Advisor

Friday Funnies: Paper training Fallback Image Decorative pattern

Industry

Friday Funnies: Paper training

In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend.

By Philip Porado |August 3, 2012

1 min read

Friday Funnies: Mutual fun returns Fallback Image Decorative pattern

Industry

Friday Funnies: Mutual fun returns

In 2009, we asked advisors to share their funniest tales in hopes of bringing some levity to the dark days of the financial crisis. We’re bringing them back on Fridays so you’ll get a few laughs going into the weekend.

By Philip Porado |July 27, 2012

1 min read

Advisor wins gold in Ultimate Frisbee Fallback Image Decorative pattern

Industry

Advisor wins gold in Ultimate Frisbee

The Olympics haven't started, but Canada's already won gold. Dave Pettenuzzo, a Victoria, B.C.-based advisor with National Bank, was among the Canadians who placed first in the 2012 World Ultimate and Guts Championship, held in Japan July 7 to 14.

By Melissa Shin |July 23, 2012

1 min read

How to spot high potential clients Fallback Image Decorative pattern

Planning and Advice

How to spot high potential clients

Some advisors take on young clients in hopes the relationship will eventually reap rewards. They also frequently target specific professions—on the assumption the high-earning jobs will mean big portfolios later. That’s not always the best strategy.

By Caroline Hanna |June 11, 2012

3 min read