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- Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He gives a preview of conference highlights including economic forecasts, pension system changes, social investing, and this year’s case study. He spoke with Paula Virany, multimedia editor, Investment Executive, at the TMX Broadcast Centre in Toronto. For more information, visit https://www.cifps.ca
- Craig Fehr, Canadian market strategist for Edward Jones, says market pullbacks caused by concerns over European debt crisis and slow down of European and emerging economies should not be a reason for clients to flee global markets. He explains how advisors can help their clients manage their portfolios to maneuver market swings and benefit from long-term growth opportunity. He spoke at the TMX Broadcast Centre in Toronto.
- Asif Nasim, managing director, Wickware Communications, talks about how to leverage social media to increase your community, referrals and public profile, while staying firmly within compliance procedures. Nasim spoke with Investment Executive reporter Fiona Collie, at the TMX Broadcast Centre in Toronto.
- Darren McKiernan, vice president of Invesco Canada Ltd. and portfolio manager for Trimark Global Dividend Class, explains why dividend-paying tobacco shares present an attractive investment opportunity and how his dividend fund takes advantage of economic growth in emerging markets. He spoke at the TMX Broadcast Centre in Toronto.
- Pablo Fuchs, senior editor of Investment Executive, and Olivia Li, staff writer, discuss the results of the 2012 survey. Bigger books of business and improved advisor compensation haven’t translated into better ratings for dealers. The verdict: Firms still have some work to do. They spoke at the TSX Broadcast Centre in Toronto.
- In part 5 of this series, Ellen Bessner, a litigation partner at Cassels Brock & Blackwell LLP, discusses her experience with regulators when defending her clients. She says regulators ought to be more transparent with enforcement notices and share information with the advisors, dealers and issuers under investigation. She spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.
- Jason Round, head of financial planning support, RBC Financial Planning, discusses how an advisor can develop a caregiving plan that can help boomer clients cope with the financial and emotional aspects of caring for aging parents. He spoke with Investment Executive staff writer Olivia Li at the TMX Broadcast Centre in Toronto.
- Chris McHaney, vice president and portfolio manager for BMO Asset Management Inc., explains how advisors can incorporate ETFs into their businesses and why ETFs can enhance the efficiency of client portfolios. He spoke at the Exchange Traded Forum 2012 in Toronto.
- In part 4 of this series, Ellen Bessner, a litigation partner at Cassels, Brock and Blackwell LLP, argues that advisors shouldn’t hide from their compliance departments. She spoke at TMX Broadcast Centre in Toronto.
- In part 3 of this series, Ellen Bessner, a litigation partner with Cassels, Brock and Blackwell LLP, discusses how advisors can be transparent about the products they sell. She argues that if manufacturers can’t describe products in a way that advisors can understand, then clients should not own them. She spoke at the TMX Broadcast Centre in Toronto.