Joining the revolution
Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the…
- By: Megan Harman
- February 15, 2017 November 9, 2019
- 00:40
Latest news in Building Your Business
A new creature: the “hybrid” advisor
As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is…
- By: Fiona Collie
- February 15, 2017 November 9, 2019
- 00:40
Helping seniors go digital
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are…
- By: Wendy Cuthbert
- February 15, 2017 November 9, 2019
- 00:40
Fortress data: cybersecurity update
Protecting your sensitive digital records has never been more challenging, as cybercriminals become ever more resourceful and ruthless. Regulators, firms and financial advisors are ramping…
- By: Danny Bradbury
- February 15, 2017 November 9, 2019
- 00:40
Starting out
How can you prove yourself as a credible, trustworthy professional to older clients and employers?
- By: Wendy Cuthbert
- February 1, 2017 November 6, 2019
- 00:39
Helping clients stickhandle finances
Darrin Shannon is not about to rest on his laurels as a former NHL player. He'd rather be known as a financial advisor who puts…
- By: Geoff Kirbyson
- February 1, 2017 November 6, 2019
- 00:38
Tech Tips: Secure network connections
The Internet is a dangerous neighbourhood. As soon as you send data from your computer to someone else’s, the information is vulnerable to prying eyes.…
- By: Danny Bradbury
- February 1, 2017 November 6, 2019
- 00:30
Devise an incentive program
The way you compensate your team can have a profound effect on your staff's morale and productivity, as well as your profitability. There are many…
- By: George Hartman
- February 1, 2017 November 6, 2019
- 00:30
“Superfood” or a super fad?
Every season, it seems, one fruit or vegetable gets the “superfood” treatment, gracing headlines and topping the grocery lists of health-conscious foodies. Last year, the…
- By: Beatrice Paez
- February 1, 2017 November 6, 2019
- 00:30
Opportunities on the home front
Although Canada's equities market faces some challenges, portfolio managers are optimistic about its prospects for 2017, especially in sectors that are positioned to benefit from…
- By: Fiona Collie
- January 15, 2017 November 9, 2019
- 00:45
World building spree
Spending on infrastructure is expected to surge in the years ahead, with many countries, including the U.S., set to funnel billions into hard assets
- By: Jade Hemeon
- January 15, 2017 November 9, 2019
- 00:45
Looking for global connections
Portfolio managers give a nod to export-oriented South Korea-based consumer-products firms
- By: Beatrice Paez
- January 15, 2017 November 9, 2019
- 00:45
Taking shelter as the bear takes over
Rising interest rates spell the end of the three-decade bond bull market. Now, protecting income and avoiding capital loss is the essential strategy
- By: Andrew Allentuck
- January 15, 2017 November 9, 2019
- 00:45
Tech sector holds promise in 2017
Stocks of high-technology companies are particularly exposed to changing winds in U.S. trade policy, but some ripe investment opportunities can be found in the coming…
- By: Danny Bradbury
- January 15, 2017 November 9, 2019
- 00:45
Consumption patterns on the upswing
As economic growth continues to improve around the globe, the consumer discretionary category is likely to present an expanded range of opportunities, with retail revenue…
- By: Megan Harman
- January 15, 2017 November 9, 2019
- 00:45
Positive outlook for world’s banks
But a correction could be in the cards if predictions of continuing economic growth around the world don't come true
- By: Rudy Mezzetta
- January 15, 2017 November 9, 2019
- 00:45
Despite a strong start to 2017, questions remain
Optimism is high that tax cuts, public spending and less regulation will prime the U.S. economy's pump. But with U.S. employment and debt already high,…
- By: Catherine Harris
- January 15, 2017 November 9, 2019
- 00:45
Optimism for Colombia
Energy prices and infrastucture projects are expected to fuel the country's economic growth during the next few years, while a peace accord with rebels offers…
- By: Dwarka Lakhan
- January 15, 2017 November 9, 2019
- 00:45
Finding winners in resources
Portfolio managers look for companies whose prospects are tied to growth in commodity volumes rather than in rising underlying prices. Although oil prices are unpredictable,…
- By: Catherine Harris
- January 15, 2017 November 9, 2019
- 00:45
Looking past the turmoil in Europe
Despite several years of political and social upheaval, many Europe-based companies remain sound investments, with some companies even benefiting from the U.S. administration's plans to…
- By: Tessie Sanci
- January 15, 2017 November 9, 2019
- 00:45
What will Trump mean to the U.S.?
New U.S. President Donald Trump has made many promises at a time when current economic growth projections are modest and the bullish stock market, which…
- By: Carlyle Dunbar
- January 15, 2017 November 9, 2019
- 00:45
Tech Tips: Steps to secure Windows 10
Microsoft's latest operating system has some built-in security measures, but it also comes with some built-in privacy issues. You'll need to take a few simple…
- By: Danny Bradbury
- December 22, 2016 November 6, 2019
- 00:50
Podcasting tips
Podcasts offer an effective and low-cost way to communicate what is unique about your practice to clients
- By: Beatrice Paez
- December 22, 2016 November 6, 2019
- 00:50
Tips from a corporate giant
Financial advisors could learn valuable lessons from American Express - on attracting, retaining and communicating with clients - in this increasingly competitive environment. Speed and…
- By: Dan Richards
- December 22, 2016 November 6, 2019
- 00:50
Calculating the value of your practice
Figuring out how much your business is worth is both an art and a science. Once you understand the five principles of practice valuation, follow…
- By: George Hartman
- December 22, 2016 November 6, 2019
- 00:50