Practice

Exit planning: Successfully reaching qualified buyers

Building a practice is no easy task, but when the time comes time to sell you want to make sure you’re getting the best possible deal. Unfortunately, many advisors don’t know the first thing about putting their business up for grabs.

By Cindy Jenner Cowan |August 21, 2007

4 min read

Ways to approach wills and insurance

(August 2007) A life insurance policy is the one financial product that your client is probably not keen to see paid out anytime soon. But like a will, life insurance is an estate planning tool that will bring certainty to a client’s legacy. Corry Collins, a CFP and chartered life underwriter at Halifax-based Living Benefits […]

By Mark Noble |August 17, 2007

4 min read

The newest Quotential portfolio: global diversification, balanced exposure in one solution

A simple solution for global and asset class diversification: the newest Quotential portfolio Are your clients looking for global exposure that provides both capital preservation and long-term growth potential? Quotential Global Balanced Portfolio delivers globally diversified fixed income and equities investments in a single solution. Our newest portfolio in the Quotential® Program offers: For more […]

By Staff |August 14, 2007

1 min read

Dollars, sense and (client) sensibilities

This year, for the first time ever, we’ve surveyed clients as part of our Sixth Annual Dollars & Sense Survey to get their take on your service. The numbers are in and there is some good news to report, but unfortunately there’s also a world of disconnect between the ideals you espouse and the reality […]

By Deanne Gage |August 11, 2007

4 min read