Advisors cautioned on using personal social media pages
Dealers discuss social media policies at IIAC conference
- By: Clare O’Hara
- May 17, 2013 May 17, 2013
- 11:20
Top Stories in In Depth
CAILBA panel spotlights growing compliance burden
MGAs should consider conducting annual reviews with advisors, panelist says
- By: Megan Harman
- May 16, 2013 May 16, 2013
- 16:00
Social media: Building equity in the ‘influence economy’
Questions begin to emerge over the ownership of social networks
- By: Fiona Collie
- May 16, 2013 May 16, 2013
- 14:00
Insurers retooling retirement vehicles
Life insurers are designing income products that can adapt to changing economic conditions and interest rates
- By: Megan Harman
- May 16, 2013 May 16, 2013
- 13:40
Threat of ‘overregulation’ worries insurers
Changing regulation is hampering the ability of insurers to offer products with long-term guarantees
- By: Megan Harman
- May 15, 2013 January 21, 2018
- 15:00
SEO: Refining your keyword list
Find out what your ideal clients and prospects are searching for
- By: Brent Jolly
- May 15, 2013 November 16, 2019
- 10:35
A social-media event planner
Platforms can help you build on past successes
- By: Brent Jolly
- May 14, 2013 November 16, 2019
- 11:11
Promoting a client event through social media
Using platforms such as LinkedIn, Facebook and Twitter can increase attendance
- By: Brent Jolly
- May 13, 2013 November 16, 2019
- 11:10
ETF strategies for rising interest rates
Nicolas Normandeau, vice president and portfolio manager, fixed income, Fiera Capital Corp., discusses preferred share ETFs and short duration ETF strategies for potential rising interest…
- By: Nicolas Normandeau
- May 13, 2013 December 15, 2017
- 07:55
Fixed-income roundtable: Corporate bonds favoured in quest for higher yields
Managers discuss flagship funds
- By: Sonita Horvitch
- May 10, 2013 May 10, 2013
- 09:15
SEO: Keywords are key
Finding the right words is time-consuming, but critical to success
- By: Brent Jolly
- May 9, 2013 November 16, 2019
- 10:50
Fixed-income roundtable: Looking at yield and credit quality
Managers discuss the merits of bonds vs stocks in a low-rate environment
- By: Sonita Horvitch
- May 9, 2013 May 9, 2013
- 07:30
Starting an SEO program
Raising your search-engine profile takes time, patience and planning
- By: Brent Jolly
- May 8, 2013 November 16, 2019
- 10:35
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