Insurance advisors neglect their own succession plans
The most important succession planning step an insurance advisor can take is obtaining a proper valuation of the business
- By: Stewart Lewis
- February 2, 2006 February 2, 2006
- 11:53
Latest news in Building Your Business
Clients asked to focus on the lives they want to lead
People get so caught up in their day-to-day routines that they don’t pay attention to their dreams and ideals, says Bill Bell
- By: Jade Hemeon
- February 2, 2006 February 2, 2006
- 11:52
“Appreciation” gifts lower sum on donation receipt
“Split-receipting” stipulates the value of a gift of appreciation must be deducted from the donation amount for tax-receipt purposes
- By: Stewart Lewis
- February 2, 2006 February 2, 2006
- 11:50
Put down the phone; take the long way; climb the stairs
No time for the gym? Even small amounts of activity throughout the day can add up to a complete daily exercise routine
- By: Lara Hertel
- February 2, 2006 February 2, 2006
- 11:43
World travel possible for people with special needs
Let your clients know that if they plan ahead and use specialized agencies, they can still take that dream trip
- By: Rosemary McCracken
- February 2, 2006 February 2, 2006
- 11:42
Data management is critical in retaining clients
Firms that intend to grow are adopting customer relationship management systems
- By: Jim Middlemiss
- February 2, 2006 February 2, 2006
- 11:40
Winning the practice-for-sale lottery
Advisors who scoff at clients who plan to retire on their lottery winnings should take a closer look at their own plans
- By: George Hartman
- February 2, 2006 February 2, 2006
- 11:39
Secrets of getting your message across
Here’s how to keep your audience nodding in agreement — instead of nodding off
- By: Wendy Cuthbert
- February 2, 2006 February 2, 2006
- 11:37
Give top-flight service to right clients
Look at factors beyond assets and revenue to find your most valuable clients
- By: Dan Richards
- February 2, 2006 February 2, 2006
- 11:35
Rookie survival guide
The first years are difficult. Advisors who have made it share several tips to help you pull through
- By: Lara Hertel
- February 2, 2006 February 2, 2006
- 11:34
“Protection” offered by alternatives uncertain and costly
If markets zig and zag over the next year, hedge funds may seem attractive. But it’s crucial to understand their structure
- By: Yan Barcelo
- January 30, 2006 January 30, 2006
- 11:11
Interest rate see-saw tests advisors’ know-how
There are a number of strategies and products that can help bond investors stay ahead
- By: Andrew Allentuck
- January 30, 2006 January 30, 2006
- 11:10
Are the banks jumping the gun on interest rates?
The central banks may need to start easing rates later this year as stimuli for higher spending wanes
- By: Andrew Allentuck
- January 30, 2006 January 30, 2006
- 11:09
Currencies don’t always obey the rules
U.S. gets away with 6% shortfall because the foreign appetite for U.S. investments moderates the impact
- By: Catherine Harris
- January 30, 2006 January 30, 2006
- 11:02
Brazil and Russia shine bright among emerging markets
With an expected growth rate of 6% in 2006, the outlook for emerging markets has probably never been better
- By: Maureen Halushak
- January 30, 2006 January 30, 2006
- 11:01
Europe to see modest growth
Money managers are forecasting a modest pickup in economic growth in Europe in 2006 fuelled by the need to cut costs and restructure in order…
- By: Lara Hertel
- January 30, 2006 January 30, 2006
- 11:00
Korea a favourite among Asia’s growing economies
Strong growth expected in Asia as long as key risks of falling export demand, rising inflation and political instability remain at bay
- By: Rudy Mezzetta
- January 30, 2006 January 30, 2006
- 10:59
Japan on its way to recovery
After 15 years of stagnation, the world’s second-largest economy is showing signs of new life
- By: Rudy Mezzetta
- January 30, 2006 January 30, 2006
- 10:58
Less robust year foreseen for U.S. economy, stock markets
Trade and fiscal deficits, heavy debt and underfunded pensions expected to contribute to economic problems
- By: Carlyle Dunbar
- January 30, 2006 January 30, 2006
- 10:47
Boring is good, say trust experts
The tax issue is settled for now, so it’s time to focus on finding the right vehicle
- By: Geoff Kirbyson
- January 30, 2006 January 21, 2018
- 10:40
Opportunities in sectors other than energy and financials
Market forecasters like consumer staples, industrials, telecommunications and health care; railways are favourites
- By: Jade Hemeon
- January 30, 2006 January 30, 2006
- 10:39
Time to focus on the large life insurers
Rising interest rates, growth through foreign acquisition and controlling costs are just some of the challenges the banks are facing
- By: James Langton
- January 30, 2006 January 30, 2006
- 10:38
Are regulators becoming more investor friendly?
Firms that made commissions from Portus fiasco told they can avoid some fallout if they move quickly to return money to investors
- By: James Langton
- January 27, 2006 January 27, 2006
- 13:36
China, the U.S. locked in an uneasy dependence
But China’s focus on employment rather than profitability makes it difficult to find good investment opportunities there
- By: Catherine Harris
- January 27, 2006 January 27, 2006
- 11:18
Go global to fill the gaps in Canada’s offerings
Investors who limit themselves to the domestic markets are vulnerable to shifts in energy, materials and financial services
- By: Catherine Harris
- January 27, 2006 January 27, 2006
- 11:12