More from Running your business
De Goey: Probability, disclosure and client choice
John J. De Goey / March 09, 2010Many advisors I know recommend picking stocks or picking actively-managed mutual funds as their specialty and their exclusive way of building a responsible portfolio.
LaValley: Providing valuable retirement advice
Barry LaValley / February 25, 2010Not long ago, I was making a presentation on the role of a retirement advisor to a group of financial planners. In my audience were advisors with a wide range of academic credentials and experience.
Bulloch: The impact of retirement
Allan Bulloch / February 22, 2010In some succession planning discussions I’ve had with advisors, I’ve heard the comment “Maybe I should sell my practice and just retire!”
Succeeding your business
Sandra Foster / February 01, 2010It’s rare for advisors to have a written succession plan, which is strange because advisors who work with business owners generally take a hand with helping those clients put their plans in place.
Evolution of the family office
Mariellen Ward / February 01, 2010Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional family office.
The family office evolved
Mariellen Ward / February 01, 2010Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends.
Redefining retirement and your business
Philip Porado / February 01, 2010A year ago, advisors heard many clients announce they’d delay retirement.
Final Words: Ethnic communities present opportunities
Staff / February 01, 2010Canada’s face is changing fast. Immigrants seeking better opportunities and savvy financial services providers know they must cater to new needs.
Growing income during retirement
Fred Pinto / February 01, 2010Every RRSP season, we try to think up clever campaigns in an effort to mine retirement assets - I like to call it the Old Rush.
Ensure endowments are properly funded
Mark Noble / February 01, 2010Last month we introduced AER readers to the Happy Valley case study , in which the wealthy widow and matriarch of the fictional microcosm community sought an advisor’s help on how to create an endowment fund to be used to improve the social and environmental conditions of the community.
