The taming of the client
Advisors tell WP their thoughts on how to handle the emotionally-driven client drawn towards irrational decisions that could lead to irreversible investment losses.
Lessons from an MLB player?
Thinking of opening up your book to pro-athletes? This rookie 'baseballer' has lots to say when it comes to financial planning. So much so, you, the advisors, may even be impressed.
International Wrap: News in Brief
WP brings you the latest headlines from around the world.
Time IS money, says leading industry association
Advisors are falling short when it comes to time management, losing out on key book-building and revenue-generating opportunities.
Falling loonie isn't fazing independent advisors: Survey
Small businesses - particularly those in the finance sector - are feeling unscathed by the fluctuating loonie, according to a new national survey.
Oil-spill responder charged with insider trading
BP crisis manager has agreed to pay more than US$200,000 for alleged insider trading after receiving confidential information about the damage incurred by the 2010 Deepwater Horizon oil spill in the Gulf of Mexico.
Out with redundancy; in with literacy
As Canadians overspend and under-save, Canada's first Leader of Financial Literacy has her work cut out for her spreading the 'how-tos' of financial planning across the country. Will she be able to get the job done? One advisor shares his point of view.
Merge with an accountant; grow your book
Financial planners who merge their practices with accountants are ahead of the game, says one industry professional. It's a growing trend and ideal opportunity to grow your business the collaborative way.
Weekly Wrap: The Regulator Beat
The latest developments on industry regulation from across the country.
Arrest made in CRA 'Heartbleed' case: Police
A man has been charged in connection with the theft of 900 social insurance numbers from the CRA website, the RCMP reported Wednesday.