Planning and Advice

Faceoff: Asset allocation

Participants: Andrew Beer, manager of strategic investment planning, Investors Group, Dave Velanoff, CEO, MGI Financial. Your philosophy? Dave Velanoff: We don’t really have a philosophy. We broach asset allocation much further down the financial planning chain. Every client is different. We start off by meeting with the client and conduct a comprehensive needs analysis and […]

By Kanupriya Vashisht |March 1, 2010

8 min read

Is diversification dead?

It is certainly well understood that 2008 was one of the worst years for global stock markets. To call the last 18 months “historic” would be an understatement. But after witnessing one of the greatest stock-market downturns on record, we then saw one of the greatest stock-market rallies in history, all within a year and […]

By Scott Newman |March 1, 2010

4 min read

High-net-worth mystery shoppers

Is your prospective client a gruff millionaire who makes stiff demands and is given to secretly scribbling copious notes? Watch out, he or she could be a mystery shopper trained to test your mettle—and merit—as an advisor. But wait, there’s no way you can call the bluff. UBS, the global financial services firm, has perfected […]

By Kanupriya Vashisht |March 1, 2010

7 min read

Big business needs extra care

Business owners account for a large percentage of high-net-worth clients. And advisors are in a unique position to help steer these exclusive clients to superior levels of success, says Jenifer Bartman, CA, CMC and founder and principal of Jenifer Bartman Business Advisory Services in St. Adolphe, MB. Most start-ups are, one way or another, family-run […]

By Philip Porado |March 1, 2010

5 min read