More from Special Reports
Advisor.ca Reader Polls
Staff / February 19, 2010What do you think? How do you feel? Advisor.ca wants to know. Vote in our polls and let your voice be heard. Check back often for more polls on hot button topics and breaking news items.
RRSP Reality Check
February 11, 2010The emergence of the TSFA and with clients focused on paying down debt, there is a decreased emphasis on retirement savings, changing the economic climate for RRSPs. In our Special Report: 'RRSP Reality Check', we look at how the sands are shifting and the need for advisors to increase emphasis on asset allocations within registered plans.
Dollars & Sense
Staff / December 17, 2009The Advisor Group's eighth annual Dollars & Sense survey of advisors and clients provides precious insights into what clients want from their advisors; and in turn, what advisors need in order to fulfill those expectations.
Ahead of the pack: Tax tips
Staff / November 17, 2009Advisors do a lot, but tax planning may be your most important task. No matter what your clients invest in, if they don't file properly or take advantage of tax reduction strategies, you may as well kiss the wealth you built together goodbye.
In our annual tax package, you'll find:
Digital Cover Feature: Back On Track
Philip Porado / October 15, 2009Until recently, many Canadians went out on a limb and used their houses as ATMs to fund their dreams. Now the bills have come home to roost. For clients facing layoffs or income reductions, debt is a serious matter.
Attracting the affluent
ADVISOR Staff / September 15, 2009Every advisor covets more high-net-worth clients. But how do you serve them well and create loyal advocates of your work? In this special report, you'll find tax, investment and insurance strategies that go above and beyond the status quo and will help HNW clients to see the value of your advice.
Good causes: Keeping charitable commitments
ADVISOR Staff / July 14, 2009Sure, the economic downturn has clients focused on capital preservation. But that doesn't mean client appetite for charitable contributions has dried up. Advisors we spoke with for the inaugural Advisor's Edge digital cover story found that — although one-off giving has slowed and client zeal to gift appreciated securities is drying up — discussions about charitable giving plans are still an important component of the advisor-client relationship.
Is SRI sustainable in a downturn?
ADVISOR Staff / June 16, 2009Investors have seen their portfolios ravaged by the credit crisis and subsequent stock market meltdown. Returns are once again the focus of most investors and high-minded ideals may have to take a backseat. But academic research suggests SRI does not create performance drag, and that it can play a key role in reducing risk. This package probes the future of an investment model built on principles other than returns.
Asset allocation for our new reality
ADVISOR Staff / May 19, 2009Is this time different? Maybe not, but the way investment professionals look at portfolio construction from here on out will be. Going forward, advisors have to have a greater understanding all forms of risk whether they are human emotions or technical aberrations such as liquidity risk. It's become abundantly clear that for investors, losing money is far more painful than the elation of outsized returns. We take a closer look at the new themes and ideas being examined in the industry.
Income ideas: Keep cash flowing in retirement
ADVISOR Staff / April 06, 2009When it comes to retirement, the most important thing you can do for your client isn't help them pay for a vacation — it's making sure they have enough cash to help them live a long, happy life. Doing that, however, requires some careful planning, including looking at annuities, withdrawal rates and using proper tax efficient strategies.
