Columns – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 02 Dec 2022 21:05:12 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Columns – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Leverage an insurance policy’s negative ACB https://uat-phoenix.investmentexecutive.com/insight/columns/leverage-an-insurance-policys-negative-acb/ Wed, 07 Dec 2022 20:00:18 +0000 https://www.investmentexecutive.com/?p=456845 A client scenario illustrates the tax advantages for business owners

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]]> Help your clients get more invested in their retirements https://uat-phoenix.investmentexecutive.com/insight/columns/help-your-clients-get-more-invested-in-their-retirements/ Wed, 02 Nov 2022 19:00:07 +0000 https://www.investmentexecutive.com/?p=454720 The new retirement reality calls for a reconstructed strategy

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]]> Volatility affects all your client’s assets, including their business https://uat-phoenix.investmentexecutive.com/insight/columns/volatility-affects-all-your-clients-assets-including-their-business/ Tue, 25 Oct 2022 19:00:53 +0000 https://www.investmentexecutive.com/?p=454186 A client scenario shows the importance of inquiring about assets you don’t administer

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]]> Investors must remain steadfast amid volatility and rate hikes https://uat-phoenix.investmentexecutive.com/insight/columns/investors-must-remain-steadfast-amid-volatility-and-rate-hikes/ Fri, 21 Oct 2022 19:00:24 +0000 https://www.investmentexecutive.com/?p=453961 Here’s how advisors can prepare portfolios

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]]> Reconsidering retirement as a value proposition https://uat-phoenix.investmentexecutive.com/insight/columns/reconsidering-retirement-as-a-value-proposition/ Wed, 07 Sep 2022 13:41:34 +0000 https://www.investmentexecutive.com/?p=450807 As clients evolve, so must advisory services

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]]> Tax slip error has significant fallout for client https://uat-phoenix.investmentexecutive.com/insight/columns/tax-slip-error-has-significant-fallout-for-client/ Thu, 01 Sep 2022 19:00:23 +0000 https://www.investmentexecutive.com/?p=450602 Proactive collaboration is critical for resolution, client well-being

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]]> Replacing Canada’s most important number https://uat-phoenix.investmentexecutive.com/insight/columns/replacing-canadas-most-important-number/ Tue, 09 Aug 2022 13:25:38 +0000 https://www.investmentexecutive.com/?p=449298 Opinion: Interest rate benchmark reform requires careful execution and strong collaboration

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]]> Help your client navigate the new retirement reality https://uat-phoenix.investmentexecutive.com/insight/columns/help-your-client-navigate-the-new-retirement-reality/ Fri, 22 Jul 2022 18:35:40 +0000 https://www.investmentexecutive.com/?p=448387 Advisors play an essential role in improving client confidence

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]]> Who has the power? https://uat-phoenix.investmentexecutive.com/insight/columns/who-has-the-power/ Tue, 05 Jul 2022 19:00:28 +0000 https://www.investmentexecutive.com/?p=447435 Understanding power of attorney versus trusted contact person

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]]> The outlook for 2022’s second half https://uat-phoenix.investmentexecutive.com/insight/columns/the-outlook-for-2022s-second-half/ Tue, 28 Jun 2022 19:00:19 +0000 https://www.investmentexecutive.com/?p=447127 Economies brace for slower economic growth

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