The global hunt for taxes
After the U.S. started an aggressive campaign to corner its offshore tax cheats, many other nations followed suit. Now, there are fewer and fewer safe…
- By: Rudy Mezzetta
- October 14, 2014 November 6, 2019
- 23:00
Latest news in Special Reports
Check medical expenses closely
The list of costs your clients can claim can change from year to year - and vary among provinces. Clients who test the limits with…
- By: Fiona Collie
- October 14, 2014 November 6, 2019
- 23:00
Groups focusing on retirement
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…
- By: Catherine Harris
- October 14, 2014 November 6, 2019
- 23:00
Emerging Markets: Best investment opportunities
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…
- By: Bhim Asdhir
- October 10, 2014 October 21, 2019
- 13:10
Rookies: Run your practice like a business
Focus on revenue and profitability — as well as service
- By: Dwarka Lakhan
- October 9, 2014 October 30, 2019
- 10:20
Pre-approach letters more useful than ever
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…
- By: Jim Ruta
- October 9, 2014 October 30, 2019
- 09:30
Why reputation trumps referrals
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.…
- By: Dan Richards
- October 6, 2014 October 30, 2019
- 05:15
Fund Facts POS delivery rule coming in December?
Confirmation of receipt made easier for clients
- By: Fiona Collie
- October 1, 2014 October 21, 2019
- 08:05
Selling your book? Work with an expert
The complexities of a sale make it critical for advisors to work with accountants and lawyers
- By: Fiona Collie
- September 30, 2014 October 21, 2019
- 10:15
IE 25th Anniversary Video
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,…
- By: Paula Virany
- September 30, 2014 October 21, 2019
- 08:21
Succession planning: Stuck in the ‘Terrible Toos’
Only 40% of advisors have given the idea of succession some kind of thought
- By: Fiona Collie
- September 30, 2014 October 21, 2019
- 07:00
Demographic trends yield opportunities in emerging markets
- By: Bhim Asdhir
- September 29, 2014 October 21, 2019
- 13:25
Get snowbirds counting the days
Remind clients on how to avoid becoming a U.S. resident for income tax purposes
- By: Fiona Collie
- September 29, 2014 October 21, 2019
- 11:45
Brand building no longer an option for advisors
Regulatory changes make it imperative to communicate your value
- By: Fiona Collie
- September 29, 2014 October 21, 2019
- 07:40
How daily goals make you more productive
In this week's Gaining Altitude, Dan Richards, CEO, Client Insights, explains how setting daily goals and tracking them boosts your performance. Richards cites recent sports…
- By: Dan Richards
- September 29, 2014 October 30, 2019
- 05:15
The next frontier for investors
Frontier markets include many of the world’s fastest-growing economies, and they boast a slew of undiscovered investment opportunities
- By: Jade Hemeon
- September 26, 2014 October 21, 2019
- 06:00
The appeal of India
Fund managers are optimistic about investing India as demographic trends, globalization and economic reforms fuel accelerating growth
- By: Jade Hemeon
- September 25, 2014 October 21, 2019
- 05:00
IE 25th Anniversary Celebration
Friends gather to help us mark the occasion
- By: IE Staff
- September 24, 2014 October 21, 2019
- 17:00
A new phase of growth yields a new crop of opportunities
As growth in the middle class fosters stronger domestic consumption in emerging economies, portfolio managers urge investors to take notice
- By: Jade Hemeon
- September 24, 2014 October 21, 2019
- 06:05
What will the advice industry look like in 25 years?
In honour of Investment Executive’s 25th anniversary, we asked Dan Richards, CEO, Client Insights to predict what advice industry will look like 25 years from…
- By: Dan Richards
- September 22, 2014 October 30, 2019
- 05:00
Reputation trumps referrals
When selecting a new advisor, many sophisticated clients base their decision on reputation. You can take steps to establish yourself as the go-to expert in…
- By: Dan Richards
- September 21, 2014 November 6, 2019
- 23:00
Fixed-income roundtable: Portfolio strategies from the pros
In part three of the roundtable, the managers discuss current portfolio strategies for their core and core-plus mandates
- By: Sonita Horvitch
- September 19, 2014 October 21, 2019
- 10:30
Meeting the robo-advisor challenge
This development should be seen as an opportunity
- By: Clare O’Hara
- September 18, 2014 October 21, 2019
- 23:00
Alternative mutual funds on the rise
These funds tend to be less correlated to the broader market
- By: Dwarka Lakhan
- September 18, 2014 October 30, 2019
- 23:00