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[...]
One of the highest priorities for financial advisors is ensuring that their clients receive sufficient benefit from the advisory service. Below are several suggestions that will he[...]
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 [...]
A new trend among those who earn relatively good and stable income has emerged, as many Canadians are borrowing more for the purchase of vehicles. Car loan amortization periods of [...]
The children have finally moved out, and although you miss having them around, you also enjoy the element of tranquillity that comes with the empty nest. There’s plenty of ti[...]
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[...]
The old song says, “Love is lovelier the second time around,” and that may be true. The life lessons that help make a second marriage successful, however, may also cause challenges[...]
In June 2013, the U.S. Equal Pay Act celebrated its 50th anniversary. Since the women’s movement of the 1960’s, American women have gained ground in the workplace for compensation [...]
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[...]
CHRONICLE – BUSINESS STRATEGY By Sara Gilbert  An advisor’s business practice is literally an SME, with some tasks proving more time-consuming. A  Lean Kaizen approach allows[...]