Practice

Decorative pattern

Planning and Advice

The great divides

Latté or buzz juice? Health drink or tea? A client’s choice speaks volumes about the generational landscape.

By Philip Porado |December 1, 2008

19 min read

Decorative pattern

Planning and Advice

Technology, platforms and competing in today’s marketplace

Clients have become better educated about the principles of investing and the qualities they expect from their advisors, so the need to learn about new tools and processes to meet clients’ demands will only increase in the future. This makes it necessary for advisors to understand which tools and processes are available, and the amount […]

By Cindy Jenner Cowan |December 1, 2008

4 min read

Decorative pattern

Planning and Advice

ETF Roundtable Report

Research and Roundtable Report Presenters: HOWARD ATKINSON President, BetaPro Management Inc. SOM SEIF President, Claymore Investments HEATHER PELANT Head of iShares Canada, Barclays Global Investors Canada Limited RICHARD GENONI Product Manager, Vanguard ETFs An evolving global market Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the […]

By Staff |November 15, 2008

16 min read

Decorative pattern

Planning and Advice

Practice Lab: Exceptional communication in volatile times

Explain the reality of the market. Listen to how the client feels. Listen to how the client feels. Explain the reality of the market. Revisit or establish a financial plan. Review risk tolerance. Promote the opportunity to invest. Ask for introductions to people they care about who may not be receiving the communications they need. […]

By April-Lynn Levitt and Kim Poulin |November 14, 2008

3 min read

Decorative pattern

Planning and Advice

Print this package: Money laundering

In our 2008 Compliance roundup special report, we review a number of recently implemented initiatives that affect your practice, including money-laundering legislation introduced this summer. If you’ve had a chance to peruse the package and you’re looking for an easy way to download the full report for future reference, click the links below to access […]

By Staff |November 13, 2008

2 min read

Decorative pattern

Planning and Advice

Print this package: Do not call (DNC)

In our recent Compliance roundup special report, we review a number of recently implemented initiatives that affect your practice, such as the Canadian Radio-television and Telecommunications Commission’s (CRTC) move to start regulating telemarketers. This legislation affects advisors and will have a significant impact on the average advisory practice. If you’ve had a chance to peruse […]

By Staff |November 13, 2008

2 min read

Decorative pattern

Planning and Advice

To Clients: The year in review

As we near the end of 2008, it’s a good idea to touch base with your clients, review the events of the year, thank them for their business and send along your warm wishes for the holiday season. To help you get started, we’ve created this customizable letter. Dear [Client’s name], As 2008 draws to […]

By Staff |November 11, 2008

3 min read

Decorative pattern

Planning and Advice

Print this package: Compliance roundup

In October we did an inventory of compliance stories on our site and pulled together some of the best we could find. The package is available here for you to print, in regular and LARGE PRINT formats, if you’d like to take it with you or save it to your computer for easier future reference. […]

By Staff |November 6, 2008

1 min read

Decorative pattern

Planning and Advice

To Clients: Tax deadlines are looming

Clients are often busy shopping for holiday gifts in December, so why not send them a letter reminding them that buying presents isn’t the only thing that needs to get done by the end of the year. This template letter explains to clients a few of the tax-related things they need to do before they […]

By Staff |November 3, 2008

2 min read

Decorative pattern

Planning and Advice

Coping mechanisms for tough times

Your ultimate value is your ability to control emotions. That’s why you were hired. Some clients may understand the concepts and techniques you implement daily, but in a down market, they are afraid, lack your confidence and need reassurance. You can’t deliver emotional stability to your clients unless you are feeling emotionally stable. So before […]

By Paul Karasik |October 31, 2008

3 min read

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