Tech Tips: Supercharge your schedule
The right calendar system can maximize the output of your meetings while minimizing administrative overhead. Your choices are broad - from popular Google and Microsoft…
The right calendar system can maximize the output of your meetings while minimizing administrative overhead. Your choices are broad - from popular Google and Microsoft…
Mark Hudon uses the lessons he has learned as an Ironman triathlete to help his clients reach their goals. Training for a triathlon and following…
When selecting a new advisor, many sophisticated clients base their decision on reputation. You can take steps to establish yourself as the go-to expert in…
This year is turning out to be a year for health and fitness software applications. A U.S. study by mobile advertising firm Flurry, now owned…
When hackers pinched and published celebrities' embarrassing pictures, the scandal raised questions about the security of information stored on the cloud. What can you do…
Although successfully completing a transition of a family-owned business to a new owner can take years, 60% of entrepreneurs who are within 10 years of…
As insurance advisors face increasingly rigorous regulatory requirements, keeping accurate client files has become crucial in demonstrating your compliance should a client complain
Although Sarah and Bob, both 28 years old, earn a good living, they have significant debts as a result of Bob's overspending ways. Nevertheless, two…
Technology vendors want you to use a single supplier for all your devices and systems. Sticking to one brand may seem limiting, but the functionality…
Taking the lead in your branch means you have responsibilities that extend well beyond your personal activities and you are vulnerable should things go wrong.…
But it's not yet known if these new issues will be one-off concept bonds or if they will have legs
The decision to employ hedging in a client's portfolio comes down to how best to address a client's emotional baggage
Although Chipotle, McDonald's and Yum! Brands all face challenges, they also offer organic growth
From stock market booms and busts to the rapid advance of technology and consolidation in the brokerage business, two veteran advisors describe how they met…
1989 – The one-dollar bill is replaced by the “loonie” l Baywatch, starring Pamela Anderson, and Seinfeld both premiere on NBC 1990 – The Simpsons…
Twenty-five years ago, a "four pillars" policy kept the banking, insurance, investment and trust businesses legally separate. But with the toppling of that structure, Canada's…
Although much has changed since the first issue of Investment Executive went to press in 1989, our mandate - to help financial advisors face a…
It's not that relationships will be completely unimportant in 25 years it's just that they will be less important than they are today. Technology will…
1989 – IE is launched with Douglas Goold as editor-in-chief – A mini-crash in October stirs memories of the 1987 market collapse 1991 – Goods…
Although the retail investment business has evolved dramatically over the past 25 years, the regulators that oversee it have struggled mightily to keep up. The…
David Goodman is back at his family's wealth-management firm, with plans to focus on rebuilding using hard assets
The insurance industry is working to counter the public's impression, growing through social media, that insurance claims are denied routinely
Proposal to neutralize the speed advantage of high-frequency traders is receiving support from the industry, but critics raise serious concerns
Life insurance companies see big rise in net income
The judge who oversaw the class-action lawsuit views the settlement "as an excellent and creative resolution"
As of September 2014, Toronto-based Questrade Wealth Management Inc., an online discount broker, is a member the Investment Funds Institute of Canada (IFIC). Northern Trust…
Montreal-based MacDougall MacDougall & MacTier Inc. (3Macs) has completed its acquisition of three Ontario branches of Desjardins Securities, the brokerage arm of Lévis, Que.-based Desjardins…
Toronto-based Bank of Nova Scotia is realigning its global wealth and insurance businesses, effective Nov. 1. As part of the reorganization, James O’Sullivan will become…
As politicians look at forcing Canadians to save more for their retirement by supplementing forced pension programs, a paper published by the C.D. Howe Institute,…
These funds tend to be less correlated to the broader market
Toronto-based BMO Harris Private Bank has been named Best Private Bank in Canada as part of the World Finance Banking Awards, 2014. This is the…
Toronto-based TD Asset Management Inc., portfolio manager of TD Mutual Funds, has added K-class units to the TD Retirement Conservative Portfolio, the TD Retirement Balanced…
Toronto-based PowerShares Canada, a subsidiary of Atlanta-base Invesco Ltd., has introduced two new “smart beta” ETFs that employ a low-volatility strategy to provide investors with…
Toronto-based First Asset investment Management Inc. has added two actively managed exchange-traded funds (ETFs) to its lineup. First Asset Active Canadian REIT ETF will build…
Clients should adopt a dynamic approach to asset-allocation decisions
Montreal-based National Bank Investments Inc. has expanded its Meritage Portfolios lineup with the addition of the Meritage Global Income and Growth Portfolio. The new portfolio…
Exchange-traded fund avoids some hedge fund drawbacks
Program customizes mix based on risk
Government issues are taking a back seat
This development should be seen as an opportunity
Proposed federal legislation focuses on systemic risk
Deal raises concerns about market power
Cars have been called money pits. But is the pit supposed to be bottomless?
The premier-designate has challenges on almost every front. Then there's the Wildrose Party, waiting to take over should he fail
One of the benefits of CRM2 is that it puts a visible, understandable price tag on the value of advice
Philippe Couillard became Quebec’s Liberal premier this past April on a promise to deal with les vraies affaires – the real issues. Couillard won after…
A new report says future flooding on the Fraser will be more frequent and far more costly. Will it galvanize local and regional governments?
The premiers' annual meeting in mid-September revealed deepening fissures in the federation
