Top Stories
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CSA adopts regulatory regime for credit rating agencies
New standards are consistent with international regimes
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W. H. Stuart fined $45,000
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Feds drop plans for national securities regulator
Also in the News
IE Extra
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Are annuities still a viable product for clients?
With uncertainty surrounding pension plans, Peter Wouters, director of retail insurance products and marketing with Kingston, Ont.-based Empire Life Insurance Co., says many investors are still...
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Building “all terrain” portfolios for your clients
Kate Warne, Canadian market strategist for Edward Jones, says advisors should help clients build diversified, “all terrain” portfolios of defensive and aggressive stocks to protect them from market...
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Ruta: Respect for sales professionals
Jim Ruta, a performance consultant and a speaker at the Expertinstitute.com, takes issue with the notion that sales professionals are “product pushers”. Ruta describes quality selling as understanding...
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Team focuses on financial planning for physicians
Elizabeth Harding and Diana Orlic, investment specialists with Macquarie Private Wealth in Burlington, Ont., are part of a three-member team that specializes in planning for medical professionals....
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Advisor resolutions for 2012
A web-exclusive series highlighting ways to improve your business, your team and yourself
Special Feature
Advisor resolutions for 2012
A web-exclusive series highlighting ways to improve your business, your team and yourself
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Set personal resolutions that will stick
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Build a stronger team in 2012
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Five resolutions to improve your practice