Practice

What clients aren’t telling you

Investors have strong opinions about how advisors should be kept accountable.

By Staff |March 19, 2013

1 min read

Desjardins offers mobile retirement hub

More customers are depending on their smartphones, so Desjardins Insurance is offering a solution.

By Staff |March 18, 2013

1 min read

Applying OAS for rich clients

Tax implications of pension plan are still relevant for the rich.

By Maureen Glenn |March 18, 2013

5 min read

Prevent competitors from scooping your clients

You’re meeting a prospect over coffee and presenting compelling reasons she should leave her advisor and transfer her account to you. In the next booth your competitor is having a similar conversation with your best client, asking him to jump ship.

By Bryce Sanders |March 18, 2013

3 min read