Planning and Advice

The independent | Rod Tyler

Rod Tyler, CFP, RFP, CLU, Fellow of FPSC Owner, Tyler and Associates, Regina Book size $110 million; 400 households. Model Grid system, which provides full services from dealer. The dealer takes at most 20%. It costs more than desk fees, but the services are worth it. Compensation Fees based on a sliding-scale percentage of AUM. […]

By Melissa Shin |March 1, 2012

2 min read

Ask clients to consolidate

You suspect your client has money in multiple places, but you’re afraid to ask outright.

March 1, 2012

3 min read

Antique violins a sound investment

Antique musical instruments can play a role in a wealthy investor’s portfolio.

By Vikram Barhat |March 1, 2012

5 min read

The cost of publishing your own book

Writing a book can be a powerful marketing tool. Michael Watkins, a financial advisor with Edward Jones in Duncan, B.C., occasionally gives out copies of his 150-page It’s Only Money guide to clients as well as lawyers and accountants.

By Stuart Foxman |March 1, 2012

3 min read