Technology: Advisors go mobile
Survey says handheld devices make advisors more effective
- By: Megan Harman
- June 19, 2014 October 21, 2019
- 23:00
Top Stories in In Depth
2014 Report Card on Banks & CUs main chart
How advisors rated their firms
- By: IE Staff
- June 19, 2014 October 31, 2019
- 23:00
The fight to keep assets
Advisors ramp up client rosters to stem their losses in AUM
- By: James Langton
- June 19, 2014 October 31, 2019
- 23:00
Variety in product shelf commended
Having a diverse list of products available - including a steady stream of carefully selected new ones - is a big help to advisors
- By: Jacob Boon
- June 19, 2014 October 31, 2019
- 23:00
Marketing support not up to snuff
For a variety of reasons, most advisors say their firms' marketing support efforts have fallen flat
- By: Leah Golob
- June 19, 2014 October 31, 2019
- 23:00
Better mix needed in compensation
Advisors want to be recognized and appreciated for their work, but it must be balanced with strong, competitive pay
- By: Rudy Mezzetta
- June 19, 2014 October 31, 2019
- 23:00
Why specializing in life insurance makes sense
In part six of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains why specializing in life insurance can lead to best results for advisors…
- By: Jim Ruta
- June 17, 2014 October 30, 2019
- 11:30
Advisors are not magicians
How to deal with clients who have not saved enough for retirement
- By: Ellen Bessner
- June 16, 2014 November 14, 2019
- 05:00
How an advisor website leads to one new client a week
In part 11 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how an investment management firm in Syracuse developed a website that delivers just…
- By: Dan Richards
- June 15, 2014 October 30, 2019
- 17:15
CIFPs 2014: Discussing estate planning risks with clients
Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
- By: Christy Sandles
- June 13, 2014 October 31, 2019
- 08:30
This summer, try a new client-service strategy
Developing a unique plan for each client can boost your revenue
- By: Tessie Sanci
- June 12, 2014 October 30, 2019
- 09:51
List your value to clients
When your clients completely understand your services, your perceived value to them increases
- By: Fiona Collie
- June 11, 2014 November 17, 2019
- 10:40
Get out and connect with people
Summer is a good time to go out with your clients, your COIs and your team
- By: Tessie Sanci
- June 11, 2014 October 30, 2019
- 09:50
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