Planning and Advice

A “fee” for non-advice Fallback Image Decorative pattern

Planning and Advice

A “fee” for non-advice

Here’s an idea for some intrepid entrepreneur: beat the consumer-ignoring Canadian regulatory system at its own game. When Melanie Aitken and her people at the Competition Bureau are through with real estate agents and their monopolized access to MLS, they could do something similar regarding mutual funds. The way things are structured now, most discount […]

By John J. De Goey |June 3, 2010

3 min read

The profitability of business ethics Fallback Image Decorative pattern

Planning and Advice

The profitability of business ethics

While many proponents of business ethics claim they are good for business, critics remain skeptical and demand to statistical data to substantiate such claims. Today’s consumer-based free market economy necessitates a quantifiable economic value be placed on goods and services in order that the efficient utilization of resources results in the creation of wealth. The […]

By R.D. Bresnahan |May 27, 2010

4 min read

Succession planning: Securing your future Fallback Image Decorative pattern

Planning and Advice

Succession planning: Securing your future

With the average age of a financial advisor in Canada being 54, many advisors are considering semi-retirement and starting to plan for succession. Time and time again, what they are lacking though are the different compensation strategies they can employ. Succession plans can vary with advisors depending on their product focus, length of time in […]

By Julia Chapman |May 25, 2010

4 min read

De Goey: Cobalts and Geos Fallback Image Decorative pattern

Planning and Advice

De Goey: Cobalts and Geos

Marketing is so pervasive these days that it is often hard to distinguish between truth and the self-serving positioning. The financial services industry has long played a tacit game regarding costs, where product manufacturers and distributors downplay the importance of cost in order to maximize revenues. The inescapable truth is the more a product or […]

By John J. De Goey |May 12, 2010

3 min read