Practice

Industry

IIROC issues guidance on designations

IIROC has issued a guidance notice for comment regarding the proper use of business titles and financial designations.

By Staff |January 8, 2013

2 min read

Industry

Don’t put your health on the backburner

How to put exercise on your to-do list, and why it's crucial.

January 8, 2013

1 min read

Planning and Advice

Short-term goals increase planning success

The financial planning world loves long-term goals. But short-term goals are the highest motivators for clients.

|January 8, 2013

2 min read

Planning and Advice

Throw a party for your retiring client

Despite their many differences, boutique practices catering to high-net-worth clients have something in common with advisors working for big firms or running their own shop: they have retiring clients, and they’re always looking for prospects.

By Bryce Sanders |January 7, 2013

3 min read

Protect your identity on smartphones

A recent study found smartphone users are at a 33% increased risk for identity theft. However, there are things you can do to stay one step ahead and protect your identity. BMO Harris Bank suggests the following strategies to keep your information from falling into the wrong hands.

By Staff |January 4, 2013

2 min read

How your assistant can bring in business

Your assistant handles many vital functions, and truth be told, the whole operation would probably grind to a halt without their help. But their value can go well beyond filing, faxing, and note taking.

By Bryce Sanders |January 4, 2013

3 min read

Manage all assets for clients

Clients can have assets all over—RRSPs with different institutions, inherited stocks, mutual funds bought from an advisor who long ago left the business, and a smattering of funds in an online brokerage account.

By Stuart Foxman |January 4, 2013

3 min read

Help couples avoid arguments

You’re advising a new couple and neither person is following your recommendations, straining your relationship—and probably theirs. You’ve spoken primarily with one spouse, but you suspect the partner is undermining your advice when they’re together at home. How do you handle it? By learning what’s important to each person.

January 3, 2013

3 min read

Practice

IIROC issues guidance on designations

Don’t put your health on the backburner

Short-term goals increase planning success

Throw a party for your retiring client

Protect your identity on smartphones

How your assistant can bring in business

Manage all assets for clients

The “Facebook cliff”

Help couples avoid arguments

Is Windows 8 right for you?