Practice

Making sense of the “alphabet soup”

Canada’s advice credentials landscape, with its diverse mix of designations and organizations that provide them, has been criticized for its complexity. Some industry experts see the “alphabet soup” as a barrier to understanding the role and value of financial advice credentials.

By Dr. Roberta Wilton |December 6, 2011

7 min read

The Place of ETFs in Portfolio Allocation and Diversification

Asset allocation is the strategy investors follow to divide their money between different assets like stocks, bonds and cash. The underlying principle is that prices of different assets move in different(uncorrelated) ways, leading to the idea that diversification protects against risk, which is defined as volatility. But asset allocation says little about the investor’s objectives.

December 5, 2011

13 min read

How to build a million-dollar practice

The importance of a client acquisition and effective delegation cannot be overstated, no matter how successful an advisor's business becomes.

By Vikram Barhat |December 5, 2011

3 min read

4 questions to ask before clients put charities in their wills

A bequest to a charity isn’t as straightforward as leaving money to a relative or a friend, but most clients don’t realize this.

By Barry Corbin |December 2, 2011

2 min read