Warren Buffett – The 90/10 Portfolio The 90/10 Portfolio is a portfolio that is designed by the expert investor Warren … More
Tag: Performance Reporting
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
Rebalancing
Rebalancing is the process of realigning the weightings of a portfolio of assets to maintain the original level of desired … More
New regulation is here and one software provider believes it can help you restore client confidence:
New CRM2 regulations are here. Made in Canada, CRM2plus software can help you restore client confidence. CRM2 performance reporting is made easy. Graphs and charts give you tangible and demonstrable proof of your value as a financial professional…
Working with the Average Investor
The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….
Time Management and the New Financial Advisor
Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.
Resolutions for 2017 – Finance
Investing is like dieting. No one really wants to get on that scale and see the actual numbers. This year, take charge of your financial future. Take an interest in the details. Its not too hard to figure out if you have the right tools….
Tired of using Excel to Prepare for Client Meetings?
Attention portfolio managers: there are tools that allow you to show clients graphically, what has been invested over time, market value, and performance. There are tools that require much less of your time than Excel, or your legacy system, and provide better results.
One such software tool, CRM2plus, satisfies and goes several steps beyond recent CRM2 regulations regarding performance, allowing you to demonstrate the value of your advice.
It’s Time to Get Professional Advice
It’s time to get professional advice – by guest blogger Anne Leroux The time when retirement planning was straightly mapped … More
CRM2 Reporting made Easy
CRM2 reporting requirements are coming. In the UK and Australia, where similar rules were adopted, the fallout was huge in … More
CRM2Plus blog 