Financial services regulations to be updated in several areas
Promises include more consultation, fostering of bank competition and relief for compliance burdens
- By: James Langton
- February 11, 2014 October 21, 2019
- 16:30
Top Stories in In Depth
Budget 2014: Elimination of immigrant trusts
Jamie Golombek, managing director, tax and estate planning, CIBC Private Wealth Management, reports that Budget 2014 proposes an immediate end to the 60-month exemption on…
- By: Jamie Golombek
- February 11, 2014 October 21, 2019
- 16:25
Branding 4: Spreading the word
Share your message across all digital platforms
- By: Tessie Sanci
- February 10, 2014 November 16, 2019
- 12:41
Use the three pillars of insurance to boost sales
Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses how life insurance protects clients from three risks in life: living too long; dying too…
- By: Jim Ruta
- February 9, 2014 October 30, 2019
- 11:25
Branding 3: Communicating depth
Explain your expertise to clients
- By: Tessie Sanci
- February 7, 2014 November 16, 2019
- 11:35
Top three ways to protect yourself from rising litigation risk
In part one of this three-part series, John Fabello, securities lawyer and partner, Torys LLP, explains that regulatory scrutiny and alternative dispute resolution proceedings are…
- By: Patricia Chisholm, John Fabello
- February 7, 2014 October 30, 2019
- 10:35
Branding 2: Differentiate yourself
Focus on the “store,” not the products
- By: Tessie Sanci
- February 6, 2014 November 16, 2019
- 11:25
Fiera Capital CEO honoured
Investment Executive’s sister publication names Jean-Guy Desjardins the 2013 Quebec Financial Person of the Year
- By: IE Staff
- February 5, 2014 October 21, 2019
- 15:00
Begin building your brand
Step 1: Identify your strengths as an advisor
- By: Tessie Sanci
- February 5, 2014 November 16, 2019
- 11:50
Encourage tax-gain donating throughout the year
In part two of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how to help clients by…
- By: Jamie Golombek
- February 5, 2014 October 31, 2019
- 07:30
Ruta’s Rules: Four keys to being more referable
Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies the four essential strategies that have been proven to bring more referrals — and explains…
- By: Jim Ruta
- February 2, 2014 October 30, 2019
- 17:25
Manitoba continues to battle for jobs
Although the province's diverse economy adds stability, it is suffering from a range of issues that make strong GDP growth elusive
- By: Geoff Kirbyson
- February 1, 2014 October 26, 2019
- 00:00
Quebec consumers still cautious
With the housing market down and consumer spending tepid, exports and investment must be the drivers of growth
- By: Megan Harman
- February 1, 2014 October 26, 2019
- 00:00
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