Advisor education

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Industry

Unhappy investors will leave you within six months

Investors are expecting higher levels of transparency than ever before, holding their investment managers to the highest ethical standards, and are laser-focused on returns.

By Staff |February 17, 2016

2 min read

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Planning and Advice

What’s the most useful designation you’ve gotten?

Nick Bakish director of wealth management, Richardson GMP, Montreal Designations: CFA, CLU, TEP, Fin. Pl., FCSI The gold standard is the CFA. It’s internationally recognized and requires the most study. The designation gives me a framework to evaluate pricing for various securities, so I can employ an appropriate investment strategy. For example, understanding pricing models, […]

February 5, 2016

2 min read

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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

Segment your book for a stronger firm

Planning and Advice

Segment your book for a stronger firm

Identify which clients to focus on and which to let go

By Christopher Ambridge |January 6, 2016

4 min read