Advisor education

Planning and Advice

7 worst vacation email auto-responses

The auto-response email is a delicate art and often it's botched, says New York Magazine.

By Staff |November 1, 2013

1 min read

Planning and Advice

Take staff on retreat

Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.

By Stuart Foxman |October 1, 2013

3 min read

Life

Faceoff: Dual by design

Should financial advisors hold an insurance license as a leg up?

By Kanupriya Vashisht |July 29, 2013

7 min read

Industry

Fiduciary duty will raise costs: CSA roundtable

Participants warned a fiduciary duty will raise compliance and insurance costs for advisors.

By Staff |June 25, 2013

3 min read

Industry

CFA Institute launches Claritas

The CFA Institute has launched the Claritas Investment Certificate. The new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.

By Staff |May 22, 2013

1 min read

Industry

Advising senior executives

The skills that get senior executives to the top are the ones they want to see in their advisors. Here's what they’re looking for.

By Bryce Sanders |April 29, 2013

2 min read

Market Insights

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]

By Staff |April 23, 2013

24 min read

Industry

Advisors should earn their titles, says Advocis

Canadian investors are questioning their advisors’ credentials and abilities, says Advocis.

By Staff |February 21, 2013

1 min read

Industry

More than 600 pass CPA exam

The results of the 2012 Uniform Evaluation were released this morning.

By Staff |November 30, 2012

1 min read

Industry

CFL players becoming advisors

Sun Life Financial recently expanded its services; the company teamed up with the Canadian Football League to offer financial planning aid to all players across the league’s eight teams. The main goal of the partnership is to provide athletes with financial support and help them prepare for their post-football years. Read: Living dangerously? Then insure […]

By Wire services |August 22, 2012

1 min read

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