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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, plus highlights of some of the seminal events that have shaped the financial industry from 1989 until the present.

  • September 30, 2014 January 23, 2018
  • 08:21

Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, gives practical tips on how to meet the complex new requirements of CRM 2. She discusses responsibilities for firms, the complex paperwork, and balancing compliance with service. Cowdery spoke to Paula Virany, multimedia editor and video producer with Investment Executive, at the TMX Broadcast Centre in Toronto.

  • July 15, 2013 December 19, 2017
  • 05:30

Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, explains the impact of the new CRM 2 regulations coming into effect July 15. She discusses compliance, the impact of the three-year phase-in of CRM 2 and how advisors can field questions from clients as increasing information appears in documents to retail clients. Cowdery spoke to Paula Virany, multimedia editor and video producer with Investment Executive, at the TMX Broadcast Centre in Toronto.

  • July 2, 2013 December 19, 2017
  • 14:50

In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding the right collaborators, working with a team to increase profits and prospects, and the role of the lead advisor in the team. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto.

  • May 20, 2013 January 23, 2018
  • 16:11

In part twelve, Jim Ruta answers the question "Which is better, a few big cases or more smaller cases?" Expert performance coach, Jim Ruta, breaks down strategies for getting the most from a larger volume of cases. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

  • April 10, 2013 December 19, 2017
  • 10:20

In part 11, Jim Ruta answers the question: What do I take from a ‘No”? Expert performance coach Jim Ruta gives practical tips for making prospecting approachable and effective for your business and your clients. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

  • March 27, 2013 December 19, 2017
  • 15:00

In part 10, Jim Ruta answers the question: Can I just sell life insurance products, or do I have to be a full financial planner? He weighs in on finding the balance between specializing your practice and providing full service for your clients. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

  • March 20, 2013 December 19, 2017
  • 05:00

In part nine, Jim Ruta answers the question: What is the true meaning of fiduciary responsibility? He explains the one fundamental approach that will ensure you are meeting the fiduciary duty in your practice. Ruta spoke with Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us atQ&A@investmentexecutive.com.

  • March 13, 2013 December 19, 2017
  • 17:30

In part eight, Jim Ruta answers the question: How do I help my staff make effective service calls that will help me build my business? Ruta explains specific approaches, questions and strategies non-sales staff can use in a simple courtesy call that will build growth in your business. He spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us atQ&A@investmentexecutive.com.

  • March 6, 2013 December 19, 2017
  • 09:15

In part seven, Jim Ruta answers the question: What is the most common mistake that insurance advisors make? Ruta explains this common mistake that can lead to your client being uninsurable. He breaks down the underwriting strategies that will solve this problem and ensure a client will get coverage. Ruta spoke to Paula Virany, Investment Executive multimedia editor and video producer, at the TMX Broadcast Centre in Toronto. To ask a performance question to Jim email us at Q&A@investmentexecutive.com.

  • February 27, 2013 December 19, 2017
  • 09:40