Giant’s growth spurt cools with global slowdown: China
Money managers are betting on companies that will benefit from infrastructure spending; avoiding export-sensitive industries
- By: Jade Hemeon
- January 23, 2009 January 23, 2009
- 12:17
Latest news in Building Your Business
Reforms looming for financial services industry
The purpose of these regulatory changes is to reduce risk, but they will also curtail firms’ earning potential
- By: James Langton
- January 23, 2009 January 23, 2009
- 12:17
Yen’s surge takes toll on exports
Corporate earnings will probably fall in the short term, but Japan’s fortunes may be changing
- By: Clare O’Hara
- January 23, 2009 January 23, 2009
- 12:17
Lots of potential — but still lots of downside
Financials are stable but economic uncertainty still hangs over their profit outlook
- By: Rudy Mezzetta
- January 23, 2009 January 23, 2009
- 12:17
Preparing clients for the recovery
While opportunities for growth are likely, many money managers advise caution
- By: Catherine Harris
- January 23, 2009 January 23, 2009
- 12:17
The loonie is poised for a comeback
Once the economic recovery gets underway, the world’s major currencies will be affected in different ways
- By: Catherine Harris
- January 23, 2009 January 23, 2009
- 12:17
A guide to bond shopping for the recovery
There are various bargains to be had in the corporate bond universe — and they are not hard to spot
- By: Andrew Allentuck
- January 23, 2009 January 23, 2009
- 12:17
Direction of developing economies uncertain
The credit crisis plaguing much of the developed world is also leaving its mark on emerging markets
- By: Dwarka Lakhan
- January 23, 2009 January 23, 2009
- 12:17
Helping divorcing clients keep things cool
Family mediation skills can play a key role in the peaceful resolution of financial issues
- By: Maureen Halushak
- December 22, 2008 December 22, 2008
- 15:22
Tailoring the service to the client
Clients should be organized into tiers, with clear service standards for each category
- By: George Hartman
- December 22, 2008 December 22, 2008
- 15:22
Reorganizing investments and taxes to achieve goals
A middle-aged, middle-income couple should reduce their real estate and build up RRSPs, insurance and pensions
- By: Catherine Harris
- December 22, 2008 December 22, 2008
- 15:22
Orchestrating your clients’ estate plans
Integrating a trust company into your network can add value for clients
- By: JoAnne Sommers
- December 22, 2008 December 22, 2008
- 15:22
Know clients, love your work
Brian Hein, president of Hein Financial Group Inc. in Calgary, believes client relationships are the key to success. “If you want to get rich, know…
- By: Rachel Betts-Wilmott
- December 22, 2008 December 22, 2008
- 15:22
Getting motivated for 2009
Here are 10 tips to help you stay positive as you deal with clients and volatile markets over the coming months
- By: Dan Richards
- December 22, 2008 December 22, 2008
- 15:22
Educating clients on banks’ mortgage life insurance
Study shows clients don’t understand mortgage insurance policies; term life provides numerous advantages
- By: Gavin Adamson
- December 22, 2008 December 22, 2008
- 15:22
Netbooks fill gap between smartphones, laptops
These mini-laptops are small and capable of running office applications, so they are ideal for advisors on the go
- By: Danny Bradbury
- December 22, 2008 December 22, 2008
- 15:22
Spirit of co-operation
When it comes to estate planning and wealth transfer, financial advisors have long been wary of professional trustees. That’s understandable, given that the management of…
- By: JoAnne Sommers
- December 22, 2008 December 22, 2008
- 15:22
Keeping the glass half full
Exercise, time spent with family, volunteer work can make you less susceptible to stress, more optimistic
- By: Olivia Glauberzon
- December 22, 2008 December 22, 2008
- 15:22
A history of the global financial crisis
Historian Niall Ferguson offers a sweeping history of money as a driving force of change
- By: George Hartman
- December 22, 2008 December 22, 2008
- 15:22
“Passion behind the person”
Calgary-based advisor prides himself in building deep client relationships
- By: Rachel Betts-Wilmott
- December 22, 2008 December 22, 2008
- 15:22
Laid off at 58 with a severance, but can he retire?
Former bank employee and his wife, a nurse with a secure job, would consider moving to another city
- By: Catherine Harris
- December 1, 2008 December 1, 2008
- 11:06
Avert your eyes, respect elders
TTI Transculture Training International Consulting in Toronto offers these tips for dealing with clients of other cultures:> Hand gestures have different meanings in different cultures.…
- By: Laura Bobak
- December 1, 2008 December 1, 2008
- 11:06
Guarantees have limitations
Not all manufacturers of GMWBs deal with overwithdrawals in the same way
- By: Gavin Adamson
- December 1, 2008 December 1, 2008
- 10:27
Simple, painless test can prevent colon cancer
Colonoscopies are recommended for those over 50; you may have to go on a waiting list because demand is increasing
- By: Jade Hemeon
- December 1, 2008 December 1, 2008
- 10:27
Trust is the key
Robin Douglas, senior vice president with Raymond James Ltd. in Vancouver and portfolio manager for its Concierge Investing service, places great importance on client relations.“The…
- By: Brian Lewis
- December 1, 2008 December 1, 2008
- 10:27