To those women in the investment industry wondering how they can get ahead, listen up: The glass ceiling is yours to break. So says Tamara Vrooman, president and CEO of Vancity and the keynote speaker at the Vancouver Investing in You conference. Addressing a roomful of successful women in British Columbia’s financial industry, Vrooman spoke […]
Total reported dollar losses associated with identity theft are rising annually in Canada, with the Canadian Anti-Fraud Centre recording a rather alarming 68% increase from $6.47 million in 2007 to $10.88 million in 2009. And an Ipsos-Reid poll conducted in May 2010 found 97% of Canadians have heard of identity theft and 60% believe it […]
A large percentage of women clients deliberately seek out women advisors when they’re looking for financial services. Results from our first-ever survey focusing on this demographic reveal 60% of the polled female advisors’ client base is made up of couples, while female clients, whether single, divorced or widowed, make up a full 25%. Considering female […]
An interesting thing happened when we started crunching the numbers from our 2008 Annual Dollars & Sense Survey. That survey, which delved deeply into client life stages, found a large percentage of older women clients (people who were widowed or had experienced late-life divorce) had chosen female advisors. Those numbers were corroborated by comments from […]
Going green is a concept for markets in the upswing of the economic cycle. Once we hit financial dire straits though, clean tech – like wind or solar power – goes the way of the dinosaur, or at least that’s a common perception. An informal poll conducted by Advisor.ca following the ‘Value Creation in Cleantech’ […]
Sometimes the best advice comes from our peers, so we visited the advisor.ca forums to see what’s going on in the trenches. What we found, among lively debates and reaction to the latest industry news, was a veritable gold mine of guidance on what to do — and not do — to build a more successful practice.
A cursory look at the technology industry’s performance over the last decade suggests the sector has been sucking wind since the tech bubble burst in 2000. Case in point: a glance at any run-of-the-mill Canadian equity fund reveals that – despite some bumps – ten-year returns are generally positive. Contrast that with the losses, sometimes […]
A cursory look at the technology industry’s performance over the last decade suggests the sector has been sucking wind since the tech bubble burst in 2000. Case in point: a glance at any run-of-the-mill Canadian equity fund reveals that – despite some bumps – ten-year returns are generally positive. Contrast that with the losses, sometimes […]
Immigrants have been a boon to those advisors with the language skills and cultural understanding to harness the market, but it’s a two-way street. Not surprisingly, a number of advisors step up to the plate every day to give back to their communities, donating their time and expertise to worthy charitable causes. Interestingly, they often […]
The old adage “sell in May, then go away” may be a mantra some investors live by, but don’t pack the kids up and head to the cottage for the next six weeks yet. For those who do their homework, there still may be some opportunities to make money, says David Andrews, director of Investment […]