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
Latest news in Building Your Business
Emerging uncertainty
Low commodities prices, rising interest rates and political instability will hamper emerging markets outside Asia. But fund portfolio managers see upside in some industries
- By: Dwarka Lakhan
- January 15, 2016 November 9, 2019
- 00:00
Modest gains for Canadian dollar?
As we head into 2016, the U.S. dollar is likely to remain around current levels against most currencies. But that does not preclude some ups…
- By: Catherine Harris
- January 15, 2016 November 9, 2019
- 00:00
Three sectors stand out in the U.S.
Health care, consumer discretionary and telecommunications services stand out as favourites on Wall Street for 2016. Information technology, financial services, industrials and consumer staples also…
- By: Carlyle Dunbar
- January 15, 2016 November 9, 2019
- 00:00
Japanese reforms still needed
Corporate sector has benefited from "Abenomics," while quantitative easing has pushed down the yen vs the US$, making exports more profitable
- By: Tessie Sanci
- January 15, 2016 November 9, 2019
- 00:00
China slowing, but still growing
As China's government faces several challenges, the world's second-largest economy is expected to grow by more than 6% this year. Investment opportunities are shifting from…
- By: Jade Hemeon
- January 15, 2016 November 9, 2019
- 00:00
Tech Tips: Meet your clients online
You can video conference and share slides with several parties from your laptop, your tablet or even your smartphone, thanks to virtual meeting technology. Here…
- By: Danny Bradbury
- December 11, 2015 November 6, 2019
- 00:00
Embracing robo-insurance
The technology platforms that have automated asset allocation also are affecting the way insurance is sold. And the best way to meet this new challenge…
- By: Megan Harman
- December 11, 2015 November 6, 2019
- 00:00
The best laid plans can go awry
Advisors who did everything right in succession planning - starting early and grooming a successor — can be side-swiped by unpreventable events. The best advice…
- By: George Hartman
- December 11, 2015 November 6, 2019
- 00:00
Hitting the hot buttons
Susan and her team were doing all the right things regarding client contact and appreciation, but they were getting an unsatisfactory response. Part of the…
- By: Dan Richards
- December 11, 2015 November 6, 2019
- 00:00
Client segmentation: The technology evolution
Although the strategy behind client segmentation is unlikely to change, technology undoubtedly will affect the way clients are served. Improving service to those clients in…
- By: Fiona Collie
- December 11, 2015 November 6, 2019
- 00:00
The ABCs of segmenting your book
As changes in technology affect the ways we organize and communicate with our clients, the objectives of segmentation — efficiency and productivity — remain the…
- By: Fiona Collie
- December 11, 2015 November 6, 2019
- 00:00
The mindful advisor
Bernie Geiss bases his approach to financial advice on mindfulness and meditation, and 350 wealthy business and professional families rely upon his insurance-based continuity planning…
- By: Leah Golob
- December 11, 2015 November 6, 2019
- 00:00
How to help divorcing clients
The best way to help clients who are going through this difficult process is to provide calm, logical advice. You can help your clients organize…
- By: JoAnne Sommers
- December 10, 2015 November 6, 2019
- 00:00
The perils of joint accounts
Some elderly clients might think creating a joint bank account with an adult child is an easy way to ensure the senior's bills will be…
- By: Catherine Harris
- November 27, 2015 November 6, 2019
- 00:00
Run your practice like a business
The quest for insight into what makes some advisors succeed when others fail is global. While there is no single answer, we know that top-performing…
- By: George Hartman
- November 27, 2015 November 6, 2019
- 00:00
It’s the impact that counts
The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with…
- By: Dan Richards
- November 27, 2015 November 9, 2019
- 00:00
The move to fees
In anticipation of CRM2, many advisors are making the shift from commissions to a fee-based model
- By: Wendy Cuthbert
- November 27, 2015 November 6, 2019
- 00:00
Socially responsible advisor
Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial…
- By: Tessie Sanci
- November 27, 2015 November 9, 2019
- 00:00
Don’t forget about spousal RRSPs
Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income.…
- By: Rudy Mezzetta
- November 6, 2015 November 9, 2019
- 00:00
The executor “minefield”
As a financial advisor, you are not permitted to act as executor for your clients. You can, however, offer valuable advice in helping your client…
- By: Jim Middlemiss
- November 6, 2015 November 9, 2019
- 00:00
Homebodies: Stay put or rent?
Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the…
- By: Catherine Harris
- November 6, 2015 November 9, 2019
- 00:00
The second (or third) time around
Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial…
- By: Fiona Collie
- November 6, 2015 November 9, 2019
- 00:00
The long game: Post-90 planning
As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old.…
- By: Catherine Harris
- November 6, 2015 November 9, 2019
- 00:00
Seniors’ debt is on the rise
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
- By: donalee Moulton
- November 6, 2015 November 9, 2019
- 00:00