Walk into any bookstore and you’ll find shelves groaning under the weight of books written by high-profile people extolling the secrets of their success. But…
Searching for informa-tion on the Internet and then finding yourself heading down some useless path is probably the most frustrating part of the World Wide…
Everyone likes a deal. And your older clients, regardless of how well off they may be, are interested in getting value for their money —…
It is good news for financial services professionals that regulators and advisor organizations are raising practice standards. But higher standards can be a double-edged sword.…
When mark newsome decided to climb Mount Kilimanjaro in 2005, he approached it the same way he approaches every endeavour: methodically.He broke in his hiking…
In a world in which all communications is moving toward digital format, why are signatures still largely paper-based? There are software solutions that make electronic…
Facts, the customerrelationship management software developed by Toronto-based LynxDev Inc., is designed to be used by advisors and their firms to improve client service, increase…
Botox, famous for smoothing out those pesky forehead wrinkles, is being used in a new area of the body: the knee. Researchers in Minnesota have discovered that…
This case study is based on the situation of a client of the Covenant Group. Names and details have been changed to preserve privacy. What…
The death of a spouse brings with it much more than grief. It often means a significant drop in income, especially for women. Financial advisors…
Don’t give team-building a bad namePut time and thoughtfulness into planning activities that suit the ages and interests of your staffYour financial advisory practice is…
Don’t give team-building a bad namePut time and thoughtfulness into planning activities that suit the ages and interests of your staffYour financial advisory practice is…
January marks the one time each year that people make resolutions to change their daily routines for the better. New Year’s resolutions often relate to…
Advisors can hire service firms for everything from crunching the numbers for a financial plan to collecting phone messages
Monica Townson’s new book looks at how the new retirement might play out for your clients
Galleries of templates mean your computer can quickly produce high-quality letters, business cards or presentations
The right software can keep all team members up to date on all clients’ files
Pay only for the level of stock-market data that meets your needs with AlphaTrade.com
Clients can try to duck around provision in the Budget Implementation Act, but strategies could involve some risk
Advisor’s son did a good job for four weeks, but that doesn’t mean he is ready to step into his father’s shoes
The Brain Gym program has been adopted in more than 90 countries and has been translated into more than 50 languages
Four top liability lawyers give their perceptions of the financial services industry’s new regulatory environment
Build choices into pension plan, offer part-time work with flexible hours, treat mature workers with respect
There’s nothing like ending the year on a high note. Advisors can raise a glass of cheer this year because clients are altogether happy with…
Former pharmacist finds similarities in advising on physical, financial health