Dwarka Lakhan

Building Your Business

Plan early for health-care expenses

November 9, 2018 Dwarka Lakhan
Health Insurance Assurnace computer laptop
Building Your Business

A reliable source of income

November 9, 2018 Dwarka Lakhan
Products

Found a trend? There’s an ETF for that

November 8, 2018 Dwarka Lakhan
Special Reports

Limiting the risk of investing in emerging markets

October 16, 2018 Dwarka Lakhan

Powering up your practice

October 15, 2018 Dwarka Lakhan

Learning the language of the next generation

October 15, 2018 Dwarka Lakhan

Beyond our borders

October 15, 2018 Dwarka Lakhan
Building Your Business

Coming clean on foreign property

October 12, 2018 Dwarka Lakhan
Building Your Business

Running a business through a TFSA?

October 12, 2018 Dwarka Lakhan
Special Reports

Attractive opportunities for income-focused investors

October 9, 2018 Dwarka Lakhan
Special Reports

Higher returns over the long haul

October 2, 2018 Dwarka Lakhan
So, what’s the key to success? Improved advisor productivity. Firms have taken the obvious steps to improve advisors’ performance and enable relationship building with clients, giving advisors the tools to design high-performing and cost-effective portfolios. For example, new technology has enabled online account opening and electronic signatures for client documentation. New technology also has facilitated securities order management and processing, mitigating the growing administrative burden on advisors.
Special Reports

Emerging markets offer diverse opportunities

September 25, 2018 Dwarka Lakhan