A referral strategy that works
Cloning your top clients calls for soul searching
- By: Wendy Cuthbert
- November 6, 2013 November 17, 2019
- 11:20
Top Stories in In Depth
IFB Summit: Is the Internet replacing advisors?
Rick Forchuk, special advisor, distribution practices, Empire Life, cites several studies that show that the Internet is not replacing advisors. He explains that consumers are…
- By: Rick Forchuk
- November 6, 2013 April 6, 2019
- 09:45
Deciding when to give clients gifts
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
- By: Tessie Sanci
- November 6, 2013 November 16, 2019
- 06:00
IFB Summit: Online insurance sales no threat to advisors
Given its complex nature, the majority of consumers need advice when purchasing insurance
- By: Megan Harman
- November 5, 2013 April 6, 2019
- 16:25
IFB Summit: Living benefits talk essential for advisors, clients
Address living benefits as part of an annual review of a client’s overall insurance needs
- By: Megan Harman
- November 5, 2013 April 6, 2019
- 14:15
Giving gifts can strengthen relationships with clients
A meaningful gift can leave a lasting impression and remind clients of you year-round
- By: Tessie Sanci
- November 5, 2013 November 16, 2019
- 06:10
Do you have a mission impossible statement?
In part six of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, questions the traditional mission statement, saying there are often long, irrelevant or…
- By: Jim Ruta
- November 4, 2013 October 30, 2019
- 12:30
Money, emotions and succession
A methodical, step-by-step investigation of the many factors involved in retiring from your business can help you to make this difficult decision. There are several…
- By: George Hartman
- October 31, 2013 November 6, 2019
- 23:00
Ruta’s Rules: Power pointing your presentations
In part five of this 12-part series, Jim Ruta, managing partner, LifeAssist Software, explains how to deliver your key points with power to give compelling…
- By: Jim Ruta
- October 29, 2013 October 30, 2019
- 16:05
Insurance agents prepare now for tougher compliance standards
Regulators have begun taking steps to level out the requirements across the financial services industry
- By: Megan Harman
- October 28, 2013 April 6, 2019
- 15:40
Advice industry at breaking point
Choice and access to financial products, services and advice will diminish if compliance costs are not reined in, says Advocis CEO
- By: Fiona Collie
- October 28, 2013 April 6, 2019
- 12:00
Build stronger working relationships with support staff
Kenneth Dick, portfolio manager & branch manager at Canaccord Genuity Wealth Management, gives tips from the field on how advisors can establish stronger relationships with…
- By: Dan Richards, Ken Dick
- October 28, 2013 October 30, 2019
- 05:00
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
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