Tackling the conversation
Many firms are developing guidelines and forms for advisors to talk to clients about the costs OF their investments
- By: Tessie Sanci
- October 14, 2014 November 7, 2019
- 23:00
Top Stories in In Depth
Exempt test for life policies revised
The Department of Finance Canada has proposed revisions to the tax rules that limit how much clients can hold in the cash portion of their…
- By: Megan Harman
- October 14, 2014 November 6, 2019
- 23:00
ReInventing the client relationship
Discussions about fees will require a new approach under CRM2
- By: Jade Hemeon
- October 14, 2014 November 7, 2019
- 23:00
Yearend tax tips
Now is a good time to review strategies - such as those involving charitable donations and TFSAs - that are affected by the end of…
- By: Clare O’Hara
- October 14, 2014 November 6, 2019
- 23:00
Emerging Markets: Best investment opportunities
Bhim Asdhir, founder and president of Excel Funds Management, explains trends of demographics, valuations and infrastructure in emerging markets that point to future growth. Asdhir…
- By: Bhim Asdhir
- October 10, 2014 October 21, 2019
- 13:10
Rookies: Run your practice like a business
Focus on revenue and profitability — as well as service
- By: Dwarka Lakhan
- October 9, 2014 October 30, 2019
- 10:20
Pre-approach letters more useful than ever
In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why pre-approach letters work. He gives specific examples of headlines…
- By: Jim Ruta
- October 9, 2014 October 30, 2019
- 09:30
Why reputation trumps referrals
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites new research that shows that reputation is more important than referrals for boosting clientele.…
- By: Dan Richards
- October 6, 2014 October 30, 2019
- 05:15
Fund Facts POS delivery rule coming in December?
Confirmation of receipt made easier for clients
- By: Fiona Collie
- October 1, 2014 October 21, 2019
- 08:05
Selling your book? Work with an expert
The complexities of a sale make it critical for advisors to work with accountants and lawyers
- By: Fiona Collie
- September 30, 2014 October 21, 2019
- 10:15
IE 25th Anniversary Video
Investment Executive celebrates its 25th anniversary this year. In recognition of that milestone, we have created a video featuring the front pages from each issue,…
- By: Paula Virany
- September 30, 2014 October 21, 2019
- 08:21
Succession planning: Stuck in the ‘Terrible Toos’
Only 40% of advisors have given the idea of succession some kind of thought
- By: Fiona Collie
- September 30, 2014 October 21, 2019
- 07:00
Demographic trends yield opportunities in emerging markets
- By: Bhim Asdhir
- September 29, 2014 October 21, 2019
- 13:25
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