Networking: How to walk the fine line
Three ways to be sociable without losing your professionalism
- By: Tessie Sanci
- September 16, 2014 November 17, 2019
- 10:30
Top Stories in In Depth
Fixed-income roundtable: What’s next for interest rates
In part one of this roundtable, fund managers discuss the outlook for interest rates in 2015 and whether Canada will follow the U.S. lead.
- By: Sonita Horvitch
- September 15, 2014 October 21, 2019
- 13:00
Prospering in a world of fee transparency
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, give pragmatic tips on how to prosper in a world of fee transparency and communicate…
- By: Dan Richards
- September 14, 2014 October 30, 2019
- 09:00
Avoiding CASL penalties: Five musts for a due diligence defence
Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, explains how to avoid breaches of Canada's anti-spam…
- By: Patricia Chisholm, Tim Banks
- September 11, 2014 November 16, 2019
- 16:20
Wow your clients with the perfect gift
It’s the personal touch — not the price — that counts
- By: Tessie Sanci
- September 10, 2014 November 17, 2019
- 10:00
Don’t give up on written sales presentations
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains the importance of a written presentation for life insurance sales.…
- By: Jim Ruta
- September 9, 2014 October 30, 2019
- 08:45
Proactive steps in the face of CRM2
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, says CRM2 will have clients increasingly focus on what they pay for the advice they…
- By: Dan Richards
- September 5, 2014 October 30, 2019
- 16:10
Advisors, analysts split on Manulife deal
The acquisition of Standard Life’s Canadian operations is good for the company, but is it positive for advisors?
- By: Megan Harman
- September 5, 2014 October 21, 2019
- 10:00
Moody’s affirms Manulife rating, outlook stable
Standard Life deal will boost wealth management
- By: James Langton
- September 4, 2014 October 21, 2019
- 16:00
Turn client calls into calls to action
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains why “fishing” calls no longer work and offers a new…
- By: Jim Ruta
- September 4, 2014 October 30, 2019
- 10:20
Manulife to acquire Canadian operations of Standard Life
$4 billion deal deepens insurer’s Quebec presence and expands investment capabilities globally
- By: IE Staff
- September 3, 2014 October 21, 2019
- 16:35
How $500 can propel your online presence
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can dramatically elevate your awareness and understanding of social media in a…
- By: Dan Richards
- September 1, 2014 October 30, 2019
- 05:00
2014 Advisors’ Report Card: Behind the numbers
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Advisors’ Report Card.
- By: Pablo Fuchs
- August 22, 2014 October 31, 2019
- 11:45
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