Practice

Tech every advisor needs – Part 3 Fallback Image Decorative pattern

Planning and Advice

Tech every advisor needs – Part 3

Advisors love their technology so in the final article of our three part series, we’ll share 3 more pieces of technology that help us service our clients.

By Mathieu Paradis |December 10, 2010

4 min read

‘Top Fund Manager’ shares secrets Fallback Image Decorative pattern

Industry

‘Top Fund Manager’ shares secrets

Jim Hall, the winner of the Morningstar Equity Fund Manager of the Year award at the Canadian Investment Awards, says a simple Mawer billboard slogan pretty much sums up his success in and approach to the advisor business.

By Neil Faba |December 3, 2010

5 min read

Reining clients in Fallback Image Decorative pattern

Planning and Advice

Reining clients in

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor.

By Bryan Borzykowski |December 1, 2010

8 min read

Divorcing clients need special care Fallback Image Decorative pattern

Planning and Advice

Divorcing clients need special care

According to a report by Statistics Canada in 2008, just over one-third of all marriages in Canada ended in divorce, with 71,269 finalized in 2005 alone.

By Glenda Baker |December 1, 2010

6 min read