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Dealers’ Report Card: Overview from the editors
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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 over the past year. They spoke at the TSX broadcast centre in Toronto.
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Acquisitions result in advisor satisfaction
Duration: 6 min 45
- June 3, 2008 1:56 PM EDT
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Wellington West CEO outlines ambitious growth plans
Duration: 4 min 06
Charlie Spiring, founder and CEO of Wellington West Capital Inc., discusses the firm's acquisition strategy, plans for a new asset management arm and the outlook for growth. He spoke at the firm's head office in Winnipeg.
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
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
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
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
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
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
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.
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