Planning and Advice

Decorative pattern

Planning and Advice

High-net-worth mystery shoppers

Is your prospective client a gruff millionaire who makes stiff demands and is given to secretly scribbling copious notes? Watch out, he or she could be a mystery shopper trained to test your mettle—and merit—as an advisor. But wait, there’s no way you can call the bluff. UBS, the global financial services firm, has perfected […]

By Kanupriya Vashisht |March 1, 2010

7 min read

Decorative pattern

Planning and Advice

Big business needs extra care

Business owners account for a large percentage of high-net-worth clients. And advisors are in a unique position to help steer these exclusive clients to superior levels of success, says Jenifer Bartman, CA, CMC and founder and principal of Jenifer Bartman Business Advisory Services in St. Adolphe, MB. Most start-ups are, one way or another, family-run […]

By Philip Porado |March 1, 2010

5 min read

Decorative pattern

Planning and Advice

LaValley: Providing valuable retirement advice

Blog Polls Have your say in our forum . Not long ago, I was making a presentation on the role of a retirement advisor to a group of financial planners. In my audience were advisors with a wide range of academic credentials and experience. Our discussion focused on what a retirement advisor was supposed to […]

By Barry LaValley |February 25, 2010

6 min read

Decorative pattern

Planning and Advice

Garth, you don’t impress me much

A few weeks ago a client of mine asked me what I thought of Garth Turner. The truth is, I’m not sure I have much of an opinion. I’ve read some of his work before – a column here or a blog post there – but I’ve never delved into what he’s all about. So, […]

|February 22, 2010

4 min read

Decorative pattern

Planning and Advice

Bulloch: The impact of retirement

In some succession planning discussions I’ve had with advisors, I’ve heard the comment “Maybe I should sell my practice and just retire!” To that I always respond, “So, you really want to stop working?” “Well, no, not really! I’d just like to have more time to enjoy my life while remaining in the business,” is […]

By Allan Bulloch |February 22, 2010

3 min read

Decorative pattern

Planning and Advice

P.M. market data for February 19, 2010

North American markets Back to Top Close Change YTD Dow Jones 10,402.35 +9.45 or +0.09% -0.25% S&P 500 1,109.17 +2.42 or +0.22% -0.53% NASDAQ 2,243.87 +2.16 or +0.10% -1.11% TSX Composite 11,709.29 +14.45 or +0.12% -0.31% International markets Back to Top Close Change YTD Nikkei 10,123.58 -212.11 or -2.05% -4.01% Hang Seng 19,894.02 -528.13 or […]

By Staff |February 19, 2010

1 min read

Decorative pattern

Planning and Advice

De Goey: Don’t be a SCREWUP

It seems all stakeholders want to go on record in favour of the principle of disclosure. Of course, many of those same interests will often obstruct meaningful progress on the grounds that the disclosure reforms being suggested are too cumbersome. Full, true and plain disclosure is hard to agree on in tangible terms, it seems. […]

By John J. De Goey |February 10, 2010

3 min read

Decorative pattern

Planning and Advice

Succeeding your business

It’s rare for advisors to have a written succession plan, which is strange because advisors who work with business owners generally take a hand with helping those clients put their plans in place. I have a few theories about why it seems harder for advisors to develop their own succession plans. First, the idea of […]

By Sandra Foster |February 1, 2010

6 min read

Decorative pattern

Planning and Advice

Evolution of the family office

Technology, complexity and personalization are three common themes of modern life. With the advent of the multi-family office and virtual-family office, wealthy families can benefit from these trends. The multi-family office (MFO) or virtual-family office (VFO) offers personalized asset management that mitigates against complexity and uses the latest technologies—without incurring the expense of a traditional […]

By Mariellen Ward |February 1, 2010

8 min read

Decorative pattern

Planning and Advice

Building your business

Building a business is a bit like working a jigsaw puzzle. Before you spread out all the pieces, you need to look at the big picture on the box. Then you separate the edge pieces – build the structure first – and categorize all the other pieces by shape, size and colour. After considerable trial […]

By Kanupriya Vashisht |February 1, 2010

12 min read

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