U.S. equity roundtable: How managers hope to build on this year’s strong gains
Part one of a three-part discussion with three U.S. fund managers
- By: Sonita Horvitch
- December 2, 2013 October 15, 2019
- 12:10
Top Stories in In Depth
Ruta’s Rules: Use an accountability partner to help set and keep goals
In part 10 of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to use an “accountability partner” for help in setting and…
- By: Jim Ruta
- December 2, 2013 October 30, 2019
- 06:15
Planning your exit: When and how
You don't have to have a transition date chiselled in stone, but you should have an approximate target for your departure from your business. Then,…
- By: George Hartman
- November 29, 2013 November 6, 2019
- 00:00
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
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
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 15, 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