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Daydreaming young couple at home

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
graph with canadian flag

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
Driftwood on beach on Nanaimo Vancouver island British Columbia Canada

Lessons learned after the B.C. floods

There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role

  • By: Brian Lewis
  • January 24, 2022 January 24, 2022
  • 00:08
staying connected during covid

Staying connected as Covid persists

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

outlook 2022

Regulatory issues to watch in 2022

Several major initiatives could launch this year

Compliance Legal Rule Compliancy Conformity Concept

Top priority for regulators should be SRO reform

Editorial: Now, they need to ensure it’s done right.

  • By: IE Staff
  • January 24, 2022 January 24, 2022
  • 00:05

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

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…

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…

Moving the client experience forward with the power of the cloud

This article from Microsoft Canada highlights how Canaccord Genuity is leveraging Microsoft Azure to enhance its client experience and drive digital transformation.

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

Crypto and real estate provide portfolio hedges

Clients with windfalls need to diversify and mitigate risk

Knowing your practice means understanding the numbers

In order to assess the value of your business, you must look beyond AUM, revenue and expenses

A win/win proposition

Clients don’t have to give up returns to embrace RI

  • By: Leah Golob
  • January 6, 2020 October 29, 2019
  • 00:01

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.

What are the top 10 things advisors must know about insurance lending?

Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.

What are the most important factors when selecting an IFA provider?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing…