Practice

Technology, platforms and competing in today’s marketplace Fallback Image Decorative pattern

Planning and Advice

Technology, platforms and competing in today’s marketplace

Clients have become better educated about the principles of investing and the qualities they expect from their advisors, so the need to learn about new tools and processes to meet clients’ demands will only increase in the future. This makes it necessary for advisors to understand which tools and processes are available, and the amount […]

By Cindy Jenner Cowan |December 1, 2008

4 min read

ETF Roundtable Report Fallback Image Decorative pattern

Planning and Advice

ETF Roundtable Report

Research and Roundtable Report Presenters: HOWARD ATKINSON President, BetaPro Management Inc. SOM SEIF President, Claymore Investments HEATHER PELANT Head of iShares Canada, Barclays Global Investors Canada Limited RICHARD GENONI Product Manager, Vanguard ETFs An evolving global market Exchange-traded funds: are they niche fad or here to stay? Evidence strongly points towards the latter, as the […]

By Staff |November 15, 2008

16 min read

Practice Lab: Exceptional communication in volatile times Fallback Image Decorative pattern

Planning and Advice

Practice Lab: Exceptional communication in volatile times

Explain the reality of the market. Revisit or establish a financial plan. Review risk tolerance. Promote the opportunity to invest. Ask for introductions to people they care about who may not be receiving the communications they need. April-Lynn Levitt is a Calgary-based coach, and Kim Poulin is a Montreal-based coach. They provide one-on-one customized coaching […]

By April-Lynn Levitt and Kim Poulin |November 14, 2008

3 min read

Print this package: Money laundering Fallback Image Decorative pattern

Planning and Advice

Print this package: Money laundering

In our 2008 Compliance roundup special report, we review a number of recently implemented initiatives that affect your practice, including money-laundering legislation introduced this summer. If you’ve had a chance to peruse the package and you’re looking for an easy way to download the full report for future reference, click the links below to access […]

By Staff |November 13, 2008

2 min read