Practice

CE Course: Compendium of Sustainable Withdrawal Rates, Part 2

Earn CE credits “Compendium of sustainable withdrawal rates, part 2” is eligible for CE credits, see Accreditation details for more information Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable […]

September 24, 2014

9 min read

Is BlackBerry making a comeback?

Company shares have climbed 68% since John Chen took over as CEO last November.

September 23, 2014

1 min read

Adding some alternatives

Looking for stable, low volatility investments? Then consider buying alternative assets.

By Bryan Borzykowski |September 23, 2014

4 min read

Why to search for new clients

If the number of households that use advisors rose by 10%, Canada’s real GDP could climb.

By Staff |September 22, 2014

1 min read