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Insurance Advisors’ Report Card MORE
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2010 Report Card on Banks & CUs MORE
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2010 Dealers’ Report Card MORE
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News

Psychological disconnect prevents Canadians from saving: report

Four in 10 working-age adults have done little or nothing to plan for retirement
Canadians know that they should begin planning for retirement early, but they’re failing to follow through, and this is largely due to psychological o...

FULL STORY


Dynamic Funds launches emerging markets fund

Growth and value managers to collaborate on new mandate

Federal Reserve issues softer economic outlook

Beige book shows greatest weakness in real estate, construction

Canadian investors want relevant, personalized advice: survey

High net worth clients have higher expectations around advisor communications
Products  MORE
Horizons Advantaged Equity Fund appoints new fund manager
BMO Harris Investment Management to proceed with fund merger

Industry news  MORE
Canadians flock to online banking
Investor advocacy group calls on TSX to better manage conflicts of interest

Economy & markets  MORE
Thursday outlook: TSX set for gain following batch of upbeat Q2 earnings
Wednesday wrap: TSX closes lower as oil prices decline

People  MORE
Aston Hill Financial appoints new COO
Leibel to lead Raymond James’ discretionary portfolio management platform

Company news  MORE
ING Direct beefs up digital presence
Fairfax raises $250M in preferred share offering

From the Regulators  MORE
ASC cease trades individuals, firms for allegedly distributing securities illegally
SEC seeks comment on fiduciary standards for dealers, advisors

Financial Planning  MORE
Home equity makes an important contribution to retirement income: study
TFSA return extended deadline is August 3



Now playing on IE:TV

logo Deep value manager likes tobacco, booze, food
Philippe Brugère-Trélat, vice-president and portfolio manager for Toronto-based Franklin Templeton Investment Corp.’s Mutual Discovery Fund, discusses his strategies behind value investing and the fund’s latest holdings. He spoke with Olivia Glauberzon of Investment Executive at the TMX Broadcast Centre in Toronto.WATCH


logoSun Life’s Kazazian on improved insurance advisor scores
Vicken Kazazian, senior vice president of Sun Life Financial (Canada) Inc., discusses the firm’s improved scores in Investment Executive’s Insurance Advisors’ Report Card. He spoke with Gavin Adamson of Investment Executive at the TMX Broadcast Centre in Toronto. WATCH



logoHow an advisor tweaked a failed market niche, and won
George Hartman, a business coach and owner of Market Logics Inc. of Toronto, describes how he helped an advisor reconsider her original target market, how she improved it, and her results. He spoke with Gavin Adamson from Investment Executive at the TMX Broadcast Centre. WATCH




logo Otar on GMWBs: “I’m not against these products”
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our third video, Beat Guldimann, author of Inside Swiss Banking and the former president and CEO of UBS Bank Canada, describes the Swiss banking system and what sort of tax and estate planning applications it may have. WATCH



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CIFPs Niagara Falls 2010


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Should you expand your service menu?


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Report Card: Improved insurance advisor scores WATCH

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How an advisor tweaked a failed market niche, and won WATCH

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What Swiss banking can and can’t do for your clients today WATCH


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