Practice

CIFPs pre-releases best practices manual Fallback Image Decorative pattern

Planning and Advice

CIFPs pre-releases best practices manual

(June 2005) The Canadian Institute for Financial Planners (CIFPs) has used its national convention to unveil its Financial Planners Practice Guide, a 400-plus page best practices manual aimed at keeping its members in compliance with the standards set out by the Financial Planners Standards Council (FPSC). "We’ve tried with this initial version to cover all […]

By Steven Lamb |June 28, 2005

3 min read

CE support: 15 ways to earn continuing education credits this year Fallback Image Decorative pattern

Planning and Advice

CE support: 15 ways to earn continuing education credits this year

Editor’s note: This article is from 2005. Visit CECorner.ca for the latest continuing education credits from Advisor’s Edge. If you have a designation or belong to an industry association chances are you’re required to earn a number of continuing education credits. If you haven’t already met your CE requirements for this year there is no […]

By Staff |June 28, 2005

4 min read

How to generate referrals: Six proven tactics Fallback Image Decorative pattern

Planning and Advice

How to generate referrals: Six proven tactics

(June 2005) Referrals are the lifeblood of the successful financial practice. A steady stream of referrals is an indicator of success and client satisfaction. On the other hand, sporadic referrals are an indicator of business stagnation, and sometimes even contraction. Securing a steady stream of referrals must be a top priority. But how do you […]

By Jeff Thorsteinson |June 23, 2005

3 min read

What’s in store for computer storage & peripheral stocks? Fallback Image Decorative pattern

Planning and Advice

What’s in store for computer storage & peripheral stocks?

There’s no other way to say it – and we know we’ll sound like Paris Hilton in making this statement – but computer storage & peripheral stocks are so hot. There, we said it. It’s true, though. In 2004, this sub-sector easily outpaced broader markets. And so far, it looks like 2005 will be a […]

By Staff |June 22, 2005

2 min read