Practice

3 ways to tell clients they’re too small

You’ve got a young client who doesn’t meet your asset minimum. Here’s how to gently tell him he’s too small, while keeping the door open so he comes back when he’s built his wealth.

June 3, 2013

1 min read

Industry

10 things to never say in front of clients

We've looked at 10 expressions you should never use with clients. Here are 10 more.

By Bryce Sanders |June 3, 2013

3 min read

Industry

Twitter posts can impact market performance

As Twitter usage grows, compliance officers worry about its impact on financial markets.

June 3, 2013

1 min read

Industry

Tech sector heats up

Tech stocks are making a comeback.

June 3, 2013

1 min read

Industry

EMDs must fix regulatory deficiencies, says OSC

The OSC has released findings of its targeted review of portfolio managers and exempt market dealers.

By Staff |May 31, 2013

2 min read

Planning and Advice

Do you have too many clients?

I tried to manage 350 households by myself. What was I thinking?

By Robert Abboud |May 31, 2013

2 min read

Planning and Advice

Advisor analysis – Warren MacKenzie

Karen and Sam have two major objectives: to maintain their current standard of living in retirement and to care for their disabled daughter. They’ve done well to accumulate a net worth of about $1.65 million, after capital gains tax. But the numbers don’t add up for them to maintain their lifestyle if they retire now and never work again.

By Warren MacKenzie |May 30, 2013

2 min read