Finding clients: Play to your strengths
The days when many clients wouldn't entrust a woman with their finances are long gone. And the growing wealth of women as a group can…
- By: Susan Yellin
- February 12, 2016 November 15, 2019
- 00:00
Latest news in Building Your Business
Speeding up the learning curve
Linking up with a mentor can help provide the competitive edge that comes with experience. And while women don't necessarily have to work only with…
- By: Wendy Cuthbert
- February 12, 2016 November 9, 2019
- 00:00
Scaling up at the independents
Several firms are taking steps to recruit and support women in financial advisory positions. Those initiatives are not just the right thing to do they…
- By: Fiona Collie
- February 12, 2016 November 9, 2019
- 00:00
Trailblazer: three decades of change
Rebecca Horwood was only the second woman to be hired at Canada Life's main office in Toronto. Before that, she worked in the fashion industry.…
- By: Susan Yellin
- February 12, 2016 November 9, 2019
- 00:00
Tech Tips: Squeeze more out of your day
While technology can seem like something that makes work ever-present, the adept use of mobile connections also can be the working mom's best friend. Just…
- By: Danny Bradbury
- February 12, 2016 November 9, 2019
- 00:00
Swimming upstream
The financial services sector still battles its reputation as an unfriendly environment for women, especially at senior levels. But the tide is turning, with both…
- By: Megan Harman
- February 12, 2016 November 9, 2019
- 00:00
One size does not fit all
Erin Roy has excelled running her own business in a small town. Flexibility is key to her success, at work and at home
- By: Fiona Collie
- February 12, 2016 November 9, 2019
- 00:00
Brave the cold, get some vitamin D
Although there are many Canadians who love to brave the outdoors in winter, many more shield themselves from the cold in their homes, shunning one…
- By: Susan Yellin
- February 1, 2016 November 6, 2019
- 00:00
Fit an office in your pocket
With smartphones becoming ever more powerful, you can adapt certain technologies to create an ultra-portable smartphone-based office that will do a good job of replacing…
- By: Danny Bradbury
- February 1, 2016 November 6, 2019
- 00:00
Tech-savvy, with a personal touch
Brandon Silbermann helped his firm develop a mobile-friendly digital strategy. But the 25-year-old advisor still believes in the value of meeting clients in person, even…
- By: Tessie Sanci
- February 1, 2016 November 6, 2019
- 00:00
Coach’s Forum: Time to reboot your business?
Many successful entrepreneurs reach a point in their careers at which they find themselves dogged by administrative duties while doing less and less of the…
- By: George Hartman
- February 1, 2016 November 6, 2019
- 00:00
Focus on what sets you apart
Whether you are developing a brochure, website content or a presentation about your practice, focus on the qualities that make you stand out from other…
- By: Dan Richards
- February 1, 2016 November 6, 2019
- 00:00
Crossing over
Moving to another firm might be beneficial for you and your clients - but there are risks
- By: Megan Harman
- February 1, 2016 November 6, 2019
- 00:00
Boost your revenue
Have you designated 2016 as the year you increase your revenue? The first step, says Sara Gilbert, founder of Strategist Business Development in Montreal, is…
- By: Tessie Sanci
- February 1, 2016 November 6, 2019
- 00:00
Selling your book? Stay involved
When Jerry Butler, president of Queenston Consulting Inc. in Winnipeg, helps financial advisors sell their books of business, he refuses to do all-cash deals with…
- By: Geoff Kirbyson
- February 1, 2016 November 6, 2019
- 00:00
More than one way to split income
Canadian governments have implemented several measures that allow seniors to split income to lower taxes. But the rules are strict
- By: Catherine Harris
- January 29, 2016 November 6, 2019
- 00:00
Europe’s slow but steady recovery
Despite market volatility, the region exhibits encouraging signs for investment - especially among domestically focused companies - as the economy begins to pick up steam
- By: Megan Harman
- January 15, 2016 November 9, 2019
- 00:00
Low price of oil fuels India
India's economy, which is self-contained and has little reliance on exports, is also a major importer of oil. Some say it has tremendous long-term potential
- By: Jade Hemeon
- January 15, 2016 November 9, 2019
- 00:00
Tread carefully in the bond junkyard
The baseline for fixed-income investments is sovereign debt, but beating those returns is possible by adding duration risk or default risk – usually using corporate…
- By: Andrew Allentuck
- January 15, 2016 November 9, 2019
- 00:00
Canadian equities in a “tough spot”
With oil prices expected to remain low, the pain felt in Canada’s markets and economy in 2015 is likely to continue, so clients and their…
- By: Fiona Collie
- January 15, 2016 November 9, 2019
- 00:00
Diverging trends shadow bonds
As the Fed begins raising rates, investors are unsure whether to seek safety or brave the markets in the search of bargains and better returns…
- By: Andrew Allentuck
- January 15, 2016 November 9, 2019
- 00:00
Questions hang over oil prices
A complex interplay of factors, such as OPEC's policies and China's economic growth, make prices for oil and gas producers and base metals firms uncertain.…
- By: Catherine Harris
- January 15, 2016 November 9, 2019
- 00:00
Weak growth a drag on bank profits
Low interest rates will continue to hurt financial services firms, particularly the banks, which are looking for ways to supplement reduced earnings from narrow net…
- By: Rudy Mezzetta
- January 15, 2016 November 9, 2019
- 00:00
Asia-Pacific a bright spot
Growth in Asian economies are expected to slow slightly this year, but the overall pace remains healthy. However, the region remains vulnerable to the slowdown…
- By: Jade Hemeon
- January 15, 2016 November 9, 2019
- 00:00
Bright spots amid the gloom
Outlook 2016Despite trouble signs in many regions and sectors, some investment strategists say there still is room for returns in 2016
- By: Catherine Harris
- January 15, 2016 November 9, 2019
- 00:00