Client engagement

Multibillion-dollar divorce is settled Fallback Image Decorative pattern

Planning and Advice

Multibillion-dollar divorce is settled

A feuding couple has reached the most expensive divorce settlement in history.

By Staff |October 21, 2015

1 min read

Offer to help overspending clients Fallback Image Decorative pattern

Industry

Offer to help overspending clients

Four in ten Canadians overspent during the summer, says survey, with 29% of that group significantly overshooting their budgets.

By Staff |October 16, 2015

2 min read

How to buy a colleague’s book Fallback Image Decorative pattern

Planning and Advice

How to buy a colleague’s book

How she got started Kristi Ames says she was destined to become an advisor. “I was thirteen when my mom started in the business, so there were always discussions about what clients go through.” So, after completing her business degree in 2005, she got her mutual fund and insurance licenses in 2006 and 2007, respectively. […]

October 9, 2015

4 min read

Are you a victim of these investing biases? Fallback Image Decorative pattern

Planning and Advice

Are you a victim of these investing biases?

Your clients’ own brains may be sabotaging their attempts to make rational investment decisions.

By Staff |October 7, 2015

1 min read