Home Paul Brent

Although there's a high level of trust in banks, clients also say that they don't like feeling sales pressure from bank employees

  • September 21, 2017 February 2, 2019
  • 23:55

As an employer, you know your most important resource is your human capital. You and your employees represent your organization and are responsible for generating revenue and profit. You can measure your employees’ productivity and engagement. But what about their health? Are your employees healthy, or just one day away from a lengthy illness? Safe […]

  • March 1, 2017 January 31, 2019
  • 00:45

Advisors need to talk to clients about their retirement future and show the potential damage RRSP withdrawals cause

  • February 15, 2017 February 2, 2019
  • 00:50

Some top advisors explain how they are navigating the difficult, sometimes delicate task of persuading older clients to reduce expectations while finding low-risk ways to boost income

  • November 11, 2016 February 13, 2019
  • 00:50

RI is being held back by various factors, but advisors who offer the strategy could see significant growth in their books

  • October 31, 2016 February 2, 2019
  • 23:55

We’ve all seen the bumper sticker that reads: “I’m spending my kids’ inheritance.” It’s funny, right? Think again, states Toronto-based HomEquity Bank. According to the results of the 2016 Seniors’ Views of Inheritance survey recently conducted for that firm, a surprising 86% of Canadian seniors are unwilling to “forgo doing, achieving or acquiring something” in […]

  • October 11, 2016 February 2, 2019
  • 23:55

Last year's decline in Canadian equities markets was a tailwind for active managers of large-cap equity funds

  • February 26, 2016 February 2, 2019
  • 00:00

With markets caught in the bear's swooping claws, now is the time to contact clients and demonstrate that you are on top of matters

  • February 1, 2016 February 13, 2019
  • 00:00

However, U.S. economic growth is a source of optimism

  • October 22, 2015 February 2, 2019
  • 23:00

Investor outlooks don't match their portfolios

  • October 8, 2015 February 2, 2019
  • 23:00