Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Melissa Shin is Editorial Director of Advisor’s Edge. Read her biography here and email her at mshin@newcom.ca.
Shopaholic. Clueless. Princess. That’s how personal-finance books describe women.
You want to sell. But can a buyer pay what your book’s worth?
Despite its austerity, this budget was a huge boon for disabled clients.
Mark Farris an equity owner investment advisor discusses the costs of doing business
Three advisors and an industry expert share advice for tracking the bottom line.
A bank advisor explains the costs of a bank-owned brokerage
Cynthia Kett of Stewart and Kett, Toronto breaks down the costs of doing business as a professional services firm
Rod Tyler, CFP, RFP, CLU, Fellow of FPSC Owner, Tyler and Associates, Regina Book size $110 million; 400 households. Model Grid system, which provides full services from dealer. The dealer takes at most 20%. It costs more than desk fees, but the services are worth it. Compensation Fees based on a sliding-scale percentage of AUM. […]
Relying solely on risk-tolerance questionnaires to assess clients is wrong, Tom Idzorek of Morningstar told the New York Consultants Conference, hosted by the Investment Management Consultants Association (IMCA) earlier this week.
We sat down with The Money Finder, Stephanie Holmes-Winton, to find out which demographic she's most concerned about, the biggest mistake advisors make when trying to help clients, and what we all have in common with pigs.