Planning and Advice

Biggest investment scams

Scam artists looking to ensnare investors are taking advantage of those troubled by economic uncertainty and volatile markets, says The Canadian Securities Administrators.

By John Powell |December 9, 2011

2 min read

Understanding, selling to women

Although record numbers of women are significant financial contributors to the family finances, their life insurance coverage levels have not kept up accordingly.

By Helena Smeenk Pritchard |December 8, 2011

2 min read

Work ON your practice, not just IN it

One of the biggest challenges we see as coaches, is that financial advisors are so busy working IN their business that they don’t have any time to work ON their business. Responding to clients, dealing with staff issues, compliance, paperwork and “putting out fires” consumes most of the day. There is little time left to work on long term planning which will improve your practice, grow revenues and reduce stress.

By April-Lynn Levitt |December 6, 2011

4 min read

Making sense of the “alphabet soup”

Canada’s advice credentials landscape, with its diverse mix of designations and organizations that provide them, has been criticized for its complexity. Some industry experts see the “alphabet soup” as a barrier to understanding the role and value of financial advice credentials.

By Dr. Roberta Wilton |December 6, 2011

7 min read