Building Your Business – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 08 Feb 2024 18:48:20 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Building Your Business – Investment Executive https://www.investmentexecutive.com 32 32 Going the distance as a high-net-worth advisor https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/going-the-distance-as-a-high-net-worth-advisor/ Mon, 12 Feb 2024 05:09:00 +0000 https://www.investmentexecutive.com/?p=479829 Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

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]]> Calculate the capacity of your practice https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/calculate-the-capacity-of-your-practice/ Mon, 12 Feb 2024 05:07:00 +0000 https://www.investmentexecutive.com/?p=479827 Segmenting your clients by revenue rather than assets can provide valuable insights

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]]> Five cool tech gadgets for your office https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/five-cool-tech-gadgets-for-your-office/ Mon, 11 Dec 2023 05:11:00 +0000 https://www.investmentexecutive.com/?p=476587 Upgrading your technology can boost efficiency and improve your interactions with clients

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]]> Should you build your own technology setup? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/should-you-build-your-own-technology-setup/ Mon, 11 Dec 2023 05:09:00 +0000 https://www.investmentexecutive.com/?p=476585 Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

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]]> Which wealth managers are using generative AI? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/which-wealth-managers-are-using-generative-ai/ Mon, 11 Dec 2023 05:08:00 +0000 https://www.investmentexecutive.com/?p=476584 Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers

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]]> Straight talk on financial planning software https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/straight-talk-on-financial-planning-software/ Mon, 11 Dec 2023 05:02:00 +0000 https://www.investmentexecutive.com/?p=476578 Four advisors let us know what they love about their planning software, and how it could be improved.

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]]> The art of RRIF withdrawals https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-art-of-rrif-withdrawals/ Mon, 13 Nov 2023 05:14:00 +0000 https://www.investmentexecutive.com/?p=474697 Helping your clients decide how much to take out, and when, involves many variables

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]]> Common pitfalls when bringing your U.S. retirement accounts to Canada https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/common-pitfalls-when-bringing-your-u-s-retirement-accounts-to-canada/ Mon, 13 Nov 2023 05:12:00 +0000 https://www.investmentexecutive.com/?p=474695 How to bring 401(k)s and IRAs north of the border

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]]> May/December couples face planning challenges https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/may-december-couples-face-planning-challenges/ Mon, 13 Nov 2023 05:10:00 +0000 https://www.investmentexecutive.com/?p=474693 Spouses with a significant gap between their ages need to examine pensions, taxes and estate planning strategies

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]]> The new retirement is a long haul https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-new-retirement-is-a-long-haul/ Mon, 13 Nov 2023 05:08:00 +0000 https://www.investmentexecutive.com/?p=474691 Rising life expectancies make planning a challenge, but new tools and strategies can help your clients reach their goals

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