Legal experts spar over need for ‘best interest’ rules
Legal experts at an OSC panel sparred, differing sharply on whether proposed ‘best interest’ guidelines for advisors were a legal necessity.
The five pillars of client referrals
Advisors can boost their client numbers with minimal effort by using the strategy of compounding referrals.
Millennials investing earlier, self-managing portfolios
Good news for advisors: millennials are investing at a much younger age than their parents and are accruing assets earlier. The bad news: they are also highly likely to manage their own portfolios.
So they say you're too old...
Do colleagues or managers say you’re too old? If there’s a grain of truth to it, here are six strategies you can use to shut them up and get ahead.
Taking clients to the greens? Here are some tips
For Peter Churchill-Smith, managing director of Newport Private Wealth, the gentleman's game is an essential tool for building strong client relationships. He offers some tips for entertaining, and landing, clients.
Bank puts all advisors on salary: other firms, advisors watch closely
Where will it all end? A major global bank is doing away with commissions as part of its advisor compensation, even where there is no regulatory impetus.
Should you pitch to prospective clients at tee time?
There's a lingering stereotype that being a successful advisor requires being a golf aficionado. That strategy is not the hole in one it used to be.
Networking your way to the top
Networking is a vital part of building up an advice business, but most advisors have been taught the wrong way to do it, according to strategist Julia Palmer.
Opinion: What is a good advisor?
Financial advisor coach Tony Vidler, debates what it means to be a good advisor, and how to demonstrate this to the public
Future bright for advisors who 'get it'
Advisors who are flexible enough to get into the very different head space of millennials are positioning themselves for real opportunity, a study suggests.