Planning and Advice

Book tackles lessons from school of hard knocks

Nineteen tales, two tellers and one tome. What I Have Learned So Far… And How It Can Help You illustrates how you can never count on life to unfold as expected. The collaborative work by Al Emid, a seasoned journalist and occasional Advisor.ca contributor, and Paul K. Bates, a financial services professional, is a tribute […]

By Vikram Barhat |January 21, 2011

1 min read

How to rein clients in

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor.

By Bryan Borzykowski |January 20, 2011

8 min read

Money behaving badly, the 35-million-year-old problem?

25 years ago the missing link between humans and monkeys was unearthed by an amateur fossil hunter. With no one knowing the value of the discovery, the remains of the 45-million-year-old lemur were hung on a collector’s wall. They remained there for 20 years. Eventually, the lemur or “Ida”, as she is now known, found her way into the proper hands and since has been used to prove the theory of evolution.

|January 14, 2011

3 min read

Keep your finger on the market pulse

With the markets slowly emerging from the recession, consumers take a cautious approach to investing their hard-earned dollars. For financial advisors, the pressure is on not only to sell financial planning and investment services, but also to sell themselves – both to their clients and to their employers – and gain their clients’ and employer’s confidence and trust. In a slowly recovering economy, a strategic approach to education is the single critical factor for professional success – even more so if you find yourself out of a job or embarking on a new career.

By Dr. Roberta Wilton |January 13, 2011

5 min read