Top Stories
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W.H. Stuart ordered to halt all public transactions
The fund dealer is likely to become undercapitalized, according to the MFDA
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BMO proposes changes to fund lineup
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One-third of households unable to build wealth: study
Also in the News
IE Extra
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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.
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Defeating debt
A web-exclusive series on helping clients manage debt
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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.
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Know your SEO
Using search engine optimization to build your business
Investment Executive Report Cards
Read what advisors are saying about their firms and what compliance officers are saying about the regulators.