Get the most from your video channel
Use it as a “calling card” and to appeal to various generations
- By: Brent Jolly
- May 31, 2013 November 16, 2019
- 11:11
Top Stories in In Depth
Tax planning post-Budget 2013: What’s left?
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact…
- By: Jamie Golombek
- May 30, 2013 January 21, 2018
- 13:40
Avoiding E&O claims
The most common claims relate to a lack of due diligence by the advisor
- By: Megan Harman
- May 30, 2013 May 30, 2013
- 12:10
Create your own channel
Catalogue your videos and make them more accessible
- By: Brent Jolly
- May 30, 2013 November 16, 2019
- 11:30
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
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
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