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Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

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

Challenging the Status Quo of the “Built to Flip” Investment Dealer

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.

Why global financial advisors embrace private REITs as strategic investments

Avenue Living executives Jason Jogia and Gabriel Millard collaborated with Grant A. Wilson, Ph.D., University of Regina, to examine how financial advisors perceive, personally invest…

Unlocking Financial Freedom: The Benefits of a Reverse Mortgage vs a HELOC

Learn why a reverse mortgage is a better way to tap into home equity.

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

What’s driving strong returns for apartments?

With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.

Where is retail real estate thriving?

Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.

How can clients invest in the climate transition?

Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.