Move up the learning curve with a mentor
In a business that can feel isolating, a mentor can provide ongoing guidance and expertise
- By: Tessie Sanci
- January 22, 2014 October 30, 2019
- 09:00
Top Stories in In Depth
Demonstrate credibility with designations
As clients ask more questions about the qualifications of advisors, designations can help you stand out
- By: Tessie Sanci
- January 21, 2014 October 30, 2019
- 11:00
Ruta’s Rules: Achieve more by doing less
In part three of this weekly series Jim Ruta, managing partner, LifeAssist Software, explains the five top things advisors do that slow their productivity. He…
- By: Jim Ruta
- January 19, 2014 October 30, 2019
- 13:50
Natural resources equity roundtable: Weighing in on the energy heavyweights
In part three, the managers outline their portfolio strategies and share their views on several of the biggest names in Canada’s energy sector
- By: Sonita Horvitch
- January 17, 2014 October 15, 2019
- 10:00
Natural resources equity roundtable: Copper and zinc outshine gold
In part two of the roundtable, the managers discuss the challenges facing the Canadian energy sector, share their thoughts on materials
- By: Sonita Horvitch
- January 16, 2014 October 15, 2019
- 12:30
Growing exports should help stocks
With stronger growth globally as well as here in Canada, fund portfolio managers are paying close attention to cyclical stocks, such as those in the…
- By: Fiona Collie
- January 15, 2014 November 6, 2019
- 00:00
Tepid year expected for resources
Some fund portfolio managers are focusing on stock selection in this tough environment. However, commodity prices should start to improve in 2015 as growth in…
- By: Catherine Harris
- January 15, 2014 November 6, 2019
- 00:00
Regulatory reforms will begin to bite
Financial services firms and their regulators will be working to finalize and implement major regulatory reforms rule-makers also will be assessing the impact of recently…
- By: James Langton
- January 15, 2014 November 6, 2019
- 00:00
The strengthening U.S. dollar
Canadian investors can benefit from the anticipated rise of the U.S. dollar this year. But the picture is murky if your clients have exposure to…
- By: Catherine Harris
- January 15, 2014 November 6, 2019
- 00:00
Emerging markets set to improve
Despite a subdued outlook, portfolio managers predict emerging markets will show improvement over last year. The challenge will be in picking stocks and sectors rather…
- By: Dwarka Lakhan
- January 15, 2014 November 6, 2019
- 00:00
Some bad omens for bonds
A rise in long-term interest rates amid the end of the Fed's quantitative easing program will make it more difficult to find the point at…
- By: Andrew Allentuck
- January 15, 2014 November 6, 2019
- 00:00
Rewards come with notable risks
Although corporate, high-yield and global bonds offer a substantial pickup in yield over Government of Canada bonds, these higher-return issues come with their fair share…
- By: Andrew Allentuck
- January 15, 2014 November 6, 2019
- 00:00
Outlook 2014: A good year for stocks
But perhaps not so great for fixed-income
- By: Catherine Harris
- January 15, 2014 October 19, 2019
- 00:00
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