Practice

Market Insights

U.S. real estate is still a bargain

For an investment property, look no further than the Southeastern U.S.

By Phil Wood |March 20, 2013

4 min read

Estate Planning

8 ways clients can manage finances

Invest, spend, and provide wisely once a business is sold

By James Dolan |March 20, 2013

3 min read

Economic Indicators

Small firms fight for survival: IIAC

The financial industry's earnings over the past 6 years seem strong, but small firms are in jeopardy.

March 19, 2013

2 min read

Industry

What clients aren’t telling you

Investors have strong opinions about how advisors should be kept accountable.

By Staff |March 19, 2013

1 min read

Industry

Desjardins offers mobile retirement hub

More customers are depending on their smartphones, so Desjardins Insurance is offering a solution.

By Staff |March 18, 2013

1 min read

Planning and Advice

Applying OAS for rich clients

Tax implications of pension plan are still relevant for the rich.

By Maureen Glenn |March 18, 2013

5 min read

Industry

Prevent competitors from scooping your clients

You’re meeting a prospect over coffee and presenting compelling reasons she should leave her advisor and transfer her account to you. In the next booth your competitor is having a similar conversation with your best client, asking him to jump ship.

By Bryce Sanders |March 18, 2013

3 min read

Industry

Is your private financial data secure?

Companies are busy ramping up their use of both social media and online platforms and systems. So, regulatory frameworks are continually evolving to ensure the financial services industry remains secure.

March 18, 2013

3 min read

Planning and Advice

Advisor analysis – Frank Wiginton

First, Reza and Shadan are from Iran so I would ask if they have any religious restrictions around earning or paying interest. They have a mortgage, so it may not be an issue, but it’s important to find out for sure.

By Frank Wiginton |March 18, 2013

2 min read

Planning and Advice

Are you living off income or cash flow?

Ask a group of retirees what they want from their investments and they’re likely to give the same answer: income.

By Dan Bortolotti |March 18, 2013

3 min read

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