Planning and Advice

Failure paralyzes clients

People who lose $1,000 feel bad. People who find $1,000 feel good. But the person who finds $1,000 doesn’t feel as good as the person who loses $1,000 feels bad. In fact, the loser weighs on the issue twice as heavily as the gainer. That’s loss aversion.

By Hersh Shefrin |May 29, 2012

2 min read

Are your fees transparent?

I've noticed that every 3 to 5 years our industry goes through a fee debate but in the end nothing changes.

By Robert Abboud |May 29, 2012

3 min read

Takeaway: Prepare for RSVPs

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

By Staff |May 28, 2012

1 min read

Help business owners succeed

By any statistical measure, they’re the engine of Canada’s economy. Still, business owners get left out of the advice process.

By Staff |May 28, 2012

2 min read