Planning and Advice

Eliminating “buyer beware” from planning services

Every day, millions of Canadians seek service from health care practitioners. Stringent regulation and professional oversight of health professions help protect Canadians from receiving care from unethical or poorly qualified practitioners. Poor financial care is as detrimental to a person’s health and well-being as “bad” health care. Yet, individuals holding themselves out to the Canadian […]

By Coalition for Professional Standards for Financial Planners |August 2, 2011

4 min read

Find new clients online

Any doubts about the power of Internet marketing have been eliminated with the popular uprisings in the Middle East and North Africa — dubbed the social media revolution due to its role in organizing the protests. However, before financial advisors leap into social media marketing campaigns, it is important to start with the basics. As […]

By Brian O’Hara |August 2, 2011

6 min read

Does the DSC have a future?

How advisors are paid, and by whom, has long been a matter for controversy

By Dean DiSpalatro |August 2, 2011

8 min read

How to win wealthy clients

Advisors in the proprietary and HNW segments often tell us they need more than just the research and marketing support their in-house analysts provide. They’re looking for approaches that will give them a leg up.

August 2, 2011

5 min read