Stiff opposition to fiduciary duty
Almost six in 10 survey participants are opposed to the introduction of a "best interest" standard for financial advisors
- By: Rudy Mezzetta
- March 28, 2014 November 11, 2019
- 11:00
Top Stories in In Depth
Three must-haves for your updated website
Your site must contain resources your audience can use
- By: Tessie Sanci
- March 28, 2014 November 16, 2019
- 10:45
Does your website need a makeover?
Three questions that will tell you whether its time to redo your site
- By: Tessie Sanci
- March 27, 2014 November 16, 2019
- 11:10
How CRM 2 can enhance your clients’ experience
Prema Thiele, partner at Borden Ladner Gervais LLP, breaks down the challenges of implementing the second phase of the Client Relationship Model. She explains how…
- By: Patricia Chisholm, Prema Thiele
- March 24, 2014 October 30, 2019
- 16:20
Ruta’s Rules: A new life insurance business model
Jim Ruta, managing partner and chief sales officer, InforcePRO, proposes a new business model that can dramatically increase the professionalism of the life insurance business.…
- By: Jim Ruta
- March 24, 2014 October 30, 2019
- 05:01
Ruta’s Rules: Boost your business with field underwriting
Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how field underwriting can build your business, forge closer relationships with your clients and increase…
- By: Jim Ruta
- March 17, 2014 October 30, 2019
- 05:10
Using group discussion pages on LinkedIn
Boost your professional reputation with this free tool
- By: Tessie Sanci
- March 14, 2014 November 16, 2019
- 09:00
How to increase referrals by up to 600%
Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies strategies that have been shown to increase referrals by up to 600%. Ruta explains how…
- By: Jim Ruta
- March 9, 2014 October 30, 2019
- 16:00
Five key ways to avoid litigation
In part three of a three-part series, John Fabello, securities lawyer and partner, Torys LLP, explains five key ways for advisors to protect themselves from…
- By: John Fabello, Patricia Chisholm
- March 4, 2014 October 30, 2019
- 11:35
The one thing you must do at the end of every client meeting
Jim Ruta, managing partner and chief sales officer, InforcePRO, gives tips on how to set up the next appointment with a client during your current…
- By: Jim Ruta
- March 2, 2014 October 30, 2019
- 17:00
What to do if a client launches a lawsuit
Taking the right steps when a client sues can enhance your chances of success - and reduce the stress of litigation
- By: Fiona Collie
- March 1, 2014 October 30, 2019
- 00:00
Use income-splitting for tax savings now
In part three of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce’s wealth advisory services…
- By: Jamie Golombek
- February 26, 2014 October 31, 2019
- 12:35
How to build and maintain relationships in your COI network
April-Lynn Levitt, coach with the Personal Coach, delves into specifics on how to build and maintain the relationships that provide a powerful centre of influence…
- By: Fiona Collie, April-Lynn Levitt
- February 25, 2014 October 30, 2019
- 16:51
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 10, 2026
- 08:00
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
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