US financial gurus tap Eastern mysticism for wealth mgmt tips
A new breed of financial advisors have been sweeping the States, taking yoga and meditation out of the ashram and putting them into financial strategies.
Are your clients' pensions in the 'Danger Zone?'
If your clients expect to partly rely on a defined benefit pension, they may want to set aside a little more of their own money. Many of Canada's top corporations have dangerously underfunded plans; find out which are worst.
Snobby advisors may be right
If advisors want to boost their books and increase productivity they should focus on bigger clients and throw back the small fry, according to a new report.
How to attract more women ... clients
Women account for a full third of Canada’s high-net-worth individuals and are increasingly the prime earners and money managers in households. Susan Misner, a 20-year industry veteran, has tips for advisors looking to better serve this client base.
Forget patriotism! Time to take clients outside Canada?
A new poll identifying investors as particularly bullish on Canadian investments suggests it could be time to steer clients outside the country, say some independent-minded advisors.
New Canadians emerge as affluent but demanding market
New and recent immigrants are the fastest growing segment of this country's affluent, presenting an opportunity for advisors. But those seeking to win them over, may need to up their game and find areas of specialization.
Business etiquette: 10 golden rules
Have you ever been in a business situation and witnessed an event that was so cringe-worthy, it left you saying "really?"
Just do it like Nike
A logo is probably the most visible – and versatile – branding tool there is. Senior vice president of myPay Solutions at Thomson Reuters Tax & Accounting, Jack LaRue explains how you can make the most of yours:
Opinion: Bonuses reduce employee productivity. Huh?
Do you hand out bonuses, or strive to earn one yourself? This sort of motivation could be hindering your planning firm’s success. Managing director and CEO of MarkTwo Consulting, Mark Oliver, explains why:
Advisor laments the cost of keeping up appearances
Advisors want to project success, but are the accoutrements worth the investment? One advisor talks about restraining personal spending and what really impresses clients (hint: it's not an expensive car).