Building Your Business – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 08 Nov 2024 20:00:00 +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 Building Your Business – Investment Executive https://www.investmentexecutive.com 32 32 Former executive shares ‘the wealthy life’ with clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/former-executive-shares-the-wealthy-life-with-clients/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495944 Over a 30-year career, Sybil Verch sees opportunities where others see obstacles

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]]> From the farm to finances, portfolio manager cuts a path on her own terms https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/from-the-farm-to-finances-portfolio-manager-cuts-a-path-on-her-own-terms/ Fri, 13 Sep 2024 04:08:00 +0000 https://www.investmentexecutive.com/?p=492355 For a young Penny Stayropoulos, financial planning was a beacon amid crisis

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]]> Going the distance as a high-net-worth advisor https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/going-the-distance-as-a-high-net-worth-advisor/ Mon, 12 Feb 2024 05:09:00 +0000 https://www.investmentexecutive.com/?p=479829 Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

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]]> Calculate the capacity of your practice https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/calculate-the-capacity-of-your-practice/ Mon, 12 Feb 2024 05:07:00 +0000 https://www.investmentexecutive.com/?p=479827 Segmenting your clients by revenue rather than assets can provide valuable insights

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]]> Five cool tech gadgets for your office https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/five-cool-tech-gadgets-for-your-office/ Mon, 11 Dec 2023 05:11:00 +0000 https://www.investmentexecutive.com/?p=476587 Upgrading your technology can boost efficiency and improve your interactions with clients

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]]> Should you build your own technology setup? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/should-you-build-your-own-technology-setup/ Mon, 11 Dec 2023 05:09:00 +0000 https://www.investmentexecutive.com/?p=476585 Freedom to choose your digital tools varies by firm, but independence has its risks and rewards

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]]> Which wealth managers are using generative AI? https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/which-wealth-managers-are-using-generative-ai/ Mon, 11 Dec 2023 05:08:00 +0000 https://www.investmentexecutive.com/?p=476584 Banks, insurance firms and practice management software providers have launched generative AI tools for financial advisors and retail customers

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]]> Straight talk on financial planning software https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/straight-talk-on-financial-planning-software/ Mon, 11 Dec 2023 05:02:00 +0000 https://www.investmentexecutive.com/?p=476578 Four advisors let us know what they love about their planning software, and how it could be improved.

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]]> The art of RRIF withdrawals https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/the-art-of-rrif-withdrawals/ Mon, 13 Nov 2023 05:14:00 +0000 https://www.investmentexecutive.com/?p=474697 Helping your clients decide how much to take out, and when, involves many variables

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]]> Common pitfalls when bringing your U.S. retirement accounts to Canada https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/common-pitfalls-when-bringing-your-u-s-retirement-accounts-to-canada/ Mon, 13 Nov 2023 05:12:00 +0000 https://www.investmentexecutive.com/?p=474695 How to bring 401(k)s and IRAs north of the border

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