Deborah Fuhr, managing partner and co-founder ETFGI, discusses the rise of exchange-traded funds, their impact on portfolio management and which ETF strategies work best for…
Once you have developing trust with prospects, you can take steps to make them clients — and advocates of your services
Engage your audience, capture information and demonstrate your skills
Communicate your brand and demonstrate how you can help your clients
In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with…
In part three, the managers comment on their exposure to various non-financial sectors and some of the holdings they favour
Paul Bosse, principal, Vanguard, discusses the impact of home country bias on Canadian investors, and why they should diversify their portfolios. He spoke at the…
In part two, the managers discuss their strategies in the financial services sector
Reginald Browne, sr. managing director, global co-head, ETF group, Cantor Fitzgerald & Co., explains the benefits of this tax efficient and diversified asset class and…
Those overseen by IIROC and MFDA want clarity on which rules will apply to them
In part one of the roundtable, the managers discuss discuss the overall prospects for this market segment
ETFs are picking up traction in the United States and Europe
The long duration of Canadian bonds means investors are likely going to want exposure to other markets as interest rates start to rise
Market orders leave investors exposed to higher costs
With some rules still not finalized and costs unclear, there is much unknown territory for firms to navigate
Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains…
Gather information from visitors so you can contact them later
Investor advocates are pushing for even greater changes to the advisor/client relationship
Your site must contain resources your audience can use
Three questions that will tell you whether its time to redo your site
Prema Thiele, partner at Borden Ladner Gervais LLP, breaks down the challenges of implementing the second phase of the Client Relationship Model. She explains how…
Jim Ruta, managing partner and chief sales officer, InforcePRO, proposes a new business model that can dramatically increase the professionalism of the life insurance business.…
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how field underwriting can build your business, forge closer relationships with your clients and increase…
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Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies strategies that have been shown to increase referrals by up to 600%. Ruta explains how…