Planning and Advice

Evaluating an early retirement package: A checklist

If one of your clients is offered an early retirement package chances are they will have a relatively short window in which to consider the offer. Help them make an informed decision by taking an organized approach to evaluating the offer. Use this checklist from the Financial Planning Practitioner’s Guide — created by the Canadian […]

By Financial Planning Practitioner's Guide |June 22, 2006

2 min read

Industry

Make way for the working retiree

People nearing retirement are in for busy times, but it won't just be making exotic travel plans or sinking holes-in-one. Instead, some will be re-entering the workplace, either full-time or part-time, and even reclaiming their old offices.

By Heidi Staseson |June 19, 2006

3 min read

Planning and Advice

E-mail newsletters: Nine rules for success

(June 2006) Quick question: how many e-mail newsletters do you find in your inbox an average week? If you’re like most advisors, you probably receive several, some of which you subscribe to, and some which find their way into your inbox one way or another. Now, think of all those newsletters for a moment — […]

By Jeff Thorsteinson |June 16, 2006

6 min read

Planning and Advice

Hit for the cycle

(June 2006) Do you have the sneaking suspicion you’re doing something not quite right. Well, it might be more than a suspicion. “What did your latest audits find firms were doing wrong?” is the question we put Karen McGuinness, compliance chief at the Mutual Fund Dealers Association. Her response: “Everything.” All the problems the self-regulatory […]

By Philip Porado |June 13, 2006

3 min read

The versatile advisor

(June 2006) There seems to be a widening gap between what an advisor does and what a client wants. While many advisors prefer creating strategies and crunching numbers — clients are increasingly looking for an advisor who is also a partner, coach, and educator. Clients are looking for interpersonal skills to complement market insight and […]

4 min read

Finding the right firm

(June 2006) Are you truly happy in your job? Does your current position offer you everything you thought it would, or is there something missing? For those who don’t want to be corporate lifers in a single company, it’s important to find a fit with a firm that suits both their ambitions and skill set. […]

4 min read

Reach for the top

(June 2006) How well do you know your top clients? Do you know their names, their centres of influence, or the members of their families? What about their net worth, the amount of revenue they brought into your practice last year or the number of referrals they have brought in? Most importantly, do you know […]

6 min read

Straight talk on the market: Conference call – May 25, 2006

Spring is a great motivator for getting into shape. This same principle can be applied by your clients to their finances. Often, the first step on the road to financial health is taking control of debt. For more great content from Fidelity, please visit our Advisor Center exclusively on Advisor.ca Find out Fidelity’s perspective on […]

By Staff |May 30, 2006

1 min read

Bad behaviour

(May 2006) When faced with a charge from a regulator, advisors tend to be most concerned about the prospect of losing their licences. Although penalties really depend on the severity of the infraction, the IDA’s disciplinary guidelines confirm that almost every infraction contemplates the possibility of a permanent ban or suspension. The MFDA does not […]

3 min read

Meeting the ultra-wealthy

(May 2006) Canada has many things going for it. A large population, however, isn’t one of them. When it comes to attracting and retaining affluent individuals, professionals face an uphill battle. Simply put, there aren’t a lot of them to go around. This is especially true of Canada’s ultra-high-net-worth (UHNW) population. Over the past decade, […]

5 min read