Practice

ICB Offers Financial Services Advisors Specialized and Accredited Continuing Education Solutions

Enroll today and save 20 percent on each learning activity The Institute of Canadian Bankers (ICB), a trusted provider of career-advancing learning programs for financial services industry professionals, is pleased to announce an offering of selected learning activities that satisfy the Continuing Education (CE) criteria for the Investment Dealers Association (IDA), Financial Planners Standards Council […]

By Staff |October 21, 2005

3 min read

Planning and Advice

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

Planning and Advice

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

Planning and Advice

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