Practice

Planning and Advice

Keeping ETFs, and clients, in-house

The media tells investors they can manage ETFs on their own. How do you stop clients from fleeing?

By Christopher Mason |November 28, 2011

6 min read

Planning and Advice

DI discussion checklist

Use this checklist as a script to cover the bases

By Staff |November 23, 2011

3 min read

Life

Does your client need global insurance?

Your client starts ventures around the world. While he’s concerned with rustling up capital and breaking ground for new offices, there’s one issue you must raise: global insurance for his employees.

By David Wm. Brown |November 23, 2011

2 min read

Industry

Disability income (DI) insurance isn’t the sexiest or most lucrative offering in an insurance advisor’s lineup. But DI is an important part of the puzzle for anyone who makes a point of offering holistic advice.

By Kate McCaffery |November 23, 2011

5 min read

Planning and Advice

How to master your e-mail

Important client e-mails can be lost in the daily deluge of information. Here are three inexpensive ways to help you manage messages.

By Kevin Cork |November 18, 2011

3 min read

Planning and Advice

Profit and promises

Recently, I had the pleasure of speaking at the 'Investing in YOU' conference for female advisors held in Vancouver. I do love to talk. My mother used to say if I could figure out how to get paid for talking, I’d be rich.

By Stephanie Holmes-Winton |November 16, 2011

4 min read

Industry

Social Media ETF launched

Investors may or may not "like" this. The first ever social media ETF has hit the market.

By John Powell |November 16, 2011

2 min read

Industry

Plan your succession before your next vacation

Too often, the time for succession planning is in the past. You need to think about these issues when you first take on partners, not when you are considering retirement.

By Doug Robbins |November 16, 2011

7 min read

Planning and Advice

Residency rules snowbirds need to know

Avoiding Canadian winters by heading to the warmer climate of the southern United States has long been a common goal for Canadian retirees. These snowbirds look to enjoy the warm weather while maintaining their Canadian ties. For many it's a great way to spend a part of their retirement, as long as they are aware of the potential tax consequences.

By Michelle Munro |November 16, 2011

6 min read

Industry

Advising in a fragile world

It’s easy to be a good advisor when the markets are steady. But how do you provide the guidance clients need when the world is in constant flux?

By Melissa Shin |November 14, 2011

3 min read

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