What happens if Greece defaults?
According to a leaked document from the International Monetary Fund (IMF) that has been viewed...
Top Reasons Clients Leave Advisors
When it comes to why a client chooses to establish or end a relationship with...
How Financial Advisors Demonstrate Exceptional Value to Clients
One of the highest priorities for financial advisors is ensuring that their clients receive sufficient...
US Crude Oil Storage Capacity Scarce With Higher Production
The US Energy Information Administration, in its weekly report on inventory levels of crude and...
Client Entertainment Ideas for Financial Advisors
It can often be quite challenging to create unique ideas for entertaining clients that won’t...
Narendra Modi Visits Canada to Solidify Bilateral Relationship
Indian Prime Minister Narendra Modi visited Canada April 14-16 to discuss and agree on initiatives...
Volcker Rule Provides Some Reprieve to Canadian Banks
On December 10, 2013, five financial regulatory agencies approved the implementation of the Volcker Rule,...
Three Productivity Apps for Financial Advisors
In order to ensure that financial advisors spend time doing what is important during the...
The Rise of the Software Economy
In 2011, Marc Andreessen famously quipped, “software is eating the world.” Andreessen could have been...
Can Google and Apple Continue to Pull out Innovative Surprises for Investors?
In the fast-moving world of technology investing, it doesn’t get any bigger than the two...