Magazines – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 12 Sep 2022 15:44:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Magazines – Investment Executive https://www.investmentexecutive.com 32 32 The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old https://www.investmentexecutive.com/in-depth_/partner-reports/the-seasons-of-an-advisors-life-fall-a-time-for-harvesting-productivity-and-shedding-the-old/ Mon, 12 Sep 2022 11:00:13 +0000 https://www.investmentexecutive.com/?p=450773 Have You Thought About What Season Your Practice is in?

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]]> A different frame https://www.investmentexecutive.com/in-depth_/magazines/a-different-frame/ Mon, 15 Oct 2018 00:32:00 +0000 https://www.investmentexecutive.com/?p=356993 HNW clients want guidance on the complex challenges that wealth can bring

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]]> Powering up your practice https://www.investmentexecutive.com/in-depth_/magazines/powering-up-your-practice/ Mon, 15 Oct 2018 00:31:00 +0000 https://www.investmentexecutive.com/?p=356992 Referrals are key to boosting your roster of HNW clients

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]]> Learning the language of the next generation https://www.investmentexecutive.com/in-depth_/magazines/learning-the-language-of-the-next-generation/ Mon, 15 Oct 2018 00:30:00 +0000 https://www.investmentexecutive.com/?p=356991 The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place

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]]> Keeping a close eye https://www.investmentexecutive.com/in-depth_/magazines/keeping-a-close-eye/ Mon, 15 Oct 2018 00:29:00 +0000 https://www.investmentexecutive.com/?p=356990 High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed

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]]> Beyond our borders https://www.investmentexecutive.com/in-depth_/magazines/beyond-our-borders/ Mon, 15 Oct 2018 00:28:00 +0000 https://www.investmentexecutive.com/?p=356989 Many investors, including HNW clients, need to be educated about the world of opportunity in global markets

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]]> Tech and the high net-worth client https://www.investmentexecutive.com/in-depth_/magazines/tech-and-the-high-net-worth-client/ Mon, 15 Oct 2018 00:27:00 +0000 https://www.investmentexecutive.com/?p=356988 Smart use of the new smart financial tools can enhance your practice

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]]> Widening the choices https://www.investmentexecutive.com/in-depth_/magazines/widening-the-choices/ Mon, 15 Oct 2018 00:26:00 +0000 https://www.investmentexecutive.com/?p=356987 Alternative investments can provide needed growth, but advisors need to look under the hood

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]]> Settling up with the CRA https://www.investmentexecutive.com/in-depth_/magazines/settling-up-with-the-cra/ Mon, 15 Oct 2018 00:25:00 +0000 https://www.investmentexecutive.com/?p=356986 Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance

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]]> Looking past the premiums https://www.investmentexecutive.com/in-depth_/magazines/looking-past-the-premiums/ Mon, 15 Oct 2018 00:24:00 +0000 https://www.investmentexecutive.com/?p=356985 Permanent life insurance can be good value for wealthy clients who can afford the upfront costs

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