Industry

Briefly: “S&P launches MegaCap index” and more news

Standard & Poor’s launched its new S&P/TSX MegaCap Index Monday, a large-cap index that highlights the 25 largest, most liquid stocks on the Toronto Stock Exchange. “The index covers over 50% of the market-cap of Canadian listed equities, providing investors with a gauge to measure the performance of this segment of the market,” said Sid […]

By Staff |September 27, 2010

3 min read

Selling across the generations

American journalist and author Sydney J. Harris said it best. “The two words ‘information’ and ‘communication’ are often used interchangeably, but they signify quite different things. Information is giving out; communication is getting through.” To connect with any client you must understand them as people and pinpoint what’s important to them. Although much time and […]

By John Powell |September 24, 2010

5 min read

Preston Manning to advisors: No substitute for integrity

BANFF – Financial advisors need to plant their feet on rock-solid ethical standards and avoid the slippery slope of moral relativism or suffer the consequences of lost client trust, this according to the founder, former leader of the Reform Party of Canada, Preston Manning. The good news is, the financial services industry is already ahead […]

By Steven Lamb |September 24, 2010

3 min read

IAFP Symposium: Blended families complicate planning

BANFF – The financial services industry is rife with legal pitfalls stemming from potential conflicts of interest, but not all of these involve the interests of the advisor. There is a very real possibility the conflict you face could be between two clients, as a marriage falls apart. The good news is that there is […]

By Steven Lamb |September 24, 2010

3 min read