Going mobile
Mobile digital devices have become essential tools for advisors
Mobile digital devices have become essential tools for advisors
Several firms temporarily suspend GMWB sales
Securities regulators haven't done much for OBSI
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
A childless couple in their late 80s want to donate much of their considerable wealth to charity and still have enough for their own needs.…
Olympic gold medallist Marnie McBean outlines a strategy for setting and achieving goals that can be applied to business - or any aspect of life
With an open door for anyone who wants to do business with him, Mike Himmelman doesn't focus on niche markets, demographic groups or income levels.…
Offering effective philan- thropic strategies can strengthen client relationships and provide real tax savings. Some clients’ situations make them more receptive than others to a…
Before you trust your sensitive data to offsite storage providers via the Internet, make sure you have added safeguards of your own. Despite the many…
A road trip with children is a classic summer vacation option. But be prepared
The conventional idea that retired clients can withdraw 4% of their capital annually and not outlive their savings is being revised. Instead, retirees should cut…
An advisor is apprehensive about telling his clients about his planned transition to a fee-based practice. A structured approach to presenting the proposal as a…
Meeting with retired clients to discuss issues that are important to them sets the stage for those clients to bring in more of their own…
Horizons Exchange Traded Funds Inc., along with its affiliate, AlphaPro Management Inc., both based in Toronto, have added a new exchange-traded fund (ETF) to their…
Toronto-based Fidelity Investments Canada ULC has introduced Fidelity Tactical Fixed Income Fund. This fund aims to provide investors with a steady flow of income. It…
Toronto-based AGF Management Ltd. and Boston-based Eaton Vance Corp. jointly have launched two new mutual funds in Canada and the U.S. that combine the investment-management…
Toronto-based Invesco Canada Ltd. has appointed Clayton Zacharias as lead portfolio manager of Trimark Income Growth Fund. He will be joined by a team of…
Two strategies for retirement income
"So many people have been focused on income," says one manager, "and not enough on outcome"
The Toronto-based Investment Industry Association of Canada (IIAC) has announced that it will award Queen Elizabeth II Diamond Jubilee medals to individuals who have made…
A greater percentage of high net-worth (HNW) financial advisors have embraced smartphones and tablets than have advisors with smaller books, according to the 2012 Digital…
Many insurance advisors say they're "much more effective" if using digital devices
The Toronto-based Exempt Market Dealers Association of Canada (EMDA) has announced the launch of the 2012 EMDA Awards: Exempt Market Deal of the Year. The…
Toronto-based Canadian Imperial Bank of Commerce has been named the strongest bank in Canada and North America, as well as the third-strongest bank in the…
IIROC proposal aims to prevent "fat finger" trades that can wreak havoc on markets
Financial services firms will face daunting challenges
The CCIR issues its strongest call yet for greater oversight of MGAs by insurers. But MGAs say the changes could be burdensome
What’s one of the most under- appreciated benefits of walkable cities? Money – and lots of it. The multibillion-dollar North American convention industry, for instance,…
Newfoundland and Labrador goes back to the future - budget deficits
Winnipeggers should stop complaining about construction delays
With many voters tiring of Harper's Tories, it's far from impossible that the NDP could be the next party to take over in Ottawa
Editorial
Everywhere you look, everyone has gas – and plenty of it. Production has increased, storage tanks are bulging and, after a warmer than usual North…
Bonds issued for financing public infrastructure can provide income with reasonable risk. Explaining their features is the hard part, however
Although dealer firms still have work to do, the majority of advisors surveyed say their firms are offering exactly the right mix of services to…
Dissatisfaction with client account statements
How advisors rated their firms
Dealers that keep advisors in the loop and make themselves available received top ratings from reps
When it comes to support for wealth-management services, advisors want a comprehensive mix
When dealer firms have solid staff in place in their back office and compliance departments to provide support in an accurate, timely and helpful manner…
There has been a shift in the expectations advisors have about their firm's promotional tactics in this post-financial crisis environment now, firms' branding strategies are…
Firms that haven't restored their grid and bonus payouts to pre-recessionary levels garnered the most displeasure from their advisors. In contrast, advisors were most pleased…
When it comes to providing support for financial planning, some firms' ratings rose because of technological improvements to their financial planning software, better education and…
Some dealers still have a lot of work to do when it comes to making their tech tools and advisor desktop accessible to advisors. Other…
The average advisor at the dealer firms is older, more experienced and less productive than last year. And, overall, it appears that advisors may be…
