Practice

Canadian couples avoiding insurance talk Fallback Image Decorative pattern

Industry

Canadian couples avoiding insurance talk

When it comes to communication skills, women are often considered innately advantaged. Except when the subject of discussion is life insurance. According to a TD Insurance poll, it’s men who are driving the conversation about insurance on the rare occasions that it is broached. Aptly titled Look Who’s Talking, the poll revealed discussing life insurance […]

By Vikram Barhat |June 13, 2011

2 min read

Asset class costs factor into planning Fallback Image Decorative pattern

Planning and Advice

Asset class costs factor into planning

Many advisors shoulder the responsibility of supervising financial independence planning for their clients. What I’m curious about is whether or not they take cost or the method of payment into consideration when doing those projections.

By John J. De Goey |June 10, 2011

3 min read

Measuring your social media influence Fallback Image Decorative pattern

Planning and Advice

Measuring your social media influence

As an advisor and consultant, I'm in the business of influencing people. I try to influence the decisions my clients make and I try to influence prospective clients to work with me. I also use my influence in professional settings to articulate compelling strategies and win recommendations - and referrals - from other professionals.

By Jay Palter |June 10, 2011

4 min read

Fiduciary versus suitability standard Fiduciary versus suitability standard

Industry

Fiduciary versus suitability standard

Some debates can only occur behind closed doors. It’s hard to imagine discussing the merits and faults of a system that would ensure client interests are put first, in front of clients.

By Staff |June 8, 2011

4 min read