CRM 2 reforms now in effect
Amendments ensure all investors receive the same information about the cost and performance of their investments
- By: James Langton
- July 16, 2013 January 19, 2018
- 13:00
Top Stories in In Depth
Launch your plan with flair
Use an e-newsletter to attract attention and get other elements up and running
- By: Brent Jolly
- July 16, 2013 November 17, 2019
- 09:00
Building a solid communications inventory
You need to have a variety of content that you created as well as from third-parties to engage your readers and make your communication plan…
- By: Brent Jolly
- July 15, 2013 November 17, 2019
- 10:50
Implementing CRM 2: Practical tips for advisors
Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, gives practical tips on how to meet the complex…
- By: Rebecca Cowdery, Paula Virany
- July 15, 2013 December 19, 2017
- 05:30
Keeping your communication plan simple
Finding the “sweet spot” of balancing your goals with a clear plan on how to communicate them is critical
- By: Brent Jolly
- July 12, 2013 November 17, 2019
- 09:00
How to establish a communication plan
Having such a plan in place effectively lets your audience know when and how they can expect to hear from you
- By: Brent Jolly
- July 11, 2013 November 17, 2019
- 09:05
Successful marketing using designations
In part three of the 10-part series Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, gives three tips on successfully using designations in your…
- By: Jim Ruta
- July 10, 2013 October 30, 2019
- 09:30
CRM 2: Competing products, different rules?
Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, discusses industry concerns that CRM 2 (in effect July…
- By: Rebecca Cowdery
- July 8, 2013 December 19, 2017
- 13:45
Helping adult children – but not too much
Advisors can provide valuable counter-balance when boomerang children lean on aging parents
- By: Brent Jolly
- July 5, 2013 October 31, 2019
- 10:10
Ruta’s Rules: Five tips for an effective client engagement document
Studies show that fewer than 20% of advisors engage their clients in writing -- despite the legal requirement to do so. Jim Ruta, president and…
- By: Jim Ruta
- July 4, 2013 October 30, 2019
- 07:30
Beyond Registered Education Savings Plans
There are several ways to increase savings for education after RESP limits have been reached
- By: Brent Jolly
- July 3, 2013 October 31, 2019
- 11:30
First phase of CRM 2 takes effect July 15
Rebecca Cowdery, partner at Borden Ladner Gervais and a specialist in the regulation of investment funds, explains the impact of the new CRM 2 regulations…
- By: Rebecca Cowdery, Paula Virany
- July 2, 2013 December 19, 2017
- 14:50
Reaping the many benefits of RESPs
Many clients will appreciate your help navigating the challenges of saving for post-secondary education
- By: Brent Jolly
- July 2, 2013 October 31, 2019
- 11:45
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