Rethinking COIs
Focus on professional services for your clients, not just referrals
- By: Tessie Sanci
- November 12, 2014 October 30, 2019
- 11:55
Top Stories in In Depth
Eight tips for a successful study group
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the benefits of study groups for your practice. He gives…
- By: Jim Ruta
- November 12, 2014 October 30, 2019
- 06:00
The top five ways to motivate your team
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains the top five ways to motivate your team, based on extensive research from noted…
- By: Dan Richards
- November 10, 2014 October 30, 2019
- 08:20
What needs to be said about what not to say
If CRM2 is to be a game-changer for investors, it must not be diluted by the artful use of spin or information overload
- By: Neil Gross
- November 10, 2014 November 10, 2019
- 06:00
The changing face of retirement
Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and…
- By: Peter Drake
- November 7, 2014 October 31, 2019
- 09:25
Bonds can improve portfolio stability
Although bond funds can be unpredictable, and generally perform less well than equities, careful selection and an eye on factors such as interest rates and…
- By: Andrew Allentuck
- November 7, 2014 November 6, 2019
- 00:00
Help clients to maximize their savings
There are various strategies that you can employ to ensure that clients' retirement savings last longer - and that they pay less taxes in the…
- By: Catherine Harris
- November 7, 2014 November 6, 2019
- 00:00
Working in retirement
For many clients, working while collecting government and pension benefits is an appropriate solution to an income shortfall
- By: Susan Yellin
- November 7, 2014 November 6, 2019
- 00:00
Tough choices
Longer, more vigorous lives, combined with increasingly unpredictable markets and interest rates, demand flexibility, resourcefulness and expertise from financial planners
- By: Jade Hemeon
- November 7, 2014 November 6, 2019
- 00:00
Pension plan or tax?
While the proposed Ontario Retirement Pension Plan is receiving some nods, critics argue that mandatory contributions may hurt employers
- By: Catherine Harris
- November 7, 2014 November 6, 2019
- 00:00
Staying in the game: Why it’s the best strategy for retirement
Investing statistics consistently show that continuing to hold equities during the long decades of retirement - with an eye to prudence - is a better…
- By: Jade Hemeon
- November 7, 2014 November 6, 2019
- 00:00
Credit where it’s due
Make sure clients over the age of 65 take steps to trigger the pension income credit. The often overlooked credit can present tax-planning opportunities
- By: Rudy Mezzetta
- November 7, 2014 November 6, 2019
- 00:00
Avoiding RRSP season’s stress
RRSP season can bring on a hectic schedule of client meetings, late nights and other obligations. If you aren’t prepared, you could be left feeling…
- By: Clare O’Hara
- November 7, 2014 November 6, 2019
- 00:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
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
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