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Building Your Business (368)
- Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors need more support from their firms in key areas such as financial planning and the back office.
- Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Report Card on Banks, which show that the Big Six Banks are failing to live up to branch-based advisors’ expectations.
- Craig Fehr, principal, investment strategist at Edward Jones, reviews four factors that will influence the pace of economic growth in Canada over the balance of 2017 and the next several years: oil, housing, trade and interest rates.
- Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the profession needs to define common guidelines.
- Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations in some key categories.
- Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.
- Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans on clients’ lives.
- Sébastien Lavoie, chief economist, economic research and strategy, Laurentian Bank Securities, forecasts significant improvement in the Canadian and global energy sectors.
- Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
- Craig Fehr, principal, investment strategist at Edward Jones, discusses four key themes that are likely to drive investment performance in the second half of 2017.