Planning and Advice

How do you talk about performance?

Q: How do you talk about performance without committing yourself to future results? Reg Jackson portfolio manager, JMRD Wealth Management at National Bank Financial, London, Ont. Our team has three main objectives for all clients: Benchmarks are useful to provide a comparison; however, what happens if the benchmark is down 20% and your client is […]

March 4, 2016

2 min read

What 30-somethings expect from their advisors

Thirtysomethings share what’s on their minds

March 4, 2016

5 min read

Lessons from family offices

Top advisors on when to do value-added tasks yourself

By Jessica Bruno |March 4, 2016

10 min read

Put your client relationships into high gear

Your clients live life in the fast-paced worlds of business and finance, so treat a lucky few to the rubber-melting speed of a Formula One race.

By Jessica Bruno |March 4, 2016

6 min read