The IIAC, IFIC, CLHIA and PMAC are recommending that the federal government make important changes in next year's federal budget. Most suggestions are focused on…
Many firms are developing guidelines and forms for advisors to talk to clients about the costs OF their investments
The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their…
Discussions about fees will require a new approach under CRM2
Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of…
Bhim Asdhir, founder and president of Excel Funds Management, explains trends of demographics, valuations and infrastructure in emerging markets that point to future growth. Asdhir…
Focus on revenue and profitability — as well as service
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why pre-approach letters work. He gives specific examples of headlines…
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites new research that shows that reputation is more important than referrals for boosting clientele.…
Confirmation of receipt made easier for clients
The complexities of a sale make it critical for advisors to work with accountants and lawyers
Investment Executive celebrates its 25th anniversary this year. In recognition of that milestone, we have created a video featuring the front pages from each issue,…
Only 40% of advisors have given the idea of succession some kind of thought
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds