Big decisions ahead for couple
Although Tim and Glenda will easily meet their retirement goals, they need to decide whether Tim takes on a new job, as well as what…
- By: Catherine Harris
- February 1, 2013 November 6, 2019
- 00:00
Latest news in Building Your Business
Focus on client service pays off
Stephen Cox, a financial planner in Halifax, focuses on a process to find out what his clients need. Then, he helps them realize their goals.…
- By: donalee Moulton
- February 1, 2013 November 6, 2019
- 00:00
The gym is not enough?
New research suggests frequent workouts are not sufficient to keep you healthy if you spend most of your time sitting. The easiest solution is to…
- By: Fiona Collie
- February 1, 2013 November 6, 2019
- 00:00
Pinterest gets interesting
The pinboard website first became popular among hobbyists, who would "pin" or upload images of items such as knitting projects. Today, businesses - and financial…
- By: Clare O’Hara
- February 1, 2013 November 6, 2019
- 00:00
Getting your tasks under control
Your computer, your cellphone and even your web browser can be harnessed to help you to keep on top of your to-do list. The tool…
- By: Danny Bradbury
- February 1, 2013 November 6, 2019
- 00:00
Retirement mistakes
Help your older clients avoid common blunders involving insurance, debt, taxes and other issues, which can derail their plans
- By: Dwarka Lakhan
- February 1, 2013 November 6, 2019
- 00:00
Big responsibility, big opportunity
With many Canadian workers lacking disability insurance coverage, this line of products represents a big market that advisors could be tapping into. The chances of…
- By: Megan Harman
- February 1, 2013 November 6, 2019
- 00:00
Serving same-sex couples
Whether married or living common-law, clients in same-sex relationships face financial planning challenges. Understanding the financial and legal issues, as well as the personal nuances,…
- By: JoAnne Sommers
- February 1, 2013 November 6, 2019
- 00:00
Prepare for the unexpected
Developing a disaster plan or contingency plan forces you to think about your own mortality - and morbidity. But that's a good thing to do…
- By: George Hartman
- February 1, 2013 November 6, 2019
- 00:00
Resolve to prospect
While most advisors do a reasonably good job of communicating with their clients, many display little emphasis on attracting new business through prospecting
- By: Dan Richards
- February 1, 2013 November 6, 2019
- 00:00
China rises
Industrial production and retail sales in the world's second-largest economy are increasing
- By: Jade Hemeon
- January 15, 2013 November 6, 2019
- 00:00
Reducing risk in client portfolios
Anemic growth is on the menu, with a big helping of uncertainty
- By: Catherine Harris
- January 15, 2013 November 6, 2019
- 00:00
Emerging markets geared for growth
Developing nations are expected to produce "good, solid returns" this year, supported by reduced reliance on exports to the developed world as well as higher…
- By: Dwarka Lakhan
- January 15, 2013 November 6, 2019
- 00:00
Tougher global financial rules
Many of the regulatory reforms that have been proposed for the financial services sector in the aftermath of the global financial meltdown have misssed their…
- By: James Langton
- January 15, 2013 November 6, 2019
- 00:00
Shrinkage, then some improvement
Most portfolio managers expect growth in Europe to remain negative well into this year, yet are optimistic about gradual improvement in the second half and…
- By: Megan Harman
- January 15, 2013 November 6, 2019
- 00:00
Less buoyant demand for resources
Many global strategists and portfolio managers think resources are entering a new phase in which demand will grow, albeit not at the frenetic pace that…
- By: Catherine Harris
- January 15, 2013 November 6, 2019
- 00:00
A smorgasbord of risks stateside
There are multiple issues to be concerned about when investing south of the border. But, on the plus side, dividend payments are expected to increase…
- By: Carlyle Dunbar
- January 15, 2013 November 6, 2019
- 00:00
Sound, but unspectacular
The domestic financial services sector is chock full of solid performers however, it is quite unlikely that financial services stocks will outperform other sectors in…
- By: Rudy Mezzetta
- January 15, 2013 November 6, 2019
- 00:00
Are high-yield bonds worth the risk?
The market for so-called "junk" bonds is relatively strong and stable currently, there are attractive high-yield bonds in the resources sector, as well as good…
- By: Andrew Allentuck
- January 15, 2013 November 6, 2019
- 00:00
Can’t take the shine off gold
The world's favourite precious metal remains a solid investment. The key, some fund portfolio managers say, is to invest in bullion and buy shares in…
- By: Catherine Harris
- January 15, 2013 November 6, 2019
- 00:00
Still part of a balanced portfolio
Investment-grade corporate bonds are still generating reasonable income, while government bonds provide safety and risk aversion. These qualities are much in demand during this time…
- By: Andrew Allentuck
- January 15, 2013 November 6, 2019
- 00:00
Looking beyond banks and energy
Many sectors, from consumer staples to telecommunications to small-caps, offer opportunities for the careful and well-informed investor who is willing to move outside of the…
- By: Fiona Collie
- January 15, 2013 November 6, 2019
- 00:00
Asian consumers driving growth
Expansion will continue at a respectable rate, although it will be lower then previous peaks. Growing domestic demand will supplement exports, although the range of…
- By: Jade Hemeon
- January 15, 2013 November 6, 2019
- 00:00
Japan looks to a new leader
Although it has flat-lined for two decades, Japan remains one of the world's largest economies. A new prime minister wants to boost growth by promoting…
- By: Brent Jolly
- January 15, 2013 November 6, 2019
- 00:00
Future hinges on U.S.
Reaction to the "fiscal cliff" deal worked out on New Year's Eve will influence the global outlook. Will U.S. companies reinvest in their businesses or…
- By: Catherine Harris
- January 15, 2013 November 6, 2019
- 00:00