Planning and Advice

What is the future of compensation?

Advisors predict commissions will fall; fees will rise.

By Staff |December 3, 2013

2 min read

Think like a contractor

The carpenter you asked to install your hardwood floors can teach you about becoming a better advisor.

By Melissa Shin |December 3, 2013

2 min read

How to lose referrals

An advisor had an elderly client with a small portfolio that required little management. But the client would call the advisor incessantly, asking questions that had nothing to do with her investments, and sometimes just to chat.

By Suzanne Sharma |December 3, 2013

8 min read

My Best Event: Inspiring ideas

When it comes to helping businesses prosper in Victoria, B.C., Philip Bisset-Covaneiro is a YES man. That stands for Young Entrepreneurs Society, a non-profit he established in Victoria in 2007 and still chairs.

By Stuart Foxman |December 3, 2013

2 min read