Practice

Serving the web-savvy Fallback Image Decorative pattern

Planning and Advice

Serving the web-savvy

The impending transfer of wealth from baby boomers to the self-serve generation presents a potential hurdle for financial advisors in the near future. The Internet is rife with information about how to reduce costs on a portfolio by firing one’s advisor and doing it yourself with index funds or ETFs. And while that message might […]

By Preet Banerjee |October 1, 2008

6 min read

How to buy a book, step by step Fallback Image Decorative pattern

Planning and Advice

How to buy a book, step by step

(September 2008) Peter Gemmell, branch manager at Assante Wealth Management in Abbotsford, B.C., has purchased several books of business for the advisors who work in his branch, handling everything from cultivating relationships with likely sellers to negotiating the terms of the sale and the final price. The largest transaction he was involved with is a […]

By Alison MacAlpine |September 25, 2008

7 min read

Buy and hold Fallback Image Decorative pattern

Planning and Advice

Buy and hold

(September 2008) Have you dealt with clients who, riddled with bullish bravado, forced you to buy when the market spikes, and sell when the bear turns on them? Terrance Odean, professor of banking and finance at the University of California at Berkeley, says the best way to deal with such fidgety clients is to use […]

By Kanupriya Vashisht |September 24, 2008

3 min read

Practice Not Top Story – Communication Fallback Image Decorative pattern

Planning and Advice

Practice Not Top Story – Communication

testing a lot of test testing a lot of test again testing a lot of test once more testing a lot of test and finally

By David Carmichael |September 23, 2008

1 min read