Client book

Estate Planning

Getting the best price for your book

How valuation works, and how to negotiate

By Doug Carroll |June 24, 2016

5 min read

Planning and Advice

How U.S. advisors use texting to drum up business

American advisors are using text messages to convert prospects and to strengthen their ties with existing clients.

By Staff |May 27, 2016

1 min read

Industry

What your peers forecast for the advice industry

Financial advisors foresee more regulatory changes and technology

By Staff |May 25, 2016

2 min read

Planning and Advice

Finding the right buyer for your book

This article is part of a series

By Doug Carroll |May 13, 2016

4 min read

Industry

This firm beats RBC’s AUA per advisor

We've updated the rankings.

By Staff |May 9, 2016

1 min read

Planning and Advice

Let clients book their own meetings

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]

By Kevin Cork |May 6, 2016

3 min read

Industry

Client confidential: Donald Richardson

Occupation retired City Toronto, Ont. Age 84 I’ve been investing for: 55 years Investable assets: more than $4 million How long I’ve had an advisor: on my own for 40 years Stocks and bonding In the 1940s, when I was a teen, my father would write a list of his investments and their daily performance. […]

May 6, 2016

3 min read