What’s a designation worth?
On Tuesday WP looked at how important the CFP certification is to an advisor’s practice but if one Toronto advisor had his way it could become even more valuable.
Placing a value on financial advisors
Everyone beats the drum on best practices, but what is the value in following those to the letter? If you ask one investment management company, it can add 3 per cent in net returns for the client.
Turning likes into leads
Compliance-obsessed advisors get nervous when discussing Twitter, let alone using it. But social media can - and should - be more beneficial than burdensome. Here are four key steps to success.
Loose lips sink ships in brokerage
One man’s well-meant intentions get his brother-in-law and another advisor tossed from their firm, providing more evidence why a fiduciary duty may be necessary.
Advisor ditches US firm only to return
When an advisor leaves a firm it’s usually permanent, but one Ottawa-area advisor’s change of heart proves you can indeed go home.
Looking to invest? Get your ducks in a row
Real estate investment offers a lucrative return for those who know how to play it smart – but getting started is the real trick, and those who try to go it alone soon find themselves in a minefield.
‘TFSA’ name leading Canadians astray
If one B.C. advisor had her way, the TFSA would get a name change – thereby solving one of the biggest problems facing this generally misunderstood retirement product.
Advisors continue to value CFP over all else
And why not considering it has become the best known financial planning certification in the marketplace.
Acquisition spurred by growth of insurer
A renewed business strategy and a new phase of growth made the decision to pull the trigger on the takeover of one insurer an easy one to make.
Top ballplayer blames advisor for $20m loss
Losing 10 per cent of his total earnings was bad enough, but when the hit came at the tail end of his career – and his divorce – it was devastating, alleges one NBA star.