Planning and Advice

Planning and Advice

The importance of beneficiary designations

Litigation in the field of beneficiary designations is on the rise

By Daniel J. Dochylo |January 1, 2011

6 min read

Planning and Advice

Differences between male, female clients

While conducting the research that drove commentary at our Women’s Roundtable Discussion, our research team also gathered dozens of verbatim comments from women advisors that speak to the differences between male and female clients.

By Nancy Turner |January 1, 2011

3 min read

Planning and Advice

Engaging your clients more effectively

When investing, leave emotion at the door.

By Christopher Hope |January 1, 2011

8 min read

Industry

Beware of the new e-rules

Recent federal government regulations will allow banks and other financial institutions to do more business with customers online and electronically transmit documents currently mailed at hefty postage, printing, disposal and environmental costs.

By Richard E. Austin |January 1, 2011

3 min read

Leveraging your networks

The investment business is built heavily on relationships, and in such a business, the benefits of a professional network simply can’t be overstated. The value to clients of a one-stop shop is matched only by the benefits it brings to the advisors themselves —of specialized legal, financial or tax advice for their clients; of new […]

By Nancy Turner |December 24, 2010

3 min read

Blowing the whistle

Let’s set the scene: You’re at an industry gathering, the wine flowing freely, when another advisor boasts about getting his most conservative clients into a portfolio of emerging market equities. Or maybe you’re walking past your colleague’s open office door, on your way to a client meeting, when you overhear her placing an order you’re […]

8 min read

Dressing for success

For all the knowledge and savvy needed to climb the corporate ladder, it’s a hard truth that work ethic is often judged by attire. A woman could spend weeks preparing a top notch presentation for colleagues, but if her appearance is lacklustre – or even sloppy – it will degrade her work in others’ eyes.

By Kate Kennedy |December 23, 2010

3 min read

Best Practices: Building teams, growing your business

Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our columnist, Joanne Ferguson.

5 min read

Planning and Advice

The importance of beneficiary designations

Differences between male, female clients

Engaging your clients more effectively

Beware of the new e-rules

Disconnect on risk aversion

Leveraging your networks

Blowing the whistle

Dressing for success

Best Practices: Building teams, growing your business

Do better with debt in 2011