Dealer reps report strong growth
Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and…
- By: James Langton
- May 24, 2013 November 16, 2019
- 12:00
Top Stories in In Depth
Stability, with a few concerns
Advisors with Canada's top dealer firms are growing their businesses, but many advisors would like to see their firms step up their efforts and provide…
- By: Clare O’Hara
- May 24, 2013 November 16, 2019
- 12:00
2013 Dealers’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- May 24, 2013 November 16, 2019
- 12:00
Become a video star
Your first challenge is to capture your audience’s attention
- By: Brent Jolly
- May 24, 2013 November 16, 2019
- 11:50
Four reasons why you should be using video
“Few advisors are taking advantage of the opportunity”
- By: Brent Jolly
- May 23, 2013 November 16, 2019
- 11:00
Protect business owners from too much debt
To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate
- By: Fiona Collie
- May 23, 2013 October 31, 2019
- 10:10
Dealing with debt in retirement
Help boomer clients ensure they have sufficient income to manage their debt in retirement
- By: Fiona Collie
- May 22, 2013 October 31, 2019
- 11:20
SEO: Hold the ‘stuffing’
Use keywords, yes. But don’t overdo it
- By: Brent Jolly
- May 22, 2013 November 16, 2019
- 11:05
Consider risks when posting third-party content
IIROC recommends firms pre-approve all third-party content before it is posted online by advisors
- By: Clare O’Hara
- May 21, 2013 May 21, 2013
- 14:50
Five key steps to solve the challenge of debt
Laurie Campbell, CEO of Credit Canada Debt Solutions, discusses proven plans for advisors to ensure clients burdened by debt will overcome this challenge. Campbell itemizes…
- By: Laurie Campbell
- May 21, 2013 October 31, 2019
- 14:30
Putting your SEO keywords to work
Make all your online materials searchable
- By: Brent Jolly
- May 21, 2013 November 16, 2019
- 11:30
How to create and work with a financial advisory team
In part 13, expert performance coach Jim Ruta answers the question: How do I create and work with a team? He outlines strategies for finding…
- By: Jim Ruta, Paula Virany
- May 20, 2013 October 30, 2019
- 16:11
Starting the conversation on debt
If you notice red flags, help clients understand how debt could derail their financial plan
- By: Fiona Collie
- May 20, 2013 October 31, 2019
- 15:50
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