In this digital age, a new type of financial advisor has emerged which may have tremendous implications for the financial advisory landscape. What is a robo advisor? A robo advisor[...]
When it comes to why a client chooses to establish or end a relationship with a financial advisor, the ultimate reason is bottom-line performance. The goal of investing is to make [...]
HSBC’s latest worldwide survey on retirement asserted that Canadians are the least likely to support their children financially, and are the most likely to spend their accumulated [...]
#1 Make One This may sound quite trivial but the first resolution is simply to make one. If you’re wondering why you are in a bad financial situation going into 2015, it is because[...]
So called “Grey Divorce” isn’t that rare anymore. In 2013, approx. 60,000 couples divorced in Canada. One quarter of those divorces were in their 50’s and 60’s. Grey divorce can me[...]
In the fast-paced world that we live in today, time is of utmost importance. Getting more done in less time can only be accomplished when we stay focused enough to be productive. T[...]
Acting on concerns of constituents and gaps in current financial advisory oversight, the Sudbury MPP is considering legislation to bring financial advisors under a consolidated set[...]
By Ron Tsang How many of you showcase your expertise as an advisor and attract new clients through public speaking? One of the most efficient lead generation activities is speaking[...]
Dear Graduate, Congratulations on receiving your degree! This is a testament to the commitment, determination, and hard work you put into your education.  If you are fortunate enou[...]
What are the secrets of how to effectively get and keep clients? What are the elements that keep the client relationship fresh and interesting? How can you maximize the efforts use[...]