Brokerage Report Card: Insurance sets high water mark

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Byren Innes, senior vp and a director at Toronto-based NewLink Group Inc., discusses higher scores for insurance support and importance in the 2008 Brokerage Report Card, the brokerages' approach to insurance and the impact of “Guaranteed Minimum Withdrawal Benefit” category of segregated funds on advisor business. He spoke at the TSX media centre in Toronto.

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Insurance gains prominence


Duration: 2 min 47

The single best use of this summer's work hours

The single best use of this summer's work hours

Duration: 2 min 40

Dan Richards, president of Strategic Imperatives Ltd., discusses current market volatility and client communication. He spoke at the TSX Broadcast Centre.

Dealers’ Report Card: Going paperless - insurers not so much

Dealers’ Report Card: Going paperless - insurers not so much

Duration: 3 min 55

Ken Rousselle, president and CEO of Professional Investment Services (Canada) Inc., discusses the firm’s efforts to process client documents electronically, and barriers to the digitization of the mutual fund and insurance industries. He spoke at the TSX broadcast centre in Toronto. For more...

Dealers’ Report Card: PFSL takes tops marks again

Dealers’ Report Card: PFSL takes tops marks again

Duration: 4 min 04

Jeff Dumanski, president and chief marketing officer of PFSL Canada Ltd., discusses the firm’s historically strong performance in the Dealers’ Report Card, advisor compensation at PFSL and the branch structure within the organization. He spoke at the TSX broadcast centre in Toronto. For...

Dealers’ Report Card: Overview from the editors

Dealers’ Report Card: Overview from the editors

Duration: 6 min 45

Tessa Wilmott, editor-in-chief of Investment Executive and Pablo Fuchs, a senior editor, discuss the overall results of the 2008 Dealers’ Report Card, the drop in scores at Dundee Wealth Management, the effect of the credit crisis on the industry and the change in advisors’ practices...

Brokerage Report Card: Insurance sets high water mark

Brokerage Report Card: Insurance sets high water mark

Duration: 2 min 47

Byren Innes, senior vp and a director at Toronto-based NewLink Group Inc., discusses higher scores for insurance support and importance in the 2008 Brokerage Report Card, the brokerages' approach to insurance and the impact of “Guaranteed Minimum Withdrawal Benefit” category of segregated...


Brokerage Report Card: Overview from the editors

Brokerage Report Card: Overview from the editors

Duration: 3 min 39

Tessa Wilmott, editor-in-chief of Investment Executive and Pablo Fuchs, a senior editor, discuss the overall results of the 2008 Brokerage Report Card, the effect of the credit crisis on CIBC Wood Gundy and the rest of the industry, plus the growth of insurance and estate planning in advisors’...


Brokerage Report Card: Blackmont advisors like new owners

Brokerage Report Card: Blackmont advisors like new owners

Duration: 4 min 39

Bruce Kagan, CEO of Blackmont Capital Inc., discusses the firm’s improved performance in the 2008 Brokerage Report Card, insurance and estate planning support for advisors and the outlook for the capital markets business. He spoke at the TSX media centre in Toronto. For more, see:

Alternative power sparks growth manager's portfolio

Alternative power sparks growth manager's portfolio

Duration: 4 min 28

Shauna Sexsmith, lead manager for Manulife Canadian Equity Fund, describes her growth fund management style, stock picking and her holdings in the alternative energy industry. She spoke at the TSX media centre.



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