Practice management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 27 May 2024 20:15:41 +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 Practice management – Investment Executive https://www.investmentexecutive.com 32 32 Wedding bells — or alarm bells? https://www.investmentexecutive.com/news/industry-news/wedding-bells-or-alarm-bells/ Mon, 27 May 2024 19:32:45 +0000 https://www.investmentexecutive.com/?p=486516 What to do when you suspect an elderly client is being manipulated in a late-life relationship

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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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]]> How to run an airtight practice that protects clients and yourself https://www.investmentexecutive.com/news/industry-news/how-to-run-an-airtight-practice-that-protects-clients-and-yourself/ Thu, 07 Dec 2023 19:11:37 +0000 https://www.investmentexecutive.com/?p=476747 Find ways to excel at the basics, panellists suggested at a CFA Society Toronto event

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]]> There’s more to team building than assessing skills https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/theres-more-to-team-building-than-assessing-skills/ Mon, 13 Nov 2023 05:03:00 +0000 https://www.investmentexecutive.com/?p=474686 A successful practice requires a diversity of personalities, work habits and individual styles. Use these tools to help create the right mix

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]]> Edward Jones tries out teams https://www.investmentexecutive.com/news/industry-news/edward-jones-tries-out-teams/ Thu, 14 Sep 2023 16:54:03 +0000 https://www.investmentexecutive.com/?p=471548 The brokerage hopes to boost more than the bottom line by introducing multi-advisor offices

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]]> Survey shows employers, workers might be aligning on hybrid work https://www.investmentexecutive.com/news/research-and-markets/survey-shows-employers-workers-might-be-aligning-on-hybrid-work/ Mon, 14 Aug 2023 20:52:57 +0000 https://www.investmentexecutive.com/?p=470074 Companies have now spent years ensuring employees can complete their duties both in-office and remotely

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]]> How to improve your out-of-office messages https://www.investmentexecutive.com/news/people/how-to-improve-your-out-of-office-messages/ Mon, 14 Aug 2023 20:45:37 +0000 https://www.investmentexecutive.com/?p=470069 The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

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]]> Tips for leading an advisory team https://www.investmentexecutive.com/news/people/tips-for-leading-an-advisory-team/ Fri, 04 Aug 2023 19:12:03 +0000 https://www.investmentexecutive.com/?p=469498 Leaders need to build a sense of community on their teams and ensure members feel valued

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]]> The secret to hiring summer students https://www.investmentexecutive.com/news/people/the-secret-to-hiring-summer-students/ Tue, 11 Jul 2023 16:46:45 +0000 https://www.investmentexecutive.com/?p=468594 Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

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]]> How to write a job posting for an assistant https://www.investmentexecutive.com/building-your-business/practice-management/how-to-write-a-job-posting-for-an-assistant/ Fri, 09 Jun 2023 13:00:28 +0000 https://www.investmentexecutive.com/?p=466769 Every job posting must answer three main questions

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