Practice

Planning and Advice

Advisor audio: What makes a top advisor

What does it take to be a Barron's Top 100 Women Financial Advisor for five years running?

May 7, 2012

1 min read

Planning and Advice

How to help young women clients

Women are the driving force behind current household economics and are making up more of the workforce than ever before.

May 7, 2012

4 min read

Planning and Advice

Veterans’ advice for young advisors

Industry veterans agree education and networking will help young advisors to succeed.

May 7, 2012

3 min read

Industry

Regulation doesn’t stifle social media

It’s a familiar refrain in the financial services industry: I’d like to use social media, if only compliance would let me.

May 4, 2012

4 min read

Planning and Advice

Knowledge checklist for passive partners

If you have clients married to business owners, here’s some crucial information they should know, especially if they’re named in the articles of incorporation or partnership agreement

By Melissa Shin |May 1, 2012

2 min read

Planning and Advice

Make sure you’re compliant

There have been dramatic changes to the Canadian regulatory landscape thanks to National Instrument 31-103; so now’s a good time to self-diagnose your personal compliance regime. Here are five things to review

By Prema K. R. Thiele |May 1, 2012

3 min read

Planning and Advice

Stop talking down to women

Shopaholic. Clueless. Princess. That’s how personal-finance books describe women.

By Melissa Shin |May 1, 2012

2 min read

Planning and Advice

Advisor confidential | Olivia Woo

My experience has taught me never to make assumptions about the status or net worth of the people I meet. I’m at my professional best with everyone.

By Kanupriya Vashisht |May 1, 2012

2 min read

Estate Planning

Estate planning enters 21st century

It is not a social media story. And yet you know the medium has come of age when your Facebook and Twitter accounts and photos are considered digital assets that must be part of your estate planning.

By Vikram Barhat |April 30, 2012

3 min read

Industry

Empire Life launches iPad app

The Empire Life Insurance Company has launched a new iPad application that provides simple, fast quotes on up to four term insurance products at once.

By Staff |April 27, 2012

1 min read

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