Regional dealers leave succession planning to the advisors
But process could be hampered by recruitment strategy focused on attracting older, more experienced advisors
- By: Lara Hertel
- August 30, 2006 October 28, 2019
- 11:54
Latest news in Special Feature
Good things really do come in small packages:Includes Chart
Although there are some terrific upsides to working at a regional dealer, there are also some downsides
- By: Nicole Grondin
- August 30, 2006 October 28, 2019
- 11:51
Eyes on the little guys: Includes Main Chart
IE focuses on the regional dealers for the first time
- By: Lara Hertel
- August 30, 2006 October 28, 2019
- 11:40
Plenty of tools for portfolio builders
Programs range from the basic to the sophisticated with a big-picture financial planning approach
- By: Gavin Adamson
- June 1, 2006 October 28, 2019
- 09:15
Client’s life phase sets the course
Whether the client is in the accumulation or disbursement stage will determine the portfolio’s strategy
- By: Dwarka Lakhan
- June 1, 2006 October 28, 2019
- 09:15
Portfolio construction and registered plans
Deciding which assets go inside your client’s RRSP and which remain unregistered will have a significant impact on returns
- By: Jade Hemeon
- June 1, 2006 October 28, 2019
- 09:15
Putting the portfolio to work for the client
From risk assessment to asset allocation, advisors share their practical approaches to building and managing portfolios
- By: Rudy Mezzetta
- June 1, 2006 October 28, 2019
- 09:15
Periodic adjustments vital to reaching goals
Clients must overcome a natural urge to cling to today’s winners and dump losers if they want to win in the long run
- By: Glenn Flanagan
- June 1, 2006 October 28, 2019
- 09:15
Ensuring the client is on the same page
An investment policy statement shows that both advisor and client understand the objectives of the portfolio
- By: Wendy Cuthbert
- June 1, 2006 October 28, 2019
- 09:15
Portfolios subject to two key style decisions
While all sides have their supporters, most experts favour strategic over tactical, active over passive approaches
- By: Michael Ryval
- June 1, 2006 October 28, 2019
- 09:15
Correlation: How assets get along with others
Choosing investments based on how they behave in relation to one another can reduce risk
- By: Gordon Powers
- June 1, 2006 October 28, 2019
- 09:15
Establish a way to measure a portfolio’s performance
Building a benchmark not only helps you track returns; it also helps you build stronger client relationships
- By: Gavin Adamson
- June 1, 2006 October 28, 2019
- 09:15
Choosing the right asset mix
Within each asset class, there are varying levels of risk
- By: Dwarka Lakhan
- June 1, 2006 October 28, 2019
- 09:15
Taking the client’s risk temperature
Investors are often unaware of their risk tolerance
- By: Laura Pratt
- June 1, 2006 October 28, 2019
- 09:15
The art and science of portfolio construction
The right mix of assets can reduce downside risk and produces better returns over the long term
- By: James Langton
- June 1, 2006 October 28, 2019
- 09:15
Learning the language of portfolio construction
From asset allocation to return on investment — understanding the terms and concepts is critical
- By: Glenn Flanagan
- June 1, 2006 October 28, 2019
- 09:15
Alternative energy may help power portfolios
There are many ways to generate energy, but investing in those that will be profitable in the long term may involve some guesswork
- By: Jade Hemeon
- March 6, 2006 October 28, 2019
- 16:27
Real price of oil may be half current market price
Energy analysts say the market’s concerns about terrorism, capacity and political uncertainty are causing oil to sell at a sharp premium
- By: Catherine Harris
- March 6, 2006 October 28, 2019
- 16:27
Prospecting for new sources of heat, power, fuel
Price, feasibility and environmental impact play a role in development of energy sources of the future
- By: Catherine Harris
- March 6, 2006 October 28, 2019
- 16:27
Green living doesn’t mean huge sacrifices
Each of us uses a huge amount of resources, but there are simple things we can do to cut consumption
- By: Maureen Halushak
- March 6, 2006 October 28, 2019
- 16:27
Investing in energy can include the energy service side
Fund managers offer advice about which energy industry groups to recommend to clients and which to avoid
- By: Lara Hertel
- March 6, 2006 October 28, 2019
- 16:27
Money can be made from energy — by using less of it
Money invested in ways to lower energy consumption can bring an investment return of more than 25%, experts say
- By: Rudy Mezzetta
- March 6, 2006 October 28, 2019
- 16:27
Warning bells already tolling for world’s energy resources
Numerous reports paint a future that will see the world race to find or develop new energy supplies to meet relentless demand
- By: James Langton
- March 6, 2006 October 28, 2019
- 16:27
Financial services firms want money-makers :Includes chart
Advisors who have their CFP, multiple licences and a substantial book are sought after by all firms
- By: Maureen Halushak
- August 30, 2005 October 28, 2019
- 14:13
No pressure to sell in-house products, firms say:Includes chart
Yet there’s a strong underlying message at many companies that selling the house product helps the brand — and the advisor
- By: Geoff Kirbyson
- August 30, 2005 October 28, 2019
- 14:08