IAFP Symposium: Prompt a discussion on life goals
Extra attention to discovery and goal setting boosts client retention
- By: Fiona Collie
- October 3, 2013 February 12, 2019
- 14:30
Top Stories in In Depth
IAFP Symposium: Making the case for global investing
For a properly diversified global equity portfolio, Canadian investors need companies in sectors other than financials or energy
- By: Fiona Collie
- October 3, 2013 February 12, 2019
- 07:30
Ruta’s Rules: Five tips for better business cards
In Part 1 of a 12-part series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, takes a comedic look at how business cards are used…
- By: Jim Ruta
- October 2, 2013 October 30, 2019
- 14:25
A one-day event that made a big impact
Donna Worthington, Investment Planning Counsel, Edmonton, explains how a one-day event that raised $18,000 for the Canadian Breast Cancer Society, led to increased credibility in…
- By: Dan Richards, Donna Worthington
- September 30, 2013 October 30, 2019
- 05:30
Portfolio construction and ETF trends
Pat Chiefalo, director of ETF Research and Strategy at National Bank Financial, discusses portfolio strategy for exchange traded funds and the future of ETF and…
- By: Pat Chiefalo
- September 26, 2013 February 12, 2019
- 09:40
Defying volatility with ETFs
Low volatility ETFs can offer comfort to clients concerned about a stock market correction
- By: Jade Hemeon
- September 25, 2013 February 12, 2019
- 15:00
The expanding choice of ETFs
Pat Chiefalo, director of ETF research and strategy at National Bank Financial, talks about recent innovations in exchange traded funds, the income side of ETFs,…
- By: Pat Chiefalo
- September 25, 2013 February 12, 2019
- 10:50
Protect against rising interest rates with ETFs
Floating rate bond funds and various other fixed-income ETFs can reduce exposure to rising rates
- By: Jade Hemeon
- September 24, 2013 February 12, 2019
- 13:55
Product innovation fuels growth in ETFs
Investors embrace funds with exposure to preferred shares, international equities
- By: Jade Hemeon
- September 23, 2013 February 12, 2019
- 11:50
How publishing a book led to more clients
Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new requests for financial plans and a new million…
- By: Dan Richards, Gerard Hass
- September 23, 2013 October 30, 2019
- 09:30
European equities roundtable: Financial stocks recover as fears subside
Three global equities manager share their stock picks
- By: Sonita Horvitch
- September 20, 2013 February 12, 2019
- 13:30
Plan your exit sooner, not later
The leading edge of the baby-boomer generation is starting to retire, and that includes many financial advisors. While most senior advisors are in their mid-…
- By: George Hartman
- September 19, 2013 November 6, 2019
- 23:00
European equities roundtable: Why European stocks have room to run
Three global equity managers compare and contrast the outlook for various markets
- By: Sonita Horvitch
- September 18, 2013 February 12, 2019
- 14:35
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 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 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