because they can't attract the right type of prospects. What are they doing wrong?

By Fortunato Restagno |September 28, 2012

2 min read

Industry

Help entrepreneurs focus on clients first

All business owners know the value of attracting clients. But, many new owners are too focused on uncontrollable issues like the economy, says a new CIBC poll.

By Staff |September 27, 2012

2 min read

Estate Planning

Lunchtime takeaway: How long will you live?

Life expectancy for Canadians varies regionally.

By Staff |September 27, 2012

1 min read

Planning and Advice

7 tips to fight fraud

How to minimize risk of employee misconduct

By Michael McCormack |September 26, 2012

3 min read

Economic Indicators

Canadians aren’t worried about debt

Canadians are alarmingly accepting of debt as a financial strategy. Even though many are carrying record levels of debt, 62% are comfortable with their financial situation, finds a Hoyes Michalos/ Harris/Decima poll. Further, 26% agree their debt levels are higher than one year ago. Read: Debt denial still runs deep Respondents were asked whether they […]

By Staff |September 25, 2012

2 min read

Planning and Advice

How to be memorable to prospects

How do you make a good enough impression so wealthy prospects want to get to know you better? Be interesting.

By Bryce Sanders |September 25, 2012

3 min read

Industry

The right way to manage debt and cash flow

Most advisors ignore clients’ debts and cash flow until they become major problems.

By Stephanie Holmes-Winton |September 24, 2012

3 min read

Industry

Help clients invest like the top 1%

Wealthy investors may have more money, but that doesn’t mean they use vastly different investment strategies than your other clients.

By Wire services |September 21, 2012

1 min read

Industry

Will smartphones replace wallets?

Smartphones may still be lagging when it comes to taking over the virtual payments business, as evidenced by two companies this week. Square, a San Francisco-based mobile payment company, was valued at $3.25 billion in its latest fundraising, reports Richard Waters of Financial Times. However, that’s a huge feat for a start-up company that has […]

By Wire services |September 20, 2012

1 min read

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