Practice

CE Course: Lifelong retirement income: the zone strategy

One of the difficult decisions that must be made at the start of retirement is how to create lifelong income for your client

January 23, 2012

15 min read

Industry

Decoding client behaviour

Some prospects are too polite to explicitly express lack of interest, and you're stuck chasing dead leads. And while most clients are truthful, some may inadvertently leave out important information during meetings. How can you prevent these types of surprises?

By Dean DiSpalatro |January 23, 2012

7 min read

Industry

Two ways to reduce compliance costs

Find out what parts of your practice are unprofitable by using full-cost accounting—that means including compliance costs, which are often overlooked.

By Richard E. Austin |January 19, 2012

2 min read

Industry

Web delivers travel insurance commission

As the vast majority of Canadians take their products-and-services search online, businesses are beginning to follow. The financial services industry is waking up to this trend.

By Vikram Barhat |January 16, 2012

2 min read

Advisor confidential | Patti Shannon

Many managers are only marginally different from the index. We consciously go against the crowd. For example, we avoided the tech boom and significantly underperformed in 1999. But the following four years, we tremendously outperformed.

2 min read

Help clients find you online

The Web is now such a vital part of business development that it’s hard to imagine the first Web site was put up only 20 years ago. Still, many businesses haven’t taken the steps to establish and grow an online presence. So, where do you start? And how much will it cost?

By Stuart Foxman |January 1, 2012

3 min read

Help a client choose whether to commute his pension

If he commutes the pension, the client would get a large lump sum that would go into a LIRA if he holds off on withdrawing the money until later, or a LIF if he starts withdrawing now. But taking the pension is a turnkey, immediate solution.

By Melissa Shin |January 1, 2012

5 min read

Estate planning checklist

Estate planning is an essential part of wealth management. It’s particularly important in cases where your client’s estate involves significant assets (such as cottages or small businesses), complex issues (such as foreign beneficiaries) or multi-faceted relationships (such as blended families).

By Mike George |January 1, 2012

5 min read

Practice

CE Course: Lifelong retirement income: the zone strategy

Decoding client behaviour

Two ways to reduce compliance costs

Web delivers travel insurance commission

Why less can be more in 2012

Advisor confidential | Patti Shannon

Help clients find you online

Time for that annual checkup

Help a client choose whether to commute his pension

Estate planning checklist