Three rules of LinkedIn endorsements
Check with compliance and list relevant skills
- By: Tessie Sanci
- November 15, 2013 November 16, 2019
- 11:05
Top Stories in In Depth
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
Equity-income roundtable: Dividend-rich picks in the financial sector
In part two, the managers discuss their investment disciplines and some of their picks in the dividend-rich financial sector
- By: Sonita Horvitch
- November 13, 2013 August 10, 2019
- 14:15
How to court centres of influence
Developing strong referral relationships takes time, patience and a strategy
- By: Wendy Cuthbert
- November 13, 2013 November 16, 2019
- 12:01
Helping businesses set up PRPPs
Since the feds created legislation allowing small and medium-sized businesses to create pooled registered pension plans, few provinces — and firms — have moved to…
- By: Catherine Harris
- November 12, 2013 November 6, 2019
- 15:25
Updating clients on DB plans
Defined-benefit pension plans were once viewed as ironclad. But with such certainties on the wane, clients need their financial advisors to provide updated advice on…
- By: Susan Yellin
- November 12, 2013 November 6, 2019
- 15:18
Annuities fill a critical role
Buying an annuity provides a way to turn assets into an income stream for your client. With workplace pension plans falling in stature, annuities are…
- By: Megan Harman
- November 12, 2013 November 6, 2019
- 15:13
Are changes to the CPP inevitable?
The nature of retirement is changing drastically, and many people are calling on the federal government to make critical changes to the Canada Pension Plan…
- By: Rudy Mezzetta
- November 12, 2013 November 6, 2019
- 15:04
Bonds: A predictable future income
While investment-grade bonds won’t appreciate in an economic climate in which interest rates are expected to rise, correctly chosen bonds can help your clients build…
- By: Andrew Allentuck
- November 12, 2013 November 6, 2019
- 15:01
Building a portfolio with ETFs
Exchange-traded funds allow you to make use of geographical, industry/sector and specialty diversification, as well as a balance of equities and fixed-income, when building retirement…
- By: Dwarka Lakhan
- November 12, 2013 November 6, 2019
- 14:57
Catch-up, top-up or gross-up?
For some clients, an RRSP loan strategy can be an efficient retirement-saving plan. It is key, however, that clients reinvest tax refunds and repay their…
- By: Geoff Kirbyson
- November 12, 2013 November 6, 2019
- 14:52
Converting RRSPs takes planning
Making an efficient shift from accumulation to income calls for astute planning, especially for clients whose retirement income may threaten their OAS eligibility. For these…
- By: Fiona Collie
- November 12, 2013 November 6, 2019
- 14:46
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