Practice

Industry

Help clients set realistic expectations

When investing, leave emotion at the door.

By Christopher Hope |November 26, 2012

8 min read

Planning and Advice

How to respond to criticism

What happens if a guest at a party asks what you do, and makes a snarky comment when you say, “I’m a financial advisor?”

By Bryce Sanders |November 26, 2012

3 min read

Industry

Firms not meeting KYC requirements: OSC

The OSC has released its 2012 annual summary report for dealers, advisors and fund managers.

By Staff |November 23, 2012

1 min read

Planning and Advice

Why partnerships make sense

To increase client assets and boost business, a growing number of advisors are opting for business structures similar to those used by accountants and lawyers: partnerships.

By Scot Blythe |November 23, 2012

6 min read

More boomers embracing technology

Canada’s boomers are finding their footing in the digital age. In fact, 89% rival younger Canadians (99%) in their levels of Internet access, finds Ipsos Reid. They’re even taking up new media and devices. “We are seeing online boomers becoming more comfortable as their adoption of new devices is trending upwards,” says Dave Pierzchala, senior […]

By Staff |November 20, 2012

1 min read

Your boss reads your instant messages

In most major scandals, compromising emails are used as one of the main, supporting sources of evidence. Investigators wrapping up the LIBOR scandal have gotten their hands on yet another type of proof, though; employees private instant messages.

3 min read

Practice

Help clients set realistic expectations

How to respond to criticism

Firms not meeting KYC requirements: OSC

Why partnerships make sense

9 ways to sell the unsellable

Secure your data

How to mentor young advisors

More boomers embracing technology

LinkedIn adds follow feature

Your boss reads your instant messages