Reinventing retirement income products
A new generation of products caters to clients who want guaranteed income, with some upside potential
- By: Megan Harman
- November 27, 2013 August 10, 2019
- 15:30
Top Stories in In Depth
Ruta’s Rules: A new take on needs analysis
In part nine of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asks, why are we so concerned about self-insurance? He offers a different…
- By: Jim Ruta
- November 27, 2013 October 30, 2019
- 08:10
Have annuity rates lost their lustre?
Although low interest rates have punished annuity payouts, there are advantages in buying annuities now
- By: Megan Harman
- November 26, 2013 August 10, 2019
- 16:20
The appeal of annuities
They may not be exciting, but annuities can play an important role in retirement – especially for clients who are worried about outliving their money
- By: Megan Harman
- November 25, 2013 August 10, 2019
- 15:00
Strategies for helping elderly clients
Susan Levesque, vice president, National Bank Financial, discusses how she communicates effectively with clients and their families, focuses attention on estate planning, and encourages the…
- By: Dan Richards, Susan Levesque
- November 25, 2013 October 30, 2019
- 06:15
Term certain annuities: A high-return guaranteed income option
Peter Wouters, director of tax and estate planning, Wealth, Empire Life Investments Inc., discusses how term certain annuities work and how they differ from life…
- By: Peter Wouters
- November 22, 2013 August 10, 2019
- 14:35
Ruta’s Rules: How to break into the business market
In part eight of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to enter the business market, even if you are not…
- By: Jim Ruta
- November 19, 2013 October 30, 2019
- 17:10
Five must-haves for your LinkedIn profile
Tell your story and make use of the site’s valuable tools
- By: Tessie Sanci
- November 18, 2013 November 16, 2019
- 11:10
Should you ignore market forecasts?
Michael Nairne, president and chief investment officer of Tacita Capital, discusses the efficacy of forecasting for financial markets. He explains which measures do and do…
- By: Dan Richards, Michael Nairne
- November 17, 2013 October 30, 2019
- 17:00
Equity-income roundtable: Dividend picks in non-financial sectors
In part three, the panellists offer picks in among energy, telecom and utilities stocks
- By: Sonita Horvitch
- November 15, 2013 August 10, 2019
- 14:50
Three rules of LinkedIn endorsements
Check with compliance and list relevant skills
- By: Tessie Sanci
- November 15, 2013 November 16, 2019
- 11:05
The unwritten rules of giving gifts to clients
Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer…
- By: Sylvia Garibaldi
- November 15, 2013 November 17, 2019
- 06:51
Use LinkedIn as a prospecting tool
Be patient and know when to ask for an introduction
- By: Tessie Sanci
- November 14, 2013 November 16, 2019
- 12:10
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
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 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
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