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
Top Stories in In Depth
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
A referral strategy that works
Cloning your top clients calls for soul searching
- By: Wendy Cuthbert
- November 6, 2013 November 17, 2019
- 11:20
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
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