Industry

Decorative pattern

Clients may forget lessons of 2000 too soon

(November 25, 2003) As the markets continue to climb and investor confidence slowly returns, financial advisors can expect to face some clients who are dismissive of the very notion of risk. Never mind that the tech-sector bubble popped just under four years ago, wiping out untold fortunes on paper. The anxiety caused by those losses […]

By Steven Lamb |November 25, 2003

4 min read

Decorative pattern

Briefly:

(November 28, 2003) If you haven’t been to Advisor Forum 2003 yet, you’re down to your last chance. The trans-Canada conference makes its final stop in Halifax on Monday, December 1. The two day conference kicks off at the World Trade and Convention Centre, 1800 Argyle Street, with the keynote address from Bill Good, who […]

By Staff |November 24, 2003

6 min read

Decorative pattern

Check E&O policies carefully for exclusions, expert says

(November 24, 2003) Financial advisors need to study their errors and omissions (E&O) insurance policies with a fine-tooth comb to determine exactly what is and what is not covered, says Robert Ensor of Marsh Canada. Ensor provided an update on the Canadian E&O environment at a recent Peel Institute symposium in Toronto. When choosing an […]

By Doug Watt |November 24, 2003

3 min read

Decorative pattern

Nick Murray speech sparks debate in Talvest Town Hall

(November 21, 2003) Author and business coach Nick Murray’s contention that equities can be a suitable and safe investment, even for clients who are retired, sparked some lively debate this week in Advisor.ca’s Talvest Town Hall. In a keynote speech on Wednesday at the Toronto Advisor Forum, Murray noted that actuarial projections suggest the average […]

By Doug Watt |November 21, 2003

2 min read

Decorative pattern

Advisor Forum update: Advisor panel offers tips to thrive on

(November 21, 2003) It’s been a difficult century so far for the financial services industry, with markets collapsing, clients panicking and then a long, slow slog of a recovery. While many advisors survived the shake up, some managed to even thrive. Three top advisors shared their strategies for making the most of a tough market […]

By Steven Lamb |November 21, 2003

5 min read

Decorative pattern

Advisor Forum update: Efficient prospecting key to being up in down market

(November 20, 2003) Although his presentation contained a few complicated spreadsheets, U.S.-based advisor coaching guru Bill Good had one simple message for attendees at this week’s Advisor Forum in Toronto: the secret to being up in a down market is not only to bring in new clients and new assets, but to do so in […]

By John Craig |November 20, 2003

2 min read

Decorative pattern

Advisor Forum update: Paper trail, know-your-client keys to winning in court

Current: out-of-date client information clouds your understanding of their goals Correct: even the slightest error can call your reliability into question Complete: make sure you have a full understanding Consistent: make sure there are no discrepancies between the notes for separate meetings Contemporaneous: put everything in context to make the image of the meeting more […]

By Steven Lamb |November 20, 2003

4 min read

Decorative pattern

Challenge exam option introduced for CLU designation

(November 20, 2003) The CLU Institute is introducing a bridging program that will allow experienced advisors to obtain the Chartered Life Underwriter (CLU) designation by writing a single exam. The normal route to the CLU involves completion of the CFP program combined with three specialized courses. The challenge exam recognizes that many non-designated advisors have […]

By Doug Watt |November 20, 2003

3 min read

Decorative pattern

Advisor Forum update: Don’t over-insure when you can over-fund

(November 19, 2003) Sometimes a client seems just right for an insurance sale, with what appears to be far too much invested in fixed income assets or cash just sitting in their savings account. But Al Kinch of Desjardins Financial Security has been in the business for 33 years and advises against raiding a client’s […]

By Steven Lamb |November 19, 2003

3 min read

Decorative pattern

Advisor Forum update: Nick Murray sees rare opportunity for advisors in 2004

(November 19, 2003) The religious imagery of the title was well suited, as author and business coach Nick Murray delivered his lecture Opportunism After the Apocalypse with the zeal of a preacher in a revival tent. The congregation at Advisor Forum in Toronto soaked the sermon up in near reverential silence. “There are only two […]

By Steven Lamb |November 19, 2003

4 min read

← Previous 1 … 2,141 2,142 2,143 2,144 2,145 … 2,198 Next →