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Assante advisor Tina Tehranchian’s clients from a tightly knit network

A sudden influx of cash needs careful management and planning

Clients are moving to bolder investment strategies for their RRSPs

  • By: Jade Hemeon
  • February 15, 2017 October 12, 2019
  • 01:00

Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to help your clients manage their debt while still encouraging them to have a retirement saving plan

Fund companies must consider fewer changes to their products as the constant changes cause confusion, said advisors at the 2016 Canadian Funds Summit in Toronto

When a client dies, he or she leaves a trail of online accounts, complete with login names and passwords. Managing these digital assets is an important part of estate planning in the 21st century

The new cost and performance reports mark a fundamental shift

  • By: Jade Hemeon
  • September 17, 2015 October 13, 2019
  • 23:00

You can help business-owner clients protect themselves should their businesses fail. And if a client must declare bankruptcy, rebuilding a credit rating is easier than many clients might think

Discussions about fees will require a new approach under CRM2

  • By: Jade Hemeon
  • October 14, 2014 October 13, 2019
  • 23:00

Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their knowledge of the latest thinking about planning for very long lives. This includes carefully calibrated portfolios with guaranteed income components that also use equities to fight inflation