Senior marriages need caution
Longer, healthier lives are leading to more late-life marriages. But the financial implications can devastate families
- By: Clare O’Hara
- November 12, 2013 November 6, 2019
- 14:20
Top Stories in In Depth
Powering Ahead: The next wave of seniors vow to live long — and prosper
Get ready for a whole new world of advising. With life expectancies now commonly stretching well into the 90s, financial advisors need to update their…
- By: Jade Hemeon
- November 12, 2013 November 6, 2019
- 14:11
For love and money: Working seniors
Many boomers are reluctant to stop working. Increasingly, fewer have to
- By: Susan Yellin
- November 12, 2013 November 6, 2019
- 14:06
Home, sweet home. Is it doable?
More and more boomer clients are vowing to avoid the traditional decision to downsize out of their longtime home
- By: Catherine Harris
- November 12, 2013 November 6, 2019
- 14:01
Seniors’ guidelines coming
Regulators are reporting a large number of complaints involving seniors’ accounts. Following a recent meeting on the issue, they are developing new guidance for advisors
- By: Rosemary McCracken
- November 12, 2013 November 6, 2019
- 13:46
Ruta’s Rules: Are your sales gimmick-based or values-based?
In part seven of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, asserts that gimmick-based life insurance selling can harm your sales and practice.…
- By: Jim Ruta
- November 11, 2013 October 30, 2019
- 16:25
Equity-income roundtable: The changing interest rate environment
Part one of three-part discussion with three equity-income fund managers
- By: Sonita Horvitch
- November 11, 2013 April 6, 2019
- 10:40
IFB Summit: Retirement income planning adds value to client relationship
Daryl Diamond, retirement income planner, Diamond Retirement Ltd., explains that retirement income planning — managing income streams during de-accumulation in a proper and tax-efficient way…
- By: Daryl Diamond
- November 8, 2013 April 6, 2019
- 10:30
Fine-tuning your referral process
Don’t over-emphasize your quest for new business
- By: Wendy Cuthbert
- November 7, 2013 November 17, 2019
- 11:25
IFB Summit: Two top regulatory issues facing advisors
David Di Paulo, securities litigation partner, Borden Ladner Gervais, discusses two major regulatory concerns facing advisors. He discusses the impact of current legislative changes regarding…
- By: David Di Paulo
- November 7, 2013 April 6, 2019
- 10:30
Choosing meaningful gifts
Learn details of clients’ lives to get inspiration for gifts that will be enjoyed
- By: Tessie Sanci
- November 7, 2013 November 16, 2019
- 06:00
IFB Summit: Regulators look to reviews
The new emphasis on reviews is part of a broader effort by regulators to make rules based on evidence
- By: Megan Harman
- November 6, 2013 April 6, 2019
- 17:10
IFB Summit: OBAs in compliance spotlight
Dealers and advisors should take steps to ensure they’re operating in compliance with rules governing outside business activities
- By: Megan Harman
- November 6, 2013 April 6, 2019
- 11:50
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