In part 3 of Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, explains ten bennefits of annual reviews. From keeping policies and beneficary designations…
Susanne Alexandor, managing director at Cougar Global Investments in Toronto, is one of a new breed of investment strategists that specialize in portfolios composed entirely…
In part seven, Dan Richards, CEO, Client Insights, pinpoints nine essential activities of the top one per cent of advisors. He focuses on three main…
Alex Besharat of ScotiaMcLeod discusses new technology rollouts that led to the firm gaining a full point in three tech-related categories
In part six of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three skill sets of the top one per cent of advisors. He explains…
Use caution and common sense when sharing content on social media
By adhering to a social media policy, advisors can ensure they’re taking an effective and compliant approach
With LinkedIn at the core of your social media strategy, use other platforms to expand your network
David Lane of Edward Jones in Canada explains the strategies that enabled Edward Jones to increase ratings in 25 of 32 categories
To ensure you’re compliant, approach social media the same way as other forms of advertising and correspondence
In part one of an all new 12-part series of Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, gives tips on handling rated cases, including tips for advisors and how…
A supplement to the May 2014 issue of Investment Executive newsletter
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