Insurance: Balance is needed
Insurers need to to create products that appeal to younger clients
Insurers need to to create products that appeal to younger clients
Advisors must inform their clients about the risks of borrowing
Reaction to Ontario's initiative reveals big differences of opinion
Becoming the new head of ScotiaMcLeod is the culmination of a lifelong journey for Alex Besharat
Taking the right steps when a client sues can enhance your chances of success - and reduce the stress of litigation
Assets under management in mutual funds now exceed $1 trillion in 2013, growth outpaced that of ETFs
Ian Russell, president and CEO of the Toronto-based Investment Industry Association of Canada, is the newly elected chairman of the International Council of Securities Associations…
The elimination of non-resident trusts has generated debate among tax specialists about fairness in Canada's tax system
New surveys from the CFA Institute capture some revealing industry attitudes about conduct
A $500,000-plus judgment against Great-West Life arising out of fraud by a rogue broker could be overturned
Exclusively on IE:TV
Veteran investment banker Line Rivard of Montreal now is a special advisor to the Bank of Canada on financial system issues. She will help the…
There's evidence to suggest that having a greater representation of women in publicly traded firms results in better performance
New standards for negligence and notice of investigation are being criticized
Federal Finance Minister Jim Flaherty has appointed Annette Verschuren as the new chairwoman of the Venture Capital Expert Panel. Verschuren was already a member of…
Rules proposed in Ontario get thumbs down from groups
New national council will focus on three areas of shared concern
Toronto-based Bank of Montreal (BMO) has appointed Cameron Fowler as group head for Canadian personal and commercial banking, where he will be accountable for the…
Portfolio managers did particularly well last year, beating benchmarks solidly, partly due to gold's massive decline
Neil Gross is the new executive director at the Toronto-based Canadian Foundation for Advancement of Investor Rights (a.k.a. FAIR Canada). The veteran securities lawyer takes…
The days of the "funnel"approach to business development are long gone. Today's top advisors are selective of the prospects they place in their pipelines, and…
Research tells us that statistics and percentages don't resonate with clients. They are more likely to remember and respond to your message if it's told…
Former Olympian Michael Smith learned at an early age to embrace the volatility of sports. Today, as a financial advisor to high net-worth individuals, he…
Members of Generation Y are looking for meaningful jobs that will lead to long, satisfying careers. Firms are responding with revamped recruiting techniques that appeal…
Integrating younger advisors into a well-established practice should be done step by step, with careful supervision and with multiple opportunities for younger advisors to make…
The author of the book The Financial Advisor’s Guide to Excellence is Daniel Collison. Incorrect information appeared in our February issue. Investment Executive apologizes for…
A new book from Talbot Stevens tackles the different types of debt that clients take on. The theme is explored in a folksy, storytelling approach…
Now that the rush is over, some advisors use this time to review their clients' plans and long-term goals. It also is an opportunity to…
Kate and Ethan, a common-law couple in Toronto, have some lofty goals and they would like to have at least one child, preferably two, sometime…
People who are most at risk of a stroke have a greater chance of suffering one during extreme cold, high humidity or sudden dips and…
A recent study has found that clients are reluctant to refer their insurance advisors to friends and family. However, there are some strategies that you…
Whether it's a cloud-based service, USB keys, external hard drives, network-attached solutions or external servers, there is no shortage of solutions available to protect your…
In order to succeed in today's competitive marketplace, you must keep your name and your message in front of clients and prospects. Here are some…
Cautious optimism reigns among Canadian portfolio managers
Good stock-picking helped segregated fund families
A brief guide to faulty sales spiels
Toronto-based Empire Life Investments Inc. has launched Empire Life Emblem Diversified Income Portfolio, part of the Emblem Portfolios program, which targets a range of risk/return…
Toronto-based MFS Investment Management Canada Ltd. has changed its Canadian MFS LifePlan funds to address the home-country investment bias that is affecting retirement savings of…
BluMont Capital Corp, a subsidiary of Arrow Capital Management Inc. (both Toronto-based), has reached an agreement to sell the management agreements for three funds to…
Toronto-based Sun Life Global Investments (Canada) Inc. has introduced Sun Life NWQ Flexible Income Fund, which is subadvised by Los Angeles-based NWQ Investment Management Co.…
Study shows that regular updates improve outcomes
Income-producing stocks resist bear markets well but may not be the best to own when markets turn upward
A notable change in the PC industry, combined with the growth of smartphones and tablets, is good news for certain firms
Not only has the drop in bond prices not occurred, but yields are rising as investors take shelter in U.S. and Canadian bonds
Investors write options if they believe the implied volatility is too high but buy options when implied volatility is understating future risk
Canadian seniors are already doing well. Boosting the CPP, as some are suggesting, is not the right way to improve savings
Editorial
Manitoba steps in to stop enraged parents of pint-sized hockey players from ruining the game for their children - and everyone else
Both the Tories and Liberals are using swords and shields to win the 2015 election. No wonder the budget has been forgotten
There is a growing docket of court cases pitting First Nations against companies in the oil and gas industry, not only in Alberta but across…
It's the era of the public apology, from mayors to senators. So, with apologies to those left out, here is my own version
Three years in politics is a long time, as PQ premier Pauline Marois is demonstrating with her popularity rising in the polls
