Running a profitable practice: Focus on revenue
Impressive AUM means little if it is not generating profit for your business
- By: Brent Jolly
- June 19, 2013 October 30, 2019
- 10:20
Top Stories in In Depth
Use SRI strategies to build your business
Sucheta Rajagopal, investment advisor and portfolio manager with Hampton Securities Ltd., gives practical tips about how to build your business with socially responsible investing strategies.…
- By: Sucheta Rajagopal
- June 19, 2013 December 15, 2017
- 08:10
Embracing shareholder engagement
Help clients achieve their SRI goals through fund firms that advocate for better corporate social responsibility
- By: Rudy Mezzetta
- June 18, 2013 June 18, 2013
- 14:50
IIROC to host IFIE-IOSCO Investor Education Conference
Toronto conference to feature investor education experts from six continents
- By: IE Staff
- June 18, 2013 June 18, 2013
- 07:35
Growing your book with SRI
Socially responsible investing can resonate with clients who are interested in aligning their investments with their values
- By: Rudy Mezzetta
- June 17, 2013 June 17, 2013
- 14:30
Three “finer points” of SEO
Beyond the basics, these tips will boost your web presence
- By: Brent Jolly
- June 13, 2013 November 16, 2019
- 12:11
Your top four SEO tools
These simple elements can dramatically improve your ranking in search results
- By: Brent Jolly
- June 12, 2013 November 16, 2019
- 11:50
OSC: Introducing a best interest standard for advisors and dealers
Eleanor Farrell, director, Office of the Investor, Ontario Securities Commission, discusses the consultation paper on the introduction of a statutory best interest standard for advisors…
- By: Eleanor Farrell
- June 10, 2013 December 19, 2017
- 13:00
Mining your client data
Use your database to sharpen your marketing
- By: Brent Jolly
- June 7, 2013 October 30, 2019
- 12:15
Your database as powerful business tool
Keeping your information up to date and organized can improve your client experience
- By: Brent Jolly
- June 6, 2013 October 30, 2019
- 11:20
Going global makes sense for equity investors
Dean Orrico, president and chief investment officer of Middlefield Capital Corp., highlights economic trends in Europe, Asia and the United States that point to upcoming…
- By: Dean Orrico
- June 5, 2013 December 15, 2017
- 16:15
Retirement 20/20: Economic trends and investment strategies
Peter Drake, vice president, retirement and economic research, Fidelity Investments Canada, discusses economic trends that will affect Canada and the global economy moving forward, and gives practical…
- By: Peter Drake
- June 3, 2013 December 15, 2017
- 17:45
2013 Dealers’ Report Card: Assante improves in 32 out of 34 categories
Steven Donald, president of Assante Wealth Management (Canada) Ltd., talks about the strategic changes that fueled Assante’s improvement in 32 out of 34 categories in…
- By: Steven Donald
- June 2, 2013 October 31, 2019
- 20:30
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