Practice

Decorative pattern

Planning and Advice

Reputation at risk

(May 2008) This article first appeared in the April 2008 issue of Advisor’s Edge Report. There’s a lot of carnage in today’s markets. It stretches far beyond market losses and prudently calculated risks, and actually touches on the notion of trustworthy advice. Sure, there are unexpected illiquidities. Non-bank asset-backed commercial paper is one; Mount Real […]

By Scot Blythe |May 8, 2008

3 min read

Decorative pattern

Planning and Advice

Market Volatility: Putting it into Context

As many of the world’s largest stock indexes dropped significantly at the beginning of 2008, investors were understandably shaken. But compared to the bear market of 1973 and 1974 – which John Arnold CIO and Managing Director of AGF International Advisors Co. Ltd witnessed firsthand – the situation is remarkably rosier. While some pundits are […]

By Staff |May 8, 2008

1 min read

Decorative pattern

Planning and Advice

Pension perspective: Overcoming inertia

(May 2008) Your clients get their information from a variety of sources. More employers are switching to defined contribution pension plans and taking on the responsibility of helping their employees, your clients, to manage the inherent and bewildering array of retirement planning choices that some pension plans present. Standard Life communications consultant Matthew Rotenberg says […]

By Jody White |April 30, 2008

2 min read

Decorative pattern

Planning and Advice

Practice Lab: Branding your business without breaking the bank

The first step is to take a look at how your business is currently designed and see if you have the following in place. (April 2008) Whether you are a one-person operation or manage a team of five, you cannot afford to ignore branding your practice. Here are some ideas to brand successfully — and […]

By Fortunato Restagno and Juli Leith |April 25, 2008

3 min read

Decorative pattern

Planning and Advice

To Clients: Recession survival for small business

(April 2008) For better or worse, recent surveys show that small business owners are generally pretty bullish about the state of the Canadian economy. The optimism is heartening, but the downside suggests that many are not adequately prepared to withstand financial difficulties in the event of an economic downturn. To get their attention, and to […]

By Staff |April 21, 2008

3 min read

Decorative pattern

Planning and Advice

Recession-proofing important for SME owners

(April 2008) Economic optimism among Canada’s small business owners has led to a widespread lack of contingency planning, a new Harris/Decima report commissioned by BMO Bank of Montreal concludes. The survey found more than three-quarters (77%) of 777 Canadian small business owners with $5 million in revenues or less describe the Canadian economy as good, […]

By Mark Noble |April 17, 2008

5 min read

Decorative pattern

Planning and Advice

Rules, referrals and registration reform

(April 2008) Many financial advisors have chosen, consciously or not, to avoid or abandon sales and other activities that require them to be registered under securities laws. At the same time, though, many have not been monitoring proposed changes to securities legislation that will have a broad impact on marketing, sales activities and revenues for […]

By Richard E. Austin |April 14, 2008

3 min read

Decorative pattern

Planning and Advice

First Person: Persistence for key prospect pays off

(April 2008) Two years ago, I met a couple who I’ll call Susan and Matthew LeClair. They were in their late 50s and their retirement “nest egg” was over $1 million. Nearing retirement, they expressed concern about poor returns in their investment portfolios over many years, and a lack of service and communication with their […]

By Beverley Moir |April 7, 2008

3 min read

Decorative pattern

Planning and Advice

Background checks and registration reform

(April 2008) Imagine hiring an employee with an apparently sterling reputation, one who instills confidence and ease with his self-assured manner and personable daily banter. Now, imagine paying $40,000 six months after hiring that employee just to make him go away. That’s the average cost American firms report paying for a “bad hire,” including severance, […]

By Romana King |April 4, 2008

5 min read

Decorative pattern

Planning and Advice

To Clients: Severance package options

(April 2008) Managing cash flow, tax implications and the overall hit to any financial plan when a client is downsized or laid off can happen only if they think to come to you during this stressful time. For more information, click here to read the related articled on severance package planning, entitled Severing ties. Remind […]

By Staff |April 1, 2008

4 min read

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