Protect against privacy breaches
Advisors could face steep costs resulting from the loss of sensitive client information
- By: Megan Harman
- May 29, 2013 May 29, 2013
- 12:00
Top Stories in In Depth
Four ways to increase client loyalty
Most defections are preventable
- By: Brent Jolly
- May 29, 2013 October 30, 2019
- 11:31
Solving the five main fears of investors
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation,…
- By: Michael Banham
- May 29, 2013 December 15, 2017
- 08:40
Fixing a flawed a design
Professional body needed to uphold financial planning standards, says FPSC chief
- By: Fiona Collie
- May 29, 2013 May 29, 2013
- 08:10
Drawing retirement pay
Advisors can help clients understand what retirement income looks like
- By: Fiona Collie
- May 28, 2013 May 28, 2013
- 15:35
Fiduciary duty costly for dealers, advisors
The costs would sink many small dealers, and advisors would be more vulnerable to lawsuits, lawyer says
- By: Megan Harman
- May 28, 2013 May 28, 2013
- 13:45
Understanding defections
When a client jumps ship, it might not be your fault
- By: Brent Jolly
- May 28, 2013 October 30, 2019
- 11:30
Best opportunities for growth are outside Canada
The U.S. and Europe are heading into recovery
- By: Fiona Collie
- May 28, 2013 May 28, 2013
- 10:45
Looming wave of retirees needs help from advisors
Focus the retirement planning conversation on four keys areas
- By: Megan Harman
- May 28, 2013 May 28, 2013
- 07:00
Deposits protected during bank failures, says CDIC
Investors and creditors, not insured depositors, would bear the cost of a bank “bail-in” recapitalization plan
- By: Megan Harman
- May 27, 2013 May 27, 2013
- 16:15
Watch out for signs of money laundering
Four signals that a client may be involved in money laundering
- By: Fiona Collie
- May 27, 2013 May 27, 2013
- 16:05
PlanPlus announces Global Financial Planning Awards
Winners of the competition will receive a trip to FPA Experience in Orlando
- By: IE Staff
- May 27, 2013 May 27, 2013
- 15:30
2013 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, gives a preview of issues to be discussed at this year’s conference including:…
- By: Keith Costello
- May 27, 2013 January 21, 2018
- 14:55
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