As he approaches three decades in the advisory business, Scott Totten, CIBC Wood Gundy’s first vice president, is clear about where the best investment opportunities lie in the years to come
Presentation skills and the art of persuasion
If you want to make a compelling case to a client or business associate and persuade them to do what you’re asking, it’s vital to hone your communication skills and use them to support your case.
The new standard bearer
As chair of the CFA Institute’s board of governors, Beth Hamilton-Keen is seeking a higher level of professional competency and ethics for the industry
Social Media 2.0?
We’re all familiar with Facebook, LinkedIn and Twitter. But, asks Maggie Crowley, where does social media go from here?
Advisors can’t ignore real assets
A growing need for resource stability is pushing real assets into the spotlight
7 Deadly sins of business marketing
These are the cardinal sins that all business owners commit when it comes to marketing. Take heed or repent at leisure!
Who’s right about the economy?
Contrasting growth forecasts from the Bank of Canada and the IMF reflect a general divergence of opinion on the right path forward
Diversity is key to long-term success
It’s not only important to diversify your business, writes Eddie Besaw, but also to hire a wide range of employees
Management's most common firing mistakes
Getting a termination wrong can seriously damage employee relations, have a lasting impact on staff morale and causing significant legal risk
Are robo-advisors about to replace us all?
Automation is taking away jobs everywhere – will investment advisors be the next target?