Winning Strategies – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Sat, 09 Nov 2019 07:06:20 +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 Winning Strategies – Investment Executive https://www.investmentexecutive.com 32 32 Estate disputes: Protect your practice from litigation https://www.investmentexecutive.com/in-depth_/special-reports/estate-disputes-protect-your-practice-from-litigation/ Mon, 10 Jul 2017 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/estate-disputes-protect-your-practice-from-litigation/ Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)

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]]> Lacklustre growth to take toll on Canadian equities in Q4 https://www.investmentexecutive.com/news/research-and-markets/lacklustre-growth-to-take-toll-on-canadian-equities-in-q4/ Mon, 03 Oct 2016 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/lacklustre-growth-to-take-toll-on-canadian-equities-in-q4/ However much volatility is expected in global stocks as a result of several major events in the U.S. and in Europe in the coming months, a Russell report predicts

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]]> The importance of meeting face to face https://www.investmentexecutive.com/in-depth_/special-reports/the-importance-of-meeting-face-to-face/ Mon, 27 Jun 2016 10:30:00 +0000 https://www.investmentexecutive.com/uncategorized/the-importance-of-meeting-face-to-face/ In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain why face-to-face meetings are essential to advisors’ know-your-client obligations.

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]]> Three ways to maximize the value of your business https://www.investmentexecutive.com/in-depth_/special-reports/three-ways-to-maximize-the-value-of-your-business/ Mon, 28 Nov 2011 15:25:00 +0000 https://www.investmentexecutive.com/uncategorized/three-ways-to-maximize-the-value-of-your-business/ The post Three ways to maximize the value of your business appeared first on Investment Executive.

]]> Advisor: How I reached $45M in AUM in three years https://www.investmentexecutive.com/building-your-business/practice-management/advisor-how-i-reached-45m-in-aum-in-three-years/ Mon, 07 Nov 2011 19:15:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-how-i-reached-45m-in-aum-in-three-years/ Rodrigo Gordillo, an advisor with Macquarie Private Wealth Inc., describes how he built $45-million in AUM in his first three years as an advisor - with lawyers as a niche market. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.

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]]> Transitioning your book to fewer clients https://www.investmentexecutive.com/building-your-business/practice-management/transitioning-your-book-to-fewer-clients/ Tue, 04 Oct 2011 04:35:00 +0000 https://www.investmentexecutive.com/uncategorized/transitioning-your-book-to-fewer-clients/ The post Transitioning your book to fewer clients appeared first on Investment Executive.

]]> Advisor: My charitable activity deepened client relationships https://www.investmentexecutive.com/building-your-business/practice-management/advisor-my-charitable-activity-deepened-client-relationships/ Sun, 28 Aug 2011 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-my-charitable-activity-deepened-client-relationships/ The post Advisor: My charitable activity deepened client relationships appeared first on Investment Executive.

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