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The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old

Have You Thought About What Season Your Practice is in?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

Help your clients tap into a tax-free retirement income stream

Learn how a reverse mortgage can help.

What Makes a Dealer Genuinely Independent?The Illusion of the Independent Dealer

Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO explore how dealers misrepresent and overuse the term “independence”.

Is a reverse mortgage a good fit for your clients?

Learn how a reverse mortgage can meet your clients’ evolving objectives

Fitch boosts Canadian coverage

Credit rating agency adding five senior analysts to it Toronto office

Handling passive-investment rules

Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

Slideshow: How a firm’s ratings impact advisors’ recommendations

Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

Hot housing market gives some Canadians cold comfort

Housing costs are a growing worry, BMO index finds

  • By: IE Staff
  • March 17, 2022 March 17, 2022
  • 15:02

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Staying connected as Covid persists

Effective communication, whether digital or in person, remains key to strong client/advisor relationships

How can choice and transparency benefit advisors and clients alike?

Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., explains how being free from proprietary products and operating as a fee-for-service model reaps…

How are women advisors and clients challenging the financial industry?

Women are demanding the industry do better — and here’s how firms are responding.

How can advisors gain the luxury of time?

Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals, discusses how efficient technology platforms and process drive better client service.