Beat the online competition
Whether you view "robo-advisors" as a big overreach by technology or a boon to efficiency and value, there are strategies you can use to hold…
- By: Dan Richards
- December 15, 2014 November 6, 2019
- 00:00
Top Stories in In Depth
Bringing the world home to clients
Financial advisor Daniel Roy, a retirement specialist, uses the knowledge gained from his part-time activities in the Armed Forces and related education to keep an…
- By: Tessie Sanci
- December 15, 2014 November 6, 2019
- 00:00
A family approach to philanthropy
Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility
- By: Rudy Mezzetta
- December 11, 2014 October 31, 2019
- 15:55
Navigating new rules on estate donations
Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget
- By: Rudy Mezzetta
- December 10, 2014 October 31, 2019
- 16:25
Giving securities for tax savings
When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits
- By: Rudy Mezzetta
- December 9, 2014 October 31, 2019
- 15:35
New CLHIA rules can boost your performance
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, soothes concerns that the new advisor compliance regime from the Canadian…
- By: Jim Ruta
- December 9, 2014 October 30, 2019
- 15:05
The five ‘Cs’ of social media
You don’t have to be an expert to make social media an effective part of your marketing strategy
- By: Tessie Sanci
- December 8, 2014 November 16, 2019
- 10:50
‘Healthspan’ vs lifespan
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that as average life expectancies rise, quality of life, or ‘healthspan’, is becoming a…
- By: Dan Richards
- December 8, 2014 October 30, 2019
- 06:15
Clients aren’t anyone’s property
When an advisor switches firms, it’s the investor’s choice whether to stay or follow. Nothing should interfere with that
- By: Neil Gross
- December 8, 2014 November 10, 2019
- 06:00
Guide to client gifting
Consider an organized strategy and, at the very least, send a card
- By: JoAnne Sommers
- December 5, 2014 November 17, 2019
- 11:41
Global equity roundtable: Part three
What the managers look for when investing without borders
- By: Sonita Horvitch
- December 5, 2014 October 21, 2019
- 11:30
A staff party with pizzazz
Say thanks to your team with fun and gifts
- By: Tessie Sanci
- December 4, 2014 October 30, 2019
- 13:20
Enthusiasm is catching
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why advisor enthusiasm inspires clients and prospects, and attracts new…
- By: Jim Ruta
- December 3, 2014 October 30, 2019
- 13:40
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 08:00
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
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
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
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