Client engagement

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Help clients invest like the top 1%

Wealthy investors may have more money, but that doesn’t mean they use vastly different investment strategies than your other clients.

By Wire services |September 21, 2012

1 min read

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Fixed-income opportunities for clients

With some Canadian government bonds currently yielding less than inflation, investors are facing negative real returns. But, there are some areas of fixed income worth exploring.

By Alexander Schwiersch |September 21, 2012

2 min read

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Do your clients make these mistakes?

Even when markets are good, investor emotions can overtake the best-laid investment plans, says Franklin Templeton. So, keep tabs on your clients' behavioural ticks to protect their wealth.

By Staff |September 19, 2012

2 min read

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Planning and Advice

3 strategies of great delegators

We’ve all heard about advisors who take extended vacations while still managing to have a successful practice. How? They’re great delegators.

By Keith Pangretitsch |September 17, 2012

2 min read

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Regulators to change venture issuer rules

The CSA has published revamped proposed changes to National Instrument 51-103, which regards governance and disclosure requirements for venture issuers.

By Staff |September 13, 2012

2 min read

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RBC debuts SEC-approved covered bonds

Investors have gained a new place to park their cash; RBC is issuing the first-ever publicly traded, U.S. dollar covered bonds.

By Wire services |September 13, 2012

1 min read

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How to evaluate corporate equities

There is a strong link between a company’s corporate earnings and its stock. Gary Lisenbee says solid company growth produces positive equity prices over the long term.

September 13, 2012

2 min read

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Private businesses predict 4% growth this year

The majority (77%) of privately held companies predict business will improve over the next year, despite poor economic performance worldwide.

By Staff |September 12, 2012

2 min read

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Market Insights

Set realistic return expectations

I often ask prospects what levels of return they want. This is a simple test to see if they have achievable expectations.

By Jason M. Pereira |September 11, 2012

3 min read

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BMO InvestorLine launches online advice centre

BMO InvestorLine has now launched AdviceDirect in Canada, a service providing advice to online investors.

By Staff |September 10, 2012

1 min read

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