Practice

Besting online sites, discount brokerages

Investment and insurance products are now commodities. If we try to compete on cost we will lose because there will always be a cheaper alternative. However, we can compete on another level that an online site or brokerage cannot – we can compete with personalized advice.

By Mathieu Paradis |November 9, 2011

1 min read

Effective income planning strategies

When people think of income planning, they usually think of retirement. Prior to retirement, Canadians are mainly concerned with paying debt and accumulating retirement assets, so they ignore income-planning opportunities.

By Mike George |November 9, 2011

3 min read

Ipsos: Social essential to business

The Internet has become a dialogue rather than a monologue and advisors had better get in on the conversation, this according to Steve Levy, president, Ipsos Reid – East.

By John Powell |November 8, 2011

3 min read

How to avoid lawsuits

You are busy enough comforting clients through volatile markets; the last thing you need on your mind is a lawsuit. But this type of market causes client complaints to jump. How can you protect yourself?

By Melissa Shin |November 8, 2011

7 min read