Practice

Don’t let clients claim legal losses late

Some of the more mundane aspects of the law revolve around time: the calculation of notice periods; the periods in which court documents must be served and filed; the number of days before a trial that expert reports must be filed.

By Daniel Dochylo |April 1, 2012

5 min read

Planning and Advice

Budget 2012: A client letter

Show clients you're proactive by sending them this customizable letter about the Federal Budget.

By Staff |March 30, 2012

2 min read

Life

Software saves time, client’s premiums

Most advisors tend to focus on the part of the book that generates the most revenue. In doing so, they often fail to take advantage of opportunities elsewhere.

By Vikram Barhat |March 29, 2012

2 min read

Planning and Advice

Trust in financial industry declines: survey

It probably comes as no surprise that the financial crisis triggered by the collapse of Lehman Brothers and AIG led to a collapse of consumer trust in the financial industry as well.

March 29, 2012

2 min read

Compliance, social media can co-exist

When a whole 45-minute session at a compliance conference is committed to the use of social media in the financial services industry, it’s a sign that saying “no” to social media is no longer an option for advisory firms.

3 min read

Emotional nuances can impact investments

New findings in the burgeoning field of Neuroeconomics confirm emotions play a huge role in how people invest. Advisors look for extreme highs and lows in clients’ lives, studies suggest more subtle everyday emotions can also impact investment decisions.

3 min read

Now there’s an app to track your app

Kids’ financial literacy? There’s an app for that. Want to trade equities on the fly, there’s an app for that, too. Signing up for an RESP? Check. It was only a matter of time insurance industry got one of their own.

1 min read

Practice

Don’t let clients claim legal losses late

Budget 2012: A client letter

Software saves time, client’s premiums

Trust in financial industry declines: survey

Compliance, social media can co-exist

Emotional nuances can impact investments

Now there’s an app to track your app

More companies recruit with social media

Sales focus will cost you clients

Market your practice like Apple