Reduced expectations for financials
After a solid year, slower domestic growth and uncertainty in the energy sector are likely to mean a more muted performance for banks, insurers and…
- By: Rudy Mezzetta
- January 15, 2015 November 6, 2019
- 00:00
Latest news in Building Your Business
Sluggish growth weighs on Europe
Given the weakness in the region's economies - plus the risks they face on several fronts - the overall sentiment on European equities is negative.…
- By: Megan Harman
- January 15, 2015 November 6, 2019
- 00:00
Re-engineer your practice
As your business grows and the business environment evolves, it will become necessary for you to re-evaluate both your practice and the way you serve…
- By: Dwarka Lakhan
- December 15, 2014 November 6, 2019
- 00:00
Bringing the world home to clients
Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an…
- By: Tessie Sanci
- December 15, 2014 November 6, 2019
- 00:00
Getting yourself out of a rut
All entrepreneurs reach a point in their careers when they question their motives and their future. This stage actually is an opportunity to reaffirm your…
- By: George Hartman
- December 15, 2014 November 6, 2019
- 00:00
Cybersecurity: The best defence
Hackers are becoming increasingly pervasive and sophisticated. Here are some steps you can take to minimize your vulnerability to cyberattacks and to keep your sensitive…
- By: Danny Bradbury
- December 15, 2014 November 6, 2019
- 00:00
Beat the online competition
Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold…
- By: Dan Richards
- December 15, 2014 November 6, 2019
- 00:00
Managing your clients’ digital assets
What happens to the online accounts your clients hold with social-media networks, banks, vendors and other organizations when your clients die or become incapacitated? Failure…
- By: Fiona Collie
- December 1, 2014 November 6, 2019
- 00:00
Grooming a young successor
Planning your exit with a 10-year time horizon has its advantages. You can start training the advisor who will replace you at an early stage…
- By: George Hartman
- December 1, 2014 November 6, 2019
- 00:00
Embracing the “glory decade”
While life expectancies are getting longer, the time in retirement that clients really will be able to enjoy - through travel and other activities -…
- By: Dan Richards
- December 1, 2014 November 6, 2019
- 00:00
Help clients keep track of their policies
Many clients do a poor job of reviewing and organizing their life insurance coverage. But there are new tools to help, and you can support…
- By: Megan Harman
- December 1, 2014 November 6, 2019
- 00:00
Happier holidays
Appropriate gifts and events can turn a hectic season into a memorable one. Here are some ways to help you hit the right notes this…
- By: Wendy Cuthbert
- December 1, 2014 November 6, 2019
- 00:00
Keeping a civil workplace
Recent events have raised awareness about what constitutes civil and uncivil behaviour in the workplace. You should make sure your office has a policy regarding…
- By: Susan Yellin
- December 1, 2014 November 6, 2019
- 00:00
Be a master of your receipts
Expense management can be a lot easier, thanks to several apps that enable you to record, sort and store your receipts using your smartphone. Some…
- By: Danny Bradbury
- December 1, 2014 November 6, 2019
- 00:00
Couple can afford to help parents
Robert and Clarice, both 45, are in a good position to reach their retirement goals. But for Clarice's mother and father, things are not as…
- By: Catherine Harris
- December 1, 2014 November 6, 2019
- 00:00
Finding the right mix
Creating a successful partnership means more than working with someone you can get along with. It means finding another professional whose skill set is compatible…
- By: Tessie Sanci
- December 1, 2014 November 6, 2019
- 00:00
Education is a way of life for advisor
Andrew Maio, who has a degree in education and a background in teaching, has made promoting financial literacy a major component of his practice. It's…
- By: Fiona Collie
- December 1, 2014 November 6, 2019
- 00:00
Retirement’s emotional side
Book review: So You Think You Are Ready to Retire?
- By: George Hartman
- December 1, 2014 November 6, 2019
- 00:00
Winter is no excuse to hibernate
With the arrival of the cold weather, there’s a temptation to hunker down indoors. But if you push yourself to stay active, you might be…
- By: JoAnne Sommers
- December 1, 2014 November 6, 2019
- 00:00
Helping clients to avoid mistakes
There are many errors that clients make while planning for their retirement. Many are related to their finances - including poor cash-flow planning and taking…
- By: David Israelson
- November 7, 2014 November 6, 2019
- 00:00
Bonds can improve portfolio stability
Although bond funds can be unpredictable, and generally perform less well than equities, careful selection and an eye on factors such as interest rates and…
- By: Andrew Allentuck
- November 7, 2014 November 6, 2019
- 00:00
Help clients to maximize their savings
There are various strategies that you can employ to ensure that clients' retirement savings last longer - and that they pay less taxes in the…
- By: Catherine Harris
- November 7, 2014 November 6, 2019
- 00:00
Working in retirement
For many clients, working while collecting government and pension benefits is an appropriate solution to an income shortfall
- By: Susan Yellin
- November 7, 2014 November 6, 2019
- 00:00
Tough choices
Longer, more vigorous lives, combined with increasingly unpredictable markets and interest rates, demand flexibility, resourcefulness and expertise from financial planners
- By: Jade Hemeon
- November 7, 2014 November 6, 2019
- 00:00
Staying in the game: Why it’s the best strategy for retirement
Investing statistics consistently show that continuing to hold equities during the long decades of retirement - with an eye to prudence - is a better…
- By: Jade Hemeon
- November 7, 2014 November 6, 2019
- 00:00