Jim Ruta, managing partner, LifeAssist Software, returns with pragmatic tips to help you take your business to the next level in 2014. In part one…
A good breakfast and a good attitude will pay dividends all day
Learn from last year’s successes and aim for value, not money
The year ahead: A four-step client-appreciation strategy
Craft a message that will guide your practice toward your goals
Stay focused, but remain open to change
Choose objectives you want to achieve
Status reports conclude more work is necessary in both areas
In the final video of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, alerts advisors to the perils of client segmentation. He gives tips…
A three-part series on conducting a year-end review of your practice
It can be gratifying to discover that several advisors are interested in taking over your book and willing to spend time getting to know you…
Before you start thinking about your goals and resolutions for the new year, take a critical look at the methods you have used throughout the…
Foundations and donor-advised funds can offer advantages over direct charitable donations
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Building Resilient Portfolios for a New Era
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds