Get in the right mindset
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
- By: Dan Richards
- October 15, 2017 November 9, 2019
- 00:10
Latest news in Magazines
The best of everything
Top clients expect top service 24/7
- By: Megan Harman
- October 15, 2017 November 9, 2019
- 00:09
Risk and the high net-worth client
Wealth preservation is key — and so are returns
- By: Rudy Mezzetta
- October 15, 2017 November 9, 2019
- 00:08
Team players
Managing the experts that ultra-rich clients need is a job in itself
- By: Fiona Collie
- October 15, 2017 November 9, 2019
- 00:07
The wealthy and SRI: New priorities
Rising numbers of HNW clients are asking about socially responsible investing
- By: Fiona Collie
- October 15, 2017 November 9, 2019
- 00:06
“What are my options?”
Alternative investments may hold answers when clients seek both returns and stability
- By: Jade Hemeon
- October 15, 2017 November 9, 2019
- 00:05
Kids in a candy store
A sudden influx of cash needs careful management and planning
- By: Grant McIntyre
- October 15, 2017 November 9, 2019
- 00:04
All in the family
Estate planning is a top priority for business owners
- By: Jim Middlemiss
- October 15, 2017 November 9, 2019
- 00:03
Front row seats
Advisors who specialize in serving the affluent share their insights
- By: IE Staff
- October 15, 2017 November 9, 2019
- 00:02
Diversity, liquidity and safety
Alexandra Horwood builds custom portfolios for her clients, then monitors the portfolios closely
- By: Jade Hemeon
- October 15, 2017 August 22, 2022
- 00:01
From the editor
ETFs continue to capture the hearts and wallets of investors in Canada. Assets under management in the industry reached about $114 billion at the end…
- By: Tracy LeMay
- April 23, 2017 November 9, 2019
- 23:12
Higher interest rates on the horizon?
Fixed income ETFs come in many flavours to help you clients handle rising rates
- By: Catherine Harris
- April 23, 2017 November 9, 2019
- 23:11
Sparking a revolution
ETFs are attracting the interest - and the assets - of investors large and small
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:10
Pinpointing investment prospects
Sector ETFs allow investors to gain exposure to parts of the market that they believe could outperform
- By: Megan Harman
- April 23, 2017 November 9, 2019
- 23:09
Finding your niche
Zeroing in on your top investment bets
- By: Rudy Mezzetta
- April 23, 2017 November 9, 2019
- 23:08
A tale of 2 portfolios
ETF specialists do their best in building sample portfolios
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:07
Rules of the trade
Knowing the ins and outs of trading ETFs can help ensure that your clients get the best deal possible
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:06
A learning curve
Given that ETFs are becoming more complex, advisors may want to hit the books to stay up to date
- By: Wendy Cuthbert
- April 23, 2017 November 9, 2019
- 23:05
Staying on top of change
At Mackenzie Financial, there's no "spaghetti cannon" creating all kinds of new products just to see what sticks
- By: Dwarka Lakhan
- April 23, 2017 November 9, 2019
- 23:04
A higher purpose
Helping clients meet their financial goals rather than beating benchmarks
- By: Dwarka Lakhan
- April 23, 2017 November 9, 2019
- 23:03
The view from the top
Education and having the right tools are becoming priorities for advisors, says the head of PowerShares
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:02
What’s in a label?
Depending on how ETF portfolios are managed, they fall into one of two buckets. Does this make sense?
- By: Dan Hallett
- April 23, 2017 November 9, 2019
- 23:01
CRM2: How to be on the right side of “money in motion”
In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors…
- By: Dan Richards, Susan Silma
- December 19, 2016 November 9, 2019
- 06:30
CRM2: Three key communication strategies for client satisfaction and retention
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve…
- By: Dan Richards, Susan Silma
- December 13, 2016 November 9, 2019
- 07:00
Top three pitfalls in CRM2 client conversations and how to avoid them
In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client…
- By: Dan Richards, Susan Silma
- December 4, 2016 November 9, 2019
- 18:30