The Money Finder Blog

Penalties for Failure to Comply with CRM2 Requirements

June 28th, 2016 | Christina Flemming

With the homestretch of CRM2 implementation upon us, financial professionals are asking themselves whether they’ve done enough to prepare, and what repercussions they could face for potential miscon ...


Search For An Article


August

2017

The Succession Trap

August 15th, 2017 | The Money Finder

When I first started back in the industry in 2001 I, like many shiny new advisors, was approached by various senior agents about working on their book of business. They would tell me how they were goi ...

July

2017

Do You Know How Much a Client’s Interest Rate Costs?

July 13th, 2017 | The Money Finder

The Bank of Canada’s announcement that it has raised its key interest rate to 0.75 per cent, which represents an overall quarter of a percent interest rate increase, means some consumers will be pay ...

June

2017

67% of Advisors Say They’ll Give Up!

June 27th, 2017 | The Money Finder

I think our entire industry needs some tough love right now. I was both shocked and saddened to see headlines about the huge number of advisors who say they’ll bail on financial services if their co ...

June

2017

K is for Knowledge

June 15th, 2017 | The Money Finder

Every week, we look at the ABCs of cash flow management. Originally posted on www.advisor.ca. Written by Stephanie Holmes-Winton Some believe that knowing how to manage cash flow is a basic skill. ...

June

2017

J is for Judgement

June 13th, 2017 | The Money Finder

Originally posted on www.advisor.ca. Written by Stephanie Holmes-Winton Many clients may fear their advisors would pass judgment if they knew how they handle their cash. And that has them holding b ...

June

2017

I is for Interest

June 8th, 2017 | Courtney Collins

Every week, we look at the ABCs of Behavioural Cash Flow™ management. Originally published on Advisor.ca I IS FOR INTEREST Currently, there’s a lot of chatter about what may happen if interest r ...

1 2 3 135

Articles By Category