Practice

Throw a party for your retiring client

Despite their many differences, boutique practices catering to high-net-worth clients have something in common with advisors working for big firms or running their own shop: they have retiring clients, and they’re always looking for prospects.

By Bryce Sanders |January 7, 2013

3 min read

Protect your identity on smartphones

A recent study found smartphone users are at a 33% increased risk for identity theft. However, there are things you can do to stay one step ahead and protect your identity. BMO Harris Bank suggests the following strategies to keep your information from falling into the wrong hands.

By Staff |January 4, 2013

2 min read

How your assistant can bring in business

Your assistant handles many vital functions, and truth be told, the whole operation would probably grind to a halt without their help. But their value can go well beyond filing, faxing, and note taking.

By Bryce Sanders |January 4, 2013

3 min read

Manage all assets for clients

Clients can have assets all over—RRSPs with different institutions, inherited stocks, mutual funds bought from an advisor who long ago left the business, and a smattering of funds in an online brokerage account.

By Stuart Foxman |January 4, 2013

3 min read