Client engagement

Economic Indicators

Young Canadians are financially fit

Canadian youth will start on firmer financial footing than their baby boomer parents, says BMO.

By Staff |May 15, 2014

1 min read

Industry

6 ways to improve your services

Too many advisors focus on returns and revenue.

May 14, 2014

3 min read

Planning and Advice

Ask clients to up AUM

You’ve been doing a great job. Clients are happy. How do you make the case for more assets?

By Bryce Sanders |May 14, 2014

3 min read

Planning and Advice

The ABCs of cash flow planning: S is for Symbiotic

Each week, we look at the ABCs of cash flow management.

|May 12, 2014

2 min read

Industry

Don’t assume clients are financially literate

Global financial illiteracy rates are high, reports the Atlantic.

By Staff |May 12, 2014

1 min read

Industry

Tax management is critical to your practice

Tax-managing strategies are important to clients, say 77% of advisors surveyed by Russell Investments.

By Staff |May 12, 2014

1 min read

Economic Indicators

5 investment tips from Shakespeare

Although Shakespeare isn’t well known for his keen financial prowess, many of his plays offer investment advice, reports CNNMoney.

By Staff |May 12, 2014

1 min read

Economic Indicators

What do moms want for Mother’s Day?

Mothers often worry about being able to afford retirement, as well as fund their children’s education.

By Staff |May 9, 2014

1 min read

Planning and Advice

How to properly wine and dine clients

Wealthy professionals are used to doing business over a good meal. But when you want to show your appreciation, dazzle with a chef’s table and wine tasting. Even if Gordon Ramsay isn’t in your Rolodex, a night of culinary creativity is within reach.

By Jessica Bruno |May 9, 2014

5 min read

Planning and Advice

Gifts that’ll pamper

A manicure-pedicure seems like a good choice to pamper clients. But if you buy one for all your clients, it’ll cost you. A basic mani-pedi in Victoria, B.C. at Rachael D’s Nails averages $90. In Regina, Sask. at Just For You Day Spa, you’ll pay $105. And in Ottawa, a mani-pedi at Warren Chase Urban Retreat for Men costs $105. So mani-pedis for 100 clients will cost you from $9,000 to $10,500, and you probably won’t be remembered for it.

By Lisa MacColl |May 9, 2014

2 min read

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