Steering through uncertainty
The global economy has made some recent gains but is now facing new problems, ranging from inflation to trade wars. Strategists suggest options for your…
- By: Catherine Harris
- January 24, 2011 November 5, 2019
- 12:21
Latest news in Building Your Business
Inflation not a big worry
The U.S. Federal Reserve Board is commited to avoiding deflation, but inflation could creep up
- By: Catherine Harris
- January 24, 2011 November 5, 2019
- 12:21
How heart and head clash
Investors are sometimes “normal smart” and sometimes “normal stupid,” says University of Santa Clara finance professor Meir Statman. If that sounds familiar, it probably is
- By: George Hartman
- December 21, 2010 November 5, 2019
- 11:29
Teacher’s pension a lifesaver
Derek and Susan are worried about meeting their future financial goals if Derek’s struggling employer is either taken over or shut down. However, the couple…
- By: Catherine Harris
- December 21, 2010 November 5, 2019
- 11:29
Technology resolutions for 2011
Here are some lasting resolutions to help you make better use of technology and clear more time for yourself in the new year
- By: Danny Bradbury
- December 21, 2010 November 5, 2019
- 11:29
Stay on top of cholesterol levels
Watch out for the saturated and trans fats found in fast food, meat and high-fat dairy products
- By: Clare O’Hara
- December 21, 2010 November 5, 2019
- 11:29
An eye for top investing talent
June Ntazinda combs Canada and the world to find fund managers in various asset classes best suited to the needs of her ultra-high net-worth clients.…
- By: Jade Hemeon
- December 21, 2010 November 5, 2019
- 11:29
Torquing asset allocation
Some financial advisors are making more frequent changes in their clients’ asset mix and using alternative investments to take advantage of rapidly changing market conditions
- By: Dwarka Lakhan
- December 21, 2010 November 5, 2019
- 11:29
Breaking up not always hard to do
The best way to prevent a difficult team breakup is to have a formal partnership agreement in place; otherwise, a positive attitude and a commitment…
- By: Fiona Collie
- December 21, 2010 November 5, 2019
- 11:29
Customizing your message
In the past, many clients sought out advisors to get basic investing information. Now, however, the “one size fits all” approach is giving way to…
- By: Dan Richards
- December 20, 2010 November 5, 2019
- 17:07
Prospects: Making it rain
Finding new clients is a challenge facing every financial advisor. Here’s how to generate and sustain a stream of leads
- By: Wendy Cuthbert
- December 20, 2010 November 5, 2019
- 17:07
Change the advisor, keep the client
The good news is that you’re acquiring a book of business. The more difficult part is finding ways to ensure that the right resources go…
- By: George Hartman
- December 20, 2010 November 5, 2019
- 17:07
Minding the family business
Estate planning
- By: Rosemary McCracken
- December 6, 2010 November 5, 2019
- 15:14
Laptops are getting lighter, thinner
The good new is you no longer have to lug around a heavy, overpowered computer; the not so good news is that choosing a new,…
- By: Danny Bradbury
- December 6, 2010 November 5, 2019
- 15:14
From manager to leader
Industry icons Bill Bachrach and Norman Levine give guidance for recruiting and training top advisors
- By: George Hartman
- December 6, 2010 November 5, 2019
- 15:14
Online tool aids in asset allocation
SIACharts uses technical analysis to compare sectors; daily comparative reports rank relative strength of various asset classes; charts can be used to help advisors make…
- By: Dwarka Lakhan
- December 6, 2010 November 5, 2019
- 15:14
A guy walks into an advisor’s office…
A touch of humour can help you build stronger relationships with your clients. But it must be tasteful, or the joke will be on you
- By: Olivia Glauberzon
- December 6, 2010 November 5, 2019
- 15:14
Beyond The Will
Getting to know your client's financial, family and business situations is essential in successful estate planning
- By: Rosemary McCracken
- December 6, 2010 November 5, 2019
- 15:14
Making your point with PowerPoint
A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors…
- By: George Hartman
- December 6, 2010 November 5, 2019
- 15:14
Exercise at your desk
As little as 15 minutes of exercise per day can ward off the negative impact of remaining sedentary
- By: Olivia Glauberzon
- December 6, 2010 November 5, 2019
- 15:14
Create your own podcast
Reach a bigger audience of clients and prospects with a professional-sounding audio program; it’s simple and inexpensive — and you probably already own most of…
- By: Fiona Collie
- December 6, 2010 November 5, 2019
- 15:14
Looming death, important decisions
A couple who live on a hobby farm near Edmonton are seeking advice on how to handle the husband’s impending death from terminal cancer as…
- By: Catherine Harris
- December 6, 2010 November 5, 2019
- 15:14
Naming a bank as beneficiary
Persuading a client that independent life insurance is a better deal
- By: Gavin Adamson
- December 6, 2010 November 5, 2019
- 15:14