Web exclusive: Rethinking the 4% rule
The assumption that a retired client should withdraw 4% from his or her portfolio annually is losing credibility among advisors and economists
- By: David Israelson
- November 7, 2014 October 31, 2019
- 00:00
Top Stories in In Depth
Snowbirds should check rules
Canadian clients who spend significant amounts of time outside the country every year risk losing their health benefits, as well as possibly facing negative tax…
- By: Rudy Mezzetta
- November 7, 2014 November 6, 2019
- 00:00
Understanding the overcontribution rules
Tax rules allow for inadvertent overcontributions to a client's RRSP, which can grow tax-free for decades. But there are strict limits on the amount -…
- By: Dwarka Lakhan
- November 7, 2014 November 6, 2019
- 00:00
Security of guaranteed income
Clients worried about outliving their money can receive steady income, but these products are not all the same - some comparison shopping is recommended. And…
- By: Susan Yellin
- November 7, 2014 November 6, 2019
- 00:00
Indexed annuities come with costs
To offset inflation within an annuity, some insurers offer an indexing option, in which the payments that a client receives increase over time. But this…
- By: Megan Harman
- November 7, 2014 November 6, 2019
- 00:00
Debt is changing retirement
More Canadians are retiring with debt than ever before. Although this situation is not ideal, it can make sense for some clients - but only…
- By: Geoff Kirbyson
- November 7, 2014 November 6, 2019
- 00:00
Helping clients to avoid mistakes
There are many errors that clients make while planning for their retirement. Many are related to their finances - including poor cash-flow planning and taking…
- By: David Israelson
- November 7, 2014 November 6, 2019
- 00:00
Competing with the DIY alternatives
Four ways to demonstrate your value to clients
- By: Tessie Sanci
- November 6, 2014 November 17, 2019
- 11:50
A daily LinkedIn routine
Just 15 minutes can increase your profile with clients, prospects and COIs
- By: Tessie Sanci
- November 4, 2014 November 16, 2019
- 11:10
Should you sell yourself life insurance?
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains the downside of selling yourself life insurance. He gives tips…
- By: Jim Ruta
- November 4, 2014 October 30, 2019
- 08:30
What Air Canada can teach you about top clients
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that Air Canada can teach advisors a lot about how to make top clients…
- By: Dan Richards
- November 3, 2014 October 30, 2019
- 08:30
Canadian equity roundtable: Managers find good values in energy sector
The managers discuss large-cap strategies in non-bank financials, energy, industrials and telecommunications.
- By: Sonita Horvitch
- October 31, 2014 October 21, 2019
- 09:40
Canadian equity roundtable: Managers share their views on the Big Five banks
In part two of the roundtable, the managers share their views on Canada’s major banks and their top management.
- By: Sonita Horvitch
- October 30, 2014 October 21, 2019
- 09:40
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