Search Results for “tina tehranchian” – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 27 Sep 2023 16:09:16 +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 Search Results for “tina tehranchian” – Investment Executive https://www.investmentexecutive.com 32 32 Help clients find lost bank accounts and insurance policies https://www.investmentexecutive.com/news/industry-news/help-clients-find-lost-bank-accounts-and-insurance-policies/ Fri, 01 Sep 2023 19:00:49 +0000 https://www.investmentexecutive.com/?p=470602 Although there are tools to help, financial advisors still say it’s best to maintain updated information

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]]> Tina Tehranchian https://www.investmentexecutive.com/writer/tina-tehranchian/ Tue, 14 Nov 2017 13:57:45 +0000 https://www.investmentexecutive.com/writer/tina-tehranchian/ The post Tina Tehranchian appeared first on Investment Executive.

]]> Kids in a candy store https://www.investmentexecutive.com/in-depth_/magazines/kids-in-a-candy-store/ Sun, 15 Oct 2017 05:04:24 +0000 https://avatar.investmentexecutive.com/?p=343282 A sudden influx of cash needs careful management and planning

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]]> Retirement: Upbeat clients https://www.investmentexecutive.com/newspaper_/front-page/retirement-upbeat-clients/ Wed, 15 Feb 2017 06:00:00 +0000 https://www.investmentexecutive.com/uncategorized/retirement-upbeat-clients/ Clients are moving to bolder investment strategies for their RRSPs

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]]> Managing debt in retirement https://www.investmentexecutive.com/in-depth_/special-reports/managing-debt-in-retirement/ Fri, 11 Nov 2016 05:50:00 +0000 https://www.investmentexecutive.com/uncategorized/managing-debt-in-retirement/ Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to help your clients manage their debt while still encouraging them to have a retirement saving plan

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]]> More simplicity needed from product manufacturers https://www.investmentexecutive.com/news/products/more-simplicity-needed-from-product-manufacturers/ Tue, 10 May 2016 20:35:00 +0000 https://www.investmentexecutive.com/uncategorized/more-simplicity-needed-from-product-manufacturers/ Fund companies must consider fewer changes to their products as the constant changes cause confusion, said advisors at the 2016 Canadian Funds Summit in Toronto

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]]> Managing clients’ digital estates https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/managing-clients-digital-estates/ Fri, 22 Apr 2016 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/managing-clients-digital-estates/ When a client dies, he or she leaves a trail of online accounts, complete with login names and passwords. Managing these digital assets is an important part of estate planning in the 21st century

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]]> Putting it on the table https://www.investmentexecutive.com/in-depth_/magazines/putting-it-on-the-table/ Fri, 18 Sep 2015 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/putting-it-on-the-table/ The new cost and performance reports mark a fundamental shift

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]]> There is life after bankruptcy https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/there-is-life-after-bankruptcy/ Fri, 18 Sep 2015 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/there-is-life-after-bankruptcy/ You can help business-owner clients protect themselves should their businesses fail. And if a client must declare bankruptcy, rebuilding a credit rating is easier than many clients might think

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]]> ReInventing the client relationship https://www.investmentexecutive.com/in-depth_/magazines/reinventing-the-client-relationship/ Wed, 15 Oct 2014 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/reinventing-the-client-relationship/ Discussions about fees will require a new approach under CRM2

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