How can advisors boost their clients’ income?
A focus on growth industries and high-quality businesses—complemented by an active covered call strategy—can generate consistently high income, says Paul MacDonald, chief investment officer and…
Top Stories in In Depth
Join a network where your legacy is in good hands
Like Brandon and Jeffrey, join a network that’s invested in you.
- By: Desjardins Financial Security Independent Network
- October 3, 2022 October 3, 2022
- 08:30
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?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
Active U.S. Large Cap Managers Could Be Poised to Outperform
A narrow U.S. market potentially sets stage for excess returns.
- By: T. Rowe Price
- August 22, 2022 August 24, 2022
- 09:00
Financing the buyout of the marital home after a “grey divorce”
Learn how a reverse mortgage can be used to retain possession of the family home.
- By: HomeEquity Bank
- July 18, 2022 July 8, 2022
- 07:00
How to keep a vacation property in the family using a reverse mortgage
Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.
- By: HomeEquity Bank
- June 20, 2022 June 15, 2022
- 07:00
Debunking Myths About IFAs
Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult…
- By: Equitable Bank
- June 13, 2022 June 13, 2022
- 15:00
The Seasons of an Advisor’s Life: Summer, a time for exploration and change
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- June 7, 2022 May 31, 2022
- 08:00
Can IFAs help broach the insurance conversation with your clients?
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
- By: Equitable Bank
- May 16, 2022 May 11, 2022
- 08:00
How financial planners are extending portfolio longevity – and their client book
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
- By: HomeEquity Bank
- April 18, 2022 April 11, 2022
- 08:45
How can clients balance inflation vs. the cost of life insurance?
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…
- By: Equitable Bank
- April 11, 2022 April 7, 2022
- 08:45
Preventing OAS clawbacks: The effective reverse mortgage solution
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
- By: HomeEquity Bank
- March 21, 2022 April 11, 2022
- 07:00
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
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Learning the language of the next generation
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- March 8, 2022 March 8, 2022
- 08:45
Looking Back. Planning Forward.
Year 1: A Retrospective with Paul Petrelli, President & CEO, Assuris
- By: Assuris
- January 10, 2022 January 10, 2022
- 07:00
COP26 Conference Spotlight: Outcomes, Agreements, and Investment Implications
With the conference in Glasgow now concluded, we look at the key outcomes and agreements from the international representatives who sought to limit the pace…
- By: T. Rowe Price
- December 15, 2021 December 16, 2021
- 09:00
Fitch boosts Canadian coverage
Credit rating agency adding five senior analysts to it Toronto office
- By: James Langton
- November 27, 2018 November 15, 2019
- 10:30
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
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
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
- By: Fiona Collie
- May 16, 2018 November 9, 2019
- 10:00
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
- By: Maddie Johnson
- January 24, 2022 January 24, 2022
- 00:07
Regulatory issues to watch in 2022
Several major initiatives could launch this year
- By: James Langton and Melissa Shin
- January 24, 2022 January 24, 2022
- 00:06
Can clients use an IFA to combat inflation?
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
- By: Equitable Bank
- March 14, 2022 March 14, 2022
- 08:45
Do your clients need an IFA to reduce estate taxes?
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
- By: Equitable Bank
- February 14, 2022 February 14, 2022
- 08:45
How to incorporate insurance lending into your clients’ annual financial checkups
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.
- By: Manulife Bank
- December 13, 2021 November 25, 2021
- 08:00