Your Business

CFAs can fast-track to planner designation under new IAFP program

Applicants will still be required to submit a comprehensive financial plan and complete a technical exam

By Staff |October 5, 2020

1 min read

Your Business

CE Course: Dollar-cost averaging vs lump sum investing

Examining which investment method produces better returns

By Benjamin Felix |August 25, 2020

15 min read

Your Business

IIROC’s revised CE rules to take effect Jan. 1

Advisors could face suspensions if their firms don’t report credits on time

By Greg Dalgetty |December 20, 2019

2 min read

Your Business

FP Canada Institute launches education programs

Programs will be mandatory for those seeking the CFP

By Staff |October 2, 2019

2 min read

Your Business

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

By Staff |December 15, 2017

1 min read

Tax Strategies

Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

By Michelle Connolly |March 17, 2017

1 min read

Industry

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.

By Anne Manson and Doug Towill |November 10, 2016

22 min read

Planning and Advice

Push your hardware’s lifespan, for free

It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]

By Kevin Cork |November 4, 2016

3 min read

Your Business

Rebalancing act: Estimating the value added through portfolio rebalancing

Raymond Kerzérho, director of research at PWL Capital, shows how to measure the impact of portfolio rebalancing on return and risk.

By Raymond Kerzérho |July 19, 2016

8 min read

Your Business

Great expectations: How to estimate future stock and bond returns when creating a financial plan

The authors describe a methodology to calculate the expected returns and risk level of stocks and bonds, and how it can be used in clients’ financial plans

By Dan Bortolotti and Raymond Kerzérho |May 25, 2016

12 min read

← Previous 1 2 3 4 5 6 … 8 Next →