Your Business

Decorative pattern

Get your CE credits before year’s end

The IIROC cycle ends Dec. 31, 2017

By Staff | December 15, 2017

1 min read

Decorative pattern

Personal tax season — Are you ready?

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

By Michelle Connolly | March 17, 2017

1 min read

Decorative pattern

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.

By Anne Manson and Doug Towill | November 10, 2016

22 min read

Decorative pattern

Planning and Advice

Push your hardware’s lifespan, for free

It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]

By Kevin Cork | November 4, 2016

3 min read

Decorative pattern

Rebalancing act: Estimating the value added through portfolio rebalancing

Raymond Kerzérho, director of research at PWL Capital, shows how to measure the impact of portfolio rebalancing on return and risk.

By Raymond Kerzérho | July 19, 2016

8 min read

Decorative pattern

Great expectations: How to estimate future stock and bond returns when creating a financial plan

The authors describe a methodology to calculate the expected returns and risk level of stocks and bonds, and how it can be used in clients’ financial plans

By Dan Bortolotti and Raymond Kerzérho | May 25, 2016

12 min read

Decorative pattern

ARCHIVED: Personal tax season – Are you ready?

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

By Michelle Connolly | March 21, 2016

1 min read

Decorative pattern

Market Insights

CE Course: Red flags for equity investors

The authors identify red flags investors should watch for when assessing company stocks.

By Al and Mark Rosen | January 22, 2016

26 min read

Decorative pattern

The design and depletion of retirement portfolios

Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios

By Graham Westmacott and Susan Daley | December 7, 2015

26 min read

Decorative pattern

CE Course: Challenging Dynamics for Executors; Boom or Bust for Advisors?

This course explores how financial advisors can enhance their practices by learning how to advise executors.

By Mark O'Farrell | May 8, 2015

1 min read

← Previous 1 2 3 4 5 6 Next →