Planning and Advice

Faceoff: Short selling

Mark Armstrong, the vice president, investment advisor at Richardson GMP, Saskatoon and Richard Knowles, financial planner, R. Knowles & Associates, Vancouver, join the Advisor Group to debate the practice of shorting stock.

By Vikram Barhat |December 15, 2010

6 min read

Using social media to build trust

When it comes to the business of advising, trust is arguably the most important factor in your success.

By Jay Palter |December 14, 2010

3 min read

Paying the price for greed

Greed, in the context of the world economy, was a prominent topic of discussion leading up to 2008. Today though, after the crash, greed has been replaced by fear. From bad debt and lower consumer spending to falling home prices and high unemployment in the U.S., Europe and Japan, we’re paying the price for our […]

By David Sung |December 13, 2010

5 min read

Tech every advisor needs – Part 3

Advisors love their technology so in the final article of our three part series, we’ll share 3 more pieces of technology that help us service our clients.

By Mathieu Paradis |December 10, 2010

4 min read