Planning and Advice

Decorative pattern

Planning and Advice

Talking to Clients: Mortgage insurance

(June 2005) Most of your clients will take the time to shop around for their mortgages — looking for the best interest rates and terms. But did they do the same for their mortgage insurance, or simply accept the coverage offered by their lender? Let your clients know that in many cases you can provide […]

By Staff |June 13, 2005

3 min read

Decorative pattern

Planning and Advice

Sponsored

Advisors asked to participate in privacy law review

(June 2005) Most advisors now are aware, at least, that privacy and the way they collect and protect personal client information is covered by legislation like the Personal Information Protection and Electronic Documents Act (PIPEDA). Those who understand the rules however say there are still quite a few inconsistencies and “holes you could drive a […]

By Kate McCaffery |June 3, 2005

2 min read

Sponsored by
Decorative pattern

Planning and Advice

Institutional leverage

(May 2005) Elite advisors know what they’re good at, and then strive to focus on those core competencies while outsourcing tasks they don’t perform as effectively. They leverage their talents and expertise by partnering with financial institutions that support them so they can fully focus on providing worldclass service to affluent clients. That trait, more […]

By John J. Bowen Jr. |May 26, 2005

2 min read

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