U.S. markets finish flat
After approaching 15,000 in morning trade, the Toronto Stock Exchange’s benchmark index closed just below that mark on Friday....
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Tune in to IE:TV for interviews with RBC Asset Management's Bill Hill, CIBC World Markets economist Benjamin Tal, demographics authority David Foot, and CIFPs CEO Keith Costello. Click here.
2008 Brokerage Report Card
Advisors feel the heat of uncertain times What do advisors the advisors at Canada’s investment dealers think about their firms? Read what advisors have to say.
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IE: TV
Seize the opportunity for reactive referrals from clients Dan Richards, president of Strategic Imperatives Ltd., discusses the opportunity for gaining referrals during the current market place and his communication strategy for approaching the topic with clients. Click here to watch.
Defining team roles inside an efficient practice Part 4 of Investment Executive's 12-part series on team building. Bruce Cumming, co-owner of Cumming & Cumming Wealth Management Inc. and Sheila Munch, a senior advisor at Assante Financial Management Ltd., describe their teams and how they assign roles to members. Click here to watch.