Practice

Industry

Advisor Audio: Video strategies that work

Listen and learn. Managing Editor, Melissa Shin spoke to Chris Allen, the founder of Investius.

By Staff |October 20, 2011

1 min read

Industry

Business owners ignoring succession planning

Canadian business owners are not preparing for the future.

By John Powell |October 19, 2011

3 min read

Industry

Wealth industry slow to embrace social media

The wealth management industry has been slower than most in picking up on the value of collaborative spaces and participatory tools.

By Staff |October 18, 2011

1 min read

Planning and Advice

Best Practices: Should you stay or should you go?

Showing clients that you continue to expand and enhance your knowledge is always a good thing. Your continuing education allows clients to know you are keeping current within the industry.

By Joanne Ferguson |October 17, 2011

5 min read

Double whammy when women become widowed

At 68, Nancy is a recent widow and a reluctant inductee to the family finance hall of fame, a realm previously relegated to her deceased husband. She is just one of many women finding themselves dealing with the twin despair of losing a spouse and being unpleasantly surprised with the burden of financial planning. It […]

By May Jeong |October 14, 2011

3 min read

Explaining tactical allocation

Should investors chisel their portfolios onto granite and wait them out for the long haul, regardless of what happens in the markets on a monthly, quarterly or yearly basis? Or should money managers take a more flexible approach to the way they slice up their clients’ asset class percentages? Two top portfolio managers answer this question by explaining the difference between strategic and tactical asset allocation, and how and when to employ the latter.

7 min read

“Rogue” trading exposes poor management

The importance of developing a risk management culture and infrastructure in today’s complex markets cannot be overstated. UBS Bank found it the hard way, on the back of a $2 billion-plus loss, but put the spotlight on the importance of managing a complex trading operation, and the need for developing a robust risk management system.

By Vikram Barhat |October 5, 2011

3 min read

Social media strengthens banking business

While community banks have come a long way technologically since George Bailey rubbed Mama Dollar and Papa Dollar together to make baby dollars, that same community spirit is at the heart of today’s community banks. Only now, in addition to the bank lobby, the community more often congregates online via social media to share everything from recipes to mortgage rates.

By Staff |October 4, 2011

1 min read

Practice

Advisor Audio: Video strategies that work

Business owners ignoring succession planning

Wealth industry slow to embrace social media

Best Practices: Should you stay or should you go?

Double whammy when women become widowed

Explaining tactical allocation

Recession proof your practice: Part Two

“Rogue” trading exposes poor management

Social media strengthens banking business

Ranking your Twitter followers