Planning and Advice

What clients aren’t telling you

Investors have strong opinions about how advisors should be kept accountable.

By Staff |March 19, 2013

1 min read

Applying OAS for rich clients

Tax implications of pension plan are still relevant for the rich.

By Maureen Glenn |March 18, 2013

5 min read

Prevent competitors from scooping your clients

You’re meeting a prospect over coffee and presenting compelling reasons she should leave her advisor and transfer her account to you. In the next booth your competitor is having a similar conversation with your best client, asking him to jump ship.

By Bryce Sanders |March 18, 2013

3 min read

Advisor analysis – Frank Wiginton

First, Reza and Shadan are from Iran so I would ask if they have any religious restrictions around earning or paying interest. They have a mortgage, so it may not be an issue, but it’s important to find out for sure.

By Frank Wiginton |March 18, 2013

2 min read