Stop the widow from walking
Engaging both spouses equally will help stop the client, who has lost a spouse, from walking out the door into the hands of the competition.
Industry Commentary: Go ahead, be yourself
The trick to moving your business forward is knowing exactly who you are and sharing that with others, explains leading advisor Craig Swistun.
Getting ahead of the ETF curve
Fee-only and transactional advisors go head-to-head over whether the ETF is poised to take over from the tried-and-true mutual fund.
Take time to tweet
WP shares some tips to improve your impact and engage prospective clients on Twitter.
International Wrap: News in Brief
WP brings you the latest finance headlines from around the world.
Advisor claims workload led to breakdown
Heavy workloads, including long hours and unrealistic performance expectations, seem to be taking their toll on wealth management professionals around the world.
Shake up on Bay Street
There's some movers and shakers changing the face of Toronto's financial district. It's a shift landlords on Bay Street may not be prepared for, say analysts.
National Bank Securities set for rebrand
Under a new name, the bank says it will be able to simplify its mutual fund offerings.
No one under 60 should give financial advice? That's just stupid, says advisor
A WP reader reacts to the controversial remarks from a renowned U.S. investment strategist, who believes no one under the age of 60 should provide retirement savings advice.
Becoming an expert on the exit plan
With an influx of business owners on the brink of retirement, financial advisors are well-positioned to swoop in and help them close up shop.