Shake off the winter doldrums
If February’s chill is zapping your energy and motivation, these tips from coaches and trainers can help. Exercise and laughter, they say, can do wonders…
- By: Olivia Li
- February 6, 2012 November 6, 2019
- 14:47
Latest news in Building Your Business
Microsoft opening new Windows
Software giant has taken a radical new approach with an operating system that combines tablet and Ultrabook features. It has increased data security and a…
- By: Danny Bradbury
- February 6, 2012 November 6, 2019
- 14:43
Adapt messages to learning styles
Not all clients absorb information in the same way. Young people respond well to emails and blogs, while many baby boomers are turned off by…
- By: Susan Yellin
- February 6, 2012 November 6, 2019
- 14:37
Playing mind games
Should we park our emotions at the door when making investment decisions? Definitely not, this author argues. They should be treated as any other pieces…
- By: George Hartman
- February 6, 2012 November 6, 2019
- 14:33
Meet your junior advisor
Will I get a BlackBerry? Will you cover the cost of my cellphone?”
- By: Wendy Cuthbert
- February 6, 2012 November 6, 2019
- 13:35
Recruiting the next generation
As a significant cohort of aging advisors prepares to retire, what steps are firms and advisors taking to fill the impending void?
- By: Wendy Cuthbert
- February 6, 2012 November 6, 2019
- 13:28
How to shop for a book of business
If you want to be a successful buyer in a seller’s market, you must stand out against all the other advisors who might also want…
- By: George Hartman
- February 6, 2012 November 6, 2019
- 13:13
Secure your top clients
Use a client-opportunity template to summarize each client’s background, identify opportunities and set out specific actions to ensure that the client’s needs are met
- By: Dan Richards
- February 6, 2012 November 6, 2019
- 12:57
U.S. multinationals to deliver gains
There are many prospects in the U.S. consumer industries and high technology; within these categories, multinational firms have appeal because they can withstand economic blows…
- By: Carlyle Dunbar
- January 23, 2012 November 6, 2019
- 12:53
Recession won’t sink all ships
Most fund portfolio managers expect Europe will sink into a recession, but those same managers agree that companies in the region that are in defensive…
- By: Megan Harman
- January 23, 2012 November 6, 2019
- 12:48
Low debt, high growth
Although results were disappointing for many developing nations in 2011, they could well post strong performances this year
- By: Dwarka Lakhan
- January 23, 2012 November 6, 2019
- 12:42
Asian economies on cruise control
Despite the effects of slower growth in China, most countries in the region have low sovereign debt, prudent fiscal policy and strong domestic demand to…
- By: Jade Hemeon
- January 23, 2012 November 6, 2019
- 12:28
Modest growth for Japan
Post-tsunami reconstruction will create some investment opportunities while the expensive yen hampers economic expansion
- By: Fiona Collie
- January 23, 2012 November 6, 2019
- 12:24
China slows but marches on
Although the country’s economic expansion will not match the double-digit growth of the past decade, portfolio managers expect China to forge ahead at a healthy…
- By: Jade Hemeon
- January 23, 2012 November 6, 2019
- 12:19
A targeted bond strategy
Fixed-income portfolios don’t have to be restricted to government debt. Infrastructure issues, investment-grade corporates and municipal bonds can be effective diversifiers
- By: Andrew Allentuck
- January 23, 2012 November 6, 2019
- 12:15
Pay more attention to fixed-income
Increased risk of default and historically low interest rates mean you need to keep a closer eye on your clients’ bond holdings. You also will…
- By: Andrew Allentuck
- January 23, 2012 November 6, 2019
- 12:10
Weak euro likely in 2012
The expected continued high value of the loonie and the yen vs the greenback pose challenges, while weakness in the euro will be welcome
- By: Catherine Harris
- January 23, 2012 November 6, 2019
- 12:03
Regulators gear up for a busy year
Policy-makers are set to continue refining the new capital requirements that will affect all global banks with the introduction of the Basel III capital regime,…
- By: James Langton
- January 23, 2012 November 6, 2019
- 11:56
What’s ahead for Canadian stocks
Fund portfolio managers expect that continued low interest rates will help consumers keep spending this year. These managers also favour firms in the technology and…
- By: Olivia Glauberzon
- January 23, 2012 November 6, 2019
- 11:41
Will inflation return?
If governments look to higher inflation to help pay their debts, it could have a serious impact on your clients
- By: Catherine Harris
- January 23, 2012 November 6, 2019
- 11:35
Slow growth ahead for financial firms
Canadian banks and insurers will search for revenue in the context of the overindebted Canadian consumer base as well as the uncertain global economic outlook…
- By: Rudy Mezzetta
- January 23, 2012 November 6, 2019
- 11:26
Natural resources still have appeal
Commodities had a rocky ride in 2011, but some fund managers say the outlook is brighter for 2012
- By: Catherine Harris
- January 23, 2012 November 6, 2019
- 11:21
Gold, gold shares or none at all?
Most portfolio managers are cool to the precious metal, but some suggest gold-related investments
- By: Catherine Harris
- January 23, 2012 November 6, 2019
- 11:14
Storms, patches of blue
It may appear that this is a terrible time to invest, but global portfolio managers and strategists say the current market volatility is creating many…
- By: Catherine Harris
- January 23, 2012 November 6, 2019
- 10:54
A commitment to clients
With a passion for making a difference in the lives of women, especially divorcees and the elderly, Heather Holjevac has relied on a four-pillar strategy…
- By: Dwarka Lakhan
- December 19, 2011 November 6, 2019
- 17:08