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Financial industry not serving women

A BMO study finds the financial industry is not doing a good job of serving and educating women clients.

Advisors need compensation flexibility

As jurisdictions around the world consider banning embedded compensation, many Canadian financial planners point out that this long-standing arrangement benefits many clients.

  • By: Staff
  • October 20, 2011 August 21, 2018
  • 11:51

Advisor Audio: Video strategies that work

Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.

  • By: Staff
  • October 20, 2011 August 21, 2018
  • 07:00

Business owners ignoring succession planning

Canadian business owners are not preparing for the future.

Wealth industry slow to embrace social media

The wealth management industry has been slower than most in picking up on the value of collaborative spaces and participatory tools.

  • By: Staff
  • October 18, 2011 August 21, 2018
  • 11:00

Best Practices: Should you stay or should you go?

Showing clients that you continue to expand and enhance your knowledge is always a good thing. Your continuing education allows clients to know you are…

Double whammy when women become widowed

At 68, Nancy is a recent widow and a reluctant inductee to the family finance hall of fame, a realm previously relegated to her deceased…

  • By: May Jeong
  • October 14, 2011 September 9, 2018
  • 00:00

Explaining tactical allocation

Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens in the markets on a monthly,…

Recession proof your practice: Part Two

Last year I wrote an article about recession proofing your practice in case of a double dip…Here is an updated version of that article.

“Rogue” trading exposes poor management

The importance of developing a risk management culture and infrastructure in today’s complex markets cannot be overstated. UBS Bank found it the hard way, on…

Social media strengthens banking business

While community banks have come a long way technologically since George Bailey rubbed Mama Dollar and Papa Dollar together to make baby dollars, that same…

  • By: Staff
  • October 4, 2011 August 16, 2018
  • 15:54

Ranking your Twitter followers

So, you or your business has hit a milestone of 1,000 Twitter followers. Hold off on releasing those party balloons and streamers, just yet.

Timeline for a national regulator: Advisor Audio

Listen and learn. At the 2011 Distributors' Summit presented by Advisor.ca, distributors discussed ways they can work together to help advisors capture the next generation…

  • By: Staff
  • October 3, 2011 August 21, 2018
  • 13:17

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 September 7, 2018
  • 16:16

How to holistically stress test client portfolios

Go beyond the numbers

Expert confidential: Kelley Keehn

Occupation: Financial literacy advocate, speaker and author of nine personal finance books. Consumer advocate for the Financial Planning Standards Council (FPSC) and member of the…

What financial concept don’t you understand?

Aaron Dalton, 44, Gamer and coder, Calgary From financial podcasts, I started hearing a lot about passive investing as a way to avoid mutual funds…

Help a business owner who experienced a data breach

The situation Your client calls in a panic, saying she noticed suspicious activity when using her computer, and fears her company may have suffered a…

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

  • By: Staff
  • December 15, 2017 September 6, 2018
  • 00:00

CE course: Personal tax season — Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

CE Course: 34 ways to be a better advisor

The authors identify 34 concrete, detailed strategies to improve client relationships, perform better discovery and give better advice.