The auto-response email is a delicate art and often it's botched, says New York Magazine.
Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.
Should financial advisors hold an insurance license as a leg up?
Participants warned a fiduciary duty will raise compliance and insurance costs for advisors.
The CFA Institute has launched the Claritas Investment Certificate. The new education program provides a thorough understanding of how the investment industry works and represents a new international education and ethics standard across the financial services sector.
The skills that get senior executives to the top are the ones they want to see in their advisors. Here's what they’re looking for.
This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]
Canadian investors are questioning their advisors’ credentials and abilities, says Advocis.
The results of the 2012 Uniform Evaluation were released this morning.
Sun Life Financial recently expanded its services; the company teamed up with the Canadian Football League to offer financial planning aid to all players across the league’s eight teams. The main goal of the partnership is to provide athletes with financial support and help them prepare for their post-football years. Read: Living dangerously? Then insure […]