Planning and Advice

The whole picture: Understanding the needs of aging clients

As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for their retirement years. But retirement is about more than just finances. Understanding the needs of your aging clients both financial and non-financial is essential. A complete picture of your clients' situation will allow you to serve them to the best of your abilities.

By Jill O'Donnell and Graham McWaters |October 23, 2013

4 min read

BNY Mellon and CIBC Mellon merging securities lending

BNY Mellon and CIBC Mellon, its joint venture with CIBC, are merging their securities lending desks today.

By Staff |October 22, 2013

1 min read

5 ways to beat a prospecting slump

You’re trying to reel in new clients, but none of the prospecting strategies you’ve used have worked. Give these strategies a try when you feel tapped out.

By Bryce Sanders |October 21, 2013

3 min read

Ontario mulls a public pension plan

Canada’s largest province is thinking about becoming the first to create its own pension plan, reports the Globe and Mail.

By Staff |October 16, 2013

1 min read