Top Stories
-
Allure of HNW clients grows
Holding on to assets will be a major challenge as wealth passes from one generation to another
-
Raymond James offers boutique feel at Toronto flagship branch
-
Advisors questioning traditional asset allocation: survey
Also in the News
IE Extra
-
-
2012 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He gives a preview of conference highlights...
-
-
Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica advisors in his first year. He shares his...
-
-
De Souza: Prospecting your way to success
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million Dollar Round Table for over two decades. He talks about his...
-
-
Fehr: Encourage clients to stay invested in times of pullback
Craig Fehr, Canadian market strategist for Edward Jones, says market pullbacks caused by concerns over European debt crisis and slow down of European and emerging economies should not be a reason for...
-
-
Keeping costs down
Address this issue, before the client does. Consider these suggestions from Dan Hallett to reduce client portfolio costs - without taking a big pay cut.
Special Feature
Winning Strategies 2012
Advisors share their success stories in this weekly video series with Dan Richards
-
Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
-
Nairne: Winning tax strategies for high net worth clients
-
Planner uses patience and metaphor to help clients transition to retirement
-
Rosentreter: Writing emails that engage prospects
Special Feature
2012 Brokerage Report Card
Of two minds: Advisors are seeing positive signs as their books of business and pay are rising, but the ratings they give their firms are mixed.
-
Key themes of the 2012 Brokerage Report Card
-
Fortunes begin to diverge
-
2012 Brokerage Report Card main chart
-
A beacon of hope for advisors