Each generation is living longer than the last, so advisors must help their clients prepare for retirement that may last decades
Elective eye surgery has people around the world tossing their spectacles
An otherwise worthy guide to improving an advisory business is hampered by cute descriptions, uneven treatment of topics
Letters of engagement and investment policy statements clarify the advisor/client relationship and protect against hazardous misunderstandings. They just happen to make excellent marketing tools, too
Sarah Holland helps advisors create financial plans for clients
Thousands of sites claim to offer excellent maps and data. Only a few are worth calling up
Are bad work habits preventing you from achieving your goals? Experts say business people can easily overcome those bad habits that prevent them from doing…
Take the time to create a long-term vision of exactly what it is that you are building
Much of what people say to others is not communicated by their words, but by their posture, tone and eye contact
Low-end clients can drag down a business, but severing the relationship must be done gracefully
Bulls, Bears and Pigs is sometimes pat and predictable, but the author’s characters offer some nice insights into helping clients
Chantal Murphy says it’s essential to look for a person with whom you can work comfortably, day in and day out
Reactions range from mild to fatal; there’s still no cure, but researchers are looking for answers
Dalbar report notes the challenges advisors face when navigating mutual fund Web sites
Comprehensive financial planning the best business investment
Speech-recognition software can save advisors time, money — and serve clients better, proponents say
Those who sue issuers over misrepresentation face heavier burden of proof; impact will be felt in Canada, legal experts say
Make sure your clients disclose all information about where they are going and how they are getting there
Estimated 3,300 seniors die from drug reactions every year; advisors can help ensure older clients take medications safely
“Know your product” is not a phrase that advisors will find in any of the regulatory rules or “best practices” manuals. Instead, it is implied…
Business cards can be essential to building a brand and talking to your market
The traditional game plan no longer leads to victory. But even if you are not already on the right path, it’s not too late to…
Toronto Argonauts’ coach Michael Clemons says sustainable leadership is behind every great team
From housing to health care, the “flower power” crowd will present unique challenges to advisors
Canadian dealers are expected to co-operate with foreign securities regulators in their efforts to govern their markets