Every investor’s risk tolerance seems to drop in winter and people who are prone to seasonal disorders experience a much bigger drop.
Many advisors cut rates for households with more than $2 million in investable assets. Here’s why you should, too
The turn of the 21st century was a time of opportunity for boutique advisory firms
While conducting the research that drove commentary at our Women’s Roundtable Discussion, our research team also gathered dozens of verbatim comments from women advisors that speak to the differences between male and female clients.
The nine-month upward trend on global the stock markets may have dominated business headlines in late 2009, the growth since March has yet to erase the losses of 2008 for most equity-focused mutual funds, according to data from Morningstar Canada. Returns for 2009 were positive for almost all of the equity or balanced fund indices […]
With increasingly fewer exceptions, professionals are expected to earn a four-year university degree from a program accredited to educate people entering the field. And, in the cases of law and medicine, barriers to entry are even higher. Society applauds such rigorous requirements because they prevent people who aren’t serious about cultivating key skill sets from […]
I’ve been doing retirement planning for the last 25 years. I started off as an insurance agent and am old enough to remember when there was no such thing as a retirement industry. In 1985, specializing in retirement planning and all the issues related to seniors was decidedly un-sexy. In fact, some of the people […]
One of the questions advisors will be asking themselves more and more as they move towards complete transparency of fees is…How do I justify my fees to clients? The answer is simple. Below are six easy tips you can use when this sometimes uncomfortable but necessary conversation arises. Show them the money – Full, upfront […]
Latté or buzz juice? Health drink or tea? A client’s choice speaks volumes about the generational landscape.
Buying a practice or a book of business isn’t as simple as signing on the dotted line. If you want to make sure you’re getting the right deal, it’s mandatory that you conduct due diligence. But what exactly is due diligence and why does it need to be performed?