Year-end review: accentuate the positive
A three-part series on conducting a year-end review of your practice
- By: Tessie Sanci
- December 16, 2013 October 30, 2019
- 10:41
Top Stories in In Depth
How to choose a successor
It can be gratifying to discover that several advisors are interested in taking over your book and willing to spend time getting to know you…
- By: George Hartman
- December 16, 2013 November 6, 2019
- 00:00
Year-end review: your communications strategy
Before you start thinking about your goals and resolutions for the new year, take a critical look at the methods you have used throughout the…
- By: Tessie Sanci
- December 13, 2013 November 17, 2019
- 10:40
Understanding charitable giving structures
Foundations and donor-advised funds can offer advantages over direct charitable donations
- By: Rudy Mezzetta
- December 12, 2013 October 31, 2019
- 15:50
Year-end review: your marketing strategy
Find out what works and what deserves more resources
- By: Tessie Sanci
- December 12, 2013 November 16, 2019
- 11:35
Triggers and strategies for philanthropic giving
Malcolm Burrows, head of philanthropic advisory services at Scotia Private Client Group, discusses how to identify triggers and life events when clients will require your…
- By: Malcolm Burrows
- December 12, 2013 October 31, 2019
- 09:35
Identifying the right charitable strategies for your clients
Understand your clients’ goals and consider the tax implications when discussing charitable giving
- By: Rudy Mezzetta
- December 11, 2013 October 31, 2019
- 16:50
Retirement planning for affluent women and conquering ‘bag lady syndrome’
Sandra Pierce, SVP, director, investment advisor, The Fox Pierce Segal Group with Richardson GMP Ltd., talks about “bag lady syndrome” — the fear many affluent…
- By: Dan Richards, Sandra Pierce
- December 10, 2013 October 30, 2019
- 09:11
Identifying clients who are inclined to give
Recognize the life events that can trigger a client’s desire to make a charitable donation
- By: Rudy Mezzetta
- December 10, 2013 October 31, 2019
- 07:00
Ruta’s Rules: The perfect way to start a sales call
In part 11 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains the perfect way to start every client interview, with a phrase…
- By: Jim Ruta
- December 8, 2013 October 30, 2019
- 11:00
U.S. equity roundtable: Managers expect aerospace stocks to gain altitude
In part three of the U.S. equities roundtable, the managers list their picks in the industrial, consumer and financial sectors
- By: Sonita Horvitch
- December 6, 2013 October 15, 2019
- 10:15
U.S. equity roundtable: Picks in technology and health care
In part two of Morningstar’s U.S. equities roundtable, the managers explain their stock-selection process and talk about picks they’ve made in the information-technology and health-care…
- By: Sonita Horvitch
- December 5, 2013 October 15, 2019
- 11:20
Helping clients through a ‘grey divorce’
Eva Sachs, divorce planner, and Marion Korn, family lawyer and mediator, Mutual Solutions, discuss their book, “When Harry left Sally: Finding your way through grey…
- By: Dan Richards, Eva Sachs, Marion Korn
- December 3, 2013 October 30, 2019
- 16:20
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