News and resources for Canada's top financial advisors
Planning and Advice
Feeling stressed due to work? You’re not alone. In today’s fast-paced environment where you’re plugged into the office 24/7, it’s easy to carry work stress home. But not taking a break can negatively impact your mental and physical health, and ironically, your work performance.
By Staff |July 20, 2012
1 min read
Industry
Internal auditors are being exposed to emerging areas of the business, gaining knowledge and providing enhanced risk management procedures, finds a new study by global consulting firm Protiviti.
By Staff |July 17, 2012
It’s easy for couples to get caught up in planning the big day, but as their advisor, you must keep them on the right financial track. Also, make sure both are prepared to work on that plan.
By Martha Porado |July 13, 2012
2 min read
Financial institutions like Barlcays and JP Morgan have been hogging the limelight lately, pushing officials and investors alike to question the integrity of the industry. Help your clients cut through the noise and focus on rational planning.
July 12, 2012
Technology
Social media offers a way for clients to get to know us as people, and not just advisors.
By Jay Palter |July 12, 2012
In 2008, some advisors dodged client calls to avoid difficult conversations about their failing investments. But not Dirk Hohmann; he suggests calling every single client and discussing all options to make sure they stick with you.
By Suzanne Sharma |July 12, 2012
4 min read
Canadian workers are doing little to contribute to our flailing economy, says a Global Workforce Study recently released by Towers Watson. But by boosting staff productivity, you'll protect your business and boost your bottom line.
Many of you joined this business because you like people. You thrive on the interactions at annual meetings; you live for the rush of seeing your clients achieve goals and then spend their hard-earned wealth.
By Staff |July 12, 2012
Is mobile banking the way of the future? While only a small minority have turned to it so far, the trend is growing, says the most recent issue of the Ipsos Canadian Inter@ctive Reid Report. More than one-in-10 online Canadians (12%) have completed transactions using their mobile device in the past three months, shooting up […]
By Staff |July 10, 2012
Workplaces today include four different age groups: veterans, baby boomers, Gen X and Gen Y. The different dynamics of each group may have you scrambling to tailor your motivation and training tactics.
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