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- 2013 Dealers’ Report Card: Editors discuss key results
  Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, outline the key findings of the 2013 Dealers’ Report Card. They discuss the disparity between how advisors are performing in the post-recessionary world and how they feel about their firms. Fuchs and O’Hara spoke at the TMX Broadcast Centre in Toronto.
- 2013 Dealers’ Report Card
  Firms leaving advisors high and dry?
- Five key steps to solve the challenge of debt
  Laurie Campbell, CEO of Credit Canada Debt Solutions, discusses proven plans for advisors to ensure clients burdened by debt will overcome this challenge. Campbell itemizes five key steps to help clients to stay on track. She spoke to Fiona Collie, web reporter with Investment Executive at the TMX Broadcast Centre in Toronto.
- Defeating debt
  A web-exclusive series on helping clients manage debt
- How to create and work with a financial advisory team
  In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding the right collaborators, working with a team to increase profits and prospects, and the role of the lead advisor in the team. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto.

Read what advisors are saying about their firms and what compliance officers are saying about the regulators.

Firms leaving advisors high and dry?

A weekly video series with insurance consultant Jim Ruta

A web-exclusive series on helping clients manage debt