Practice

Decorative pattern

Planning and Advice

Should investors bank on better financial sector performance?

There’s one sector that is particularly integral to the health of world economies, industries and capital markets – it’s the financial sector. As a major source of business financing, it is a key driver of corporate and economic growth; as a major part of the broader market, its performance can potentially do some serious harm […]

By Staff |May 24, 2005

2 min read

Decorative pattern

Planning and Advice

Staying clear of conflict

(May 2005) Almost every day advisors are faced with conflicts of interest. But frequently they don’t identify the conflict before a regulator or client discovers it. At that point it’s too late. Conflicts of interest come in many shapes and sizes, so it’s impossible to have a system that identifies each one as it arises. […]

By Ellen Bessner |May 10, 2005

3 min read

Decorative pattern

Planning and Advice

Emotional rescue

Wealth management can be an emotional process. And many times, the more wealth there is to manage, the more intense those emotions can be. Just because your HNW clients have substantial net worth doesn’t mean they’re immune to fear, greed, pride or other emotions that can sabotage sound wealth management decisions. If you want to […]

By Thane Stenner |May 10, 2005

4 min read

Decorative pattern

Planning and Advice

Timely template letter: Education savings options

(May 2005) Last year, Canadian undergraduate students paid an average of $4,172 a year in tuition fees. Some professional programs charge significantly higher amounts than that; first-year tuition for a law student at the University of Toronto is currently set at $16,000. Add in books, food and housing costs and you could be looking at […]

By Staff |May 9, 2005

3 min read