Practice

Risk management: Best practices for advisors

(October 2005) Advisors need to think more about potential risks in their practice, according to one expert, who argues that managing risk is one of the keys to long-term success. "We have the ability to anticipate risk and learn to mitigate and manage those risks. And importantly we can start to incorporate consistent routines into […]

By Heidi Staseson |October 19, 2005

3 min read

Diversify globally to gain in all markets

Untitled Document As a leader in global investing, Franklin Templeton Investments has always believed that diversification is one of the keys to successful investing. More importantly, global diversification is essential for reducing portfolio risk and uncovering new opportunities. As highlighted by our investment experts: Being globally diversified can better position investments for the long term […]

By Staff |October 18, 2005

1 min read

4th Annual Dollars & Sense Survey: Turning up the heat

(October 2005) The 4th Annual Dollars & Sense Survey results are in. To complement the extensive survey findings detailed in the October issue of Advisor’s Edge, Advisor.ca has created a special online package that not only reports on some of the survey’s main findings, but provides new tools and resources to help tackle key issues […]

By Staff |October 11, 2005

2 min read

IDA advisors facing CE deadline

(October 2005) The IDA is calling on its advisors and member firms to finish what they started. That’s the basic message conveyed in a friendly letter circulating this month, reminding advisors of the upcoming deadline — and “offside” penalties — for completing continuing education (CE) requirements — part of the IDA’s mandate stipulating that securities […]

By Heidi Staseson |October 6, 2005

4 min read