U. S. clients in Canada
Relief from U. S. tax rules won't help most complex situations
- By: Rudy Mezzetta
- October 11, 2012 November 6, 2019
- 23:00
Latest news in Special Reports
Increasing the incentive to save
Jack Mintz, Director and Palmer Chair of the School of Public Policy at the University of Calgary, discusses household wealth, indebtedness and Canadians’ ability to…
- By: Jack Mintz
- October 11, 2012 December 15, 2017
- 14:20
Transparent fee model raises revenues
In segment 6 of The Advisors' Study, Daryl Diamond, Author, Educator, Retirement Income Specialist, explains how Diamond Planning Retirement Ltd. uses a fully transparent fee…
- By: Jim Ruta, Daryl Diamond
- October 11, 2012 October 30, 2019
- 06:00
Advice and the success of the Canadian fund industry
Glen Gowland, incoming chairman of the Investment Funds Institute of Canada, discusses key themes from the 2012 IFIC annual leadership conference in Toronto.
- By: Glen Gowland
- October 9, 2012 December 15, 2017
- 14:30
Do your clients really know their retirement goals?
Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may…
- By: Dan Richards, Jerry Brown
- October 8, 2012 October 30, 2019
- 14:00
Modi on meeting IIROC guidelines on social media
Silu Modi, VP, digital marketing, Macquarie Private Wealth, explains how to design a leading-edge social media program that successfully addresses IIROC compliance guidelines. He discusses…
- By: Silu Modi
- October 5, 2012 December 15, 2017
- 09:00
Bundled products taking off
Standalone strategies are being combined in ways that are more useful to the client
- By: Megan Harman
- October 3, 2012 October 3, 2012
- 16:00
Regulators headed in the wrong direction
Amar Bidhé, Thomas Schmidheiny Professor at the Fletcher School/Tufts University, says that regulatory changes enacted following the 2008 financial crisis haven’t addressed defects in the…
- By: Amar Bidhe
- October 3, 2012 December 15, 2017
- 15:00
Advisors squeezed by falling revenues
There’s a risk that the advisor population will shrink, limiting the availability of advice to Canadians
- By: Megan Harman
- October 3, 2012 October 3, 2012
- 11:30
Confidence of fund investors remains high: IFIC
Survey underlines the importance of making affordable advice accessible to first-time investors
- By: IE Staff
- October 3, 2012 October 3, 2012
- 11:00
IFIC conference focuses on innovation
This year marks the 50th anniversary of IFIC
- By: IE Staff
- October 3, 2012 October 3, 2012
- 09:00
Creating income streams for retirees
In segment 5 of this series, Daryl Diamond of Winnipeg-based Diamond Retirement Ltd., discusses why he focuses exclusively on helping retirees create income streams from…
- By: Jim Ruta, Daryl Diamond
- October 3, 2012 October 30, 2019
- 06:05
Do you have a powerful value proposition?
In part 3 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains about how to craft a value proposition that will get…
- By: George Hartman, Grant McIntyre
- October 2, 2012 October 30, 2019
- 06:31
Success with group benefits for small businesses
In segment four, Carien Jutting of Stratford, Ont.-based Fiscal Wellness Inc. associated with Fundex, explains how a focus on group benefits for small businesses keeps…
- By: Dan Richards, Carien Jutting
- October 1, 2012 October 30, 2019
- 10:00
Enhance the value of your business with a succession plan
Julie Littlechild, president of Advisor Impact, outlines the benefits a succession plan delivers, including finding the right successor, maintaining clients and enhancing the value of…
- By: Julie Littlechild, Rudy Mezzetta
- October 1, 2012 October 30, 2019
- 07:01
Can the eurozone be saved?
Francesco Bongiovanni, author of "The Decline and Fall of Europe", discusses recent measures taking by the European Central Bank to help Spain, Italy and Greece.…
- By: Francesco Bongiovanni
- September 27, 2012 December 15, 2017
- 10:55
Promote the plan
Don’t shy away from conversations about succession; communicate with clients to get them on board
- By: Rudy Mezzetta
- September 26, 2012 October 30, 2019
- 14:30
Heroes, villains and happy endings
In segment 4 of this series, Bruce Etherington, founder, Bruce Etherington & Associates / Family Harmony & Philanthropy, offers lessons in relationship building that advisors…
- By: Jim Ruta, Bruce Etherington
- September 26, 2012 October 30, 2019
- 11:00
How to choose your right successor
When handing over the reins to your advisory business, you need to ensure there will be consistency to the services clients receive
- By: Rudy Mezzetta
- September 25, 2012 October 30, 2019
- 11:05
Define your preferred client early in your career
In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their…
- By: George Hartman, Grant McIntyre
- September 25, 2012 October 30, 2019
- 09:00
The pitfalls of failing to plan ahead
Advisors should begin succession planning at least three to seven years in advance, experts say
- By: Rudy Mezzetta
- September 24, 2012 October 30, 2019
- 14:15
Russell: Succeeding in a brave new financial world
Ian Russell, IIAC president, discusses the main themes addressed at the Investment Industry Association Annual Conference. From tumultuous markets and regulatory changes facing the industry…
- By: Ian Russell
- September 24, 2012 January 21, 2018
- 10:00
Using pension fund asset allocation models to double portfolio returns
In segment three of this series, David Sung, President of Nicola Wealth Management, explains that the larger Pension Funds have a compound annualized return that…
- By: Dan Richards, David Sung
- September 24, 2012 October 30, 2019
- 05:00
Impact of U.S. financial reform will extend to Canada and beyond
Aspects of Dodd-Frank will have global implications regardless of which other regulators adopt them
- By: Megan Harman
- September 21, 2012 September 21, 2012
- 16:10
Investment firms struggle with revenue models
Client Relationship Model and new disclosure requirements are pushing up costs
- By: Megan Harman
- September 20, 2012 September 20, 2012
- 16:10