Back office remains a big concern
Year after year, advisors say their firms fail to live up to expectations when it comes to their back-office departments - and this year is…
- By: Tessie Sanci
- April 24, 2014 November 6, 2019
- 23:00
Top Stories in In Depth
Firms, advisors readying for CRM 2
Advisors and their executives are on the same page when they say the pace of regulatory reform has been overwhelming. But only those firms that…
- By: Megan Harman
- April 24, 2014 November 6, 2019
- 23:00
A tale of two brokerage worlds
Bank-owned investment dealers rule the roost when it comes to size and scope, but independent brokerages are praised for their ability to establish and maintain…
- By: Rudy Mezzetta
- April 24, 2014 November 6, 2019
- 23:00
Lacklustre pay miffs advisors
Substantial growth in advisors' books of business in this year's Report Card has not translated into bigger paycheques. The percentage of advisors earning more than…
- By: Fiona Collie
- April 24, 2014 November 6, 2019
- 23:00
How to build rapport using social media
Engage your audience by providing valuable content
- By: JoAnne Sommers
- April 24, 2014 November 16, 2019
- 11:30
Design a successful and compliant advisor social media strategy
Paula Hewitt, head of legal at Dundee Goodman Private Wealth, gives pointers on how to create a successful and compliant social media strategy. She lists…
- By: Clare O’Hara, Paula Hewitt
- April 22, 2014 November 16, 2019
- 12:50
How to make your message 22 times more memorable
In part four of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how storytelling makes client presentations more memorable. He outlines four steps to telling…
- By: Dan Richards
- April 21, 2014 October 30, 2019
- 08:35
Who are advisors to protect seniors from?
Although it’s unfair for advisors to shoulder the burden of watching over senior clients’ financial safety, the regulators are leaning on advisors — understand this…
- By: Ellen Bessner
- April 21, 2014 November 14, 2019
- 05:00
Effective communication: The power of visuals
In part three, Dan Richards, CEO, Client Insights, explains the powerful impact that visuals have in client communications. He runs though advantages of imagistic communication…
- By: Dan Richards
- April 13, 2014 October 30, 2019
- 15:50
Using ETFs in portfolios
Deborah Fuhr, managing partner and co-founder ETFGI, discusses the rise of exchange-traded funds, their impact on portfolio management and which ETF strategies work best for…
- By: Deborah Fuhr
- April 10, 2014 October 21, 2019
- 11:30
Turn prospects into clients … and referrals
Once you have developing trust with prospects, you can take steps to make them clients — and advocates of your services
- By: Tessie Sanci
- April 9, 2014 November 17, 2019
- 10:40
Gaining trust requires patience
Engage your audience, capture information and demonstrate your skills
- By: Tessie Sanci
- April 8, 2014 November 17, 2019
- 10:30
How to build a ‘trust framework’
Communicate your brand and demonstrate how you can help your clients
- By: Tessie Sanci
- April 7, 2014 November 17, 2019
- 11:00
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
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