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.
The foundation of any financial plan is risk management, but Teresi finds life and health insurance tend to dominate conversations on the topic
While busy discretionary clients may only want face-to-face meetings once a year, Franz calls clients at least quarterly to update them on portfolio performance, and other times to simply ask how a vacation went.
Adena Franz's phones were silent on June 2. "Sino-Forest blew up, and we didn't get one call," recalls the Montreal-based advisor. And despite having the beleaguered stock in her clients' portfolios, they won't hear about the hit until their annual reviews.
A BMO study finds the financial industry is not doing a good job of serving and educating women clients.
No surprise: clients aren’t feeling bullish. From May 2002 to May 2011, investors pulled $29 billion from Canadian equity funds, according to Investor Economics.
This business needs your help to fill the shoes of retiring advisors. And with women comprising only 20% of the advisor population, how can we ensure part of the future is female?
Margaret E. Franklin, CFA, is Immediate Past Chair, CFA Institute Board of Governors. She is also president and CEO of Kinsale Private Wealth Inc. Previously, she was a partner for eight years at KJ Harrison & Partners. Before transitioning to the private client side of the business, she spent more than a decade in institutional […]
Mark Yamada is president of PUR Investing. He has dedicated more than 30 years to professional money management. Yamada developed the first web-based investment management system using exchange-traded funds and launched the service in Canada. PUR Investing Inc. is a software development firm registered as a portfolio manager that combines technology with investment expertise. Yamada […]
Since 1997, Tuula Jalasjaa has worked with the Scotiabank Group in banking and investment. She is currently Managing Director and Head of Investment Management Distribution at Scotia Private Client Group. Scotiabank saw an increase in women in senior management (vice-president and above) from 18.9% in 2003 to 31% in 2006. The proportion is now 32.3%. […]
Barry McNicol knew within ten minutes of meeting Paige Maclean that he wanted her on his team. Within one week of employing her, he knew she was good enough to take over the business. “I hate wasting time,” McNicol laughs. The Macquarie advisor, thinking in 2001 about retirement, realized he needed to find a successor. […]