Practice

Planning and Advice

The equity owner | Mark Farris

Mark Farris an equity owner investment advisor discusses the costs of doing business

By Melissa Shin |March 1, 2012

3 min read

Planning and Advice

Other ways to calculate costs

Three advisors and an industry expert share advice for tracking the bottom line.

By Melissa Shin |March 1, 2012

2 min read

Planning and Advice

The bank advisor | Alex Bird*

A bank advisor explains the costs of a bank-owned brokerage

By Melissa Shin |March 1, 2012

3 min read

Planning and Advice

The professional services advisor | Cynthia Kett

Cynthia Kett of Stewart and Kett, Toronto breaks down the costs of doing business as a professional services firm

By Melissa Shin |March 1, 2012

4 min read

Planning and Advice

Rod Tyler, CFP, RFP, CLU, Fellow of FPSC Owner, Tyler and Associates, Regina Book size $110 million; 400 households. Model Grid system, which provides full services from dealer. The dealer takes at most 20%. It costs more than desk fees, but the services are worth it. Compensation Fees based on a sliding-scale percentage of AUM. […]

By Melissa Shin |March 1, 2012

2 min read

Planning and Advice

Ask clients to consolidate

You suspect your client has money in multiple places, but you’re afraid to ask outright.

March 1, 2012

3 min read

Planning and Advice

Antique violins a sound investment

Antique musical instruments can play a role in a wealthy investor’s portfolio.

By Vikram Barhat |March 1, 2012

5 min read

Planning and Advice

The cost of publishing your own book

Writing a book can be a powerful marketing tool. Michael Watkins, a financial advisor with Edward Jones in Duncan, B.C., occasionally gives out copies of his 150-page It’s Only Money guide to clients as well as lawyers and accountants.

By Stuart Foxman |March 1, 2012

3 min read

Planning and Advice

Know the value of social media

For some reason, when it comes to social media, logic often goes out the window and otherwise rational business people start asking illogical questions, like “What is the ROI on social media?"

February 29, 2012

1 min read

Industry

Canadians under-rate fraud risk

Victims of financial fraud often approach law-enforcement authorities, financial institutions and credit rating bureaus. However, few think of turning to the one person who’s responsible for their financial well-being: the advisor.

By Vikram Barhat |February 27, 2012

2 min read

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