Financial planning means client engagement
Believing you understand your clients’ goals is not enough
- By: Brent Jolly
- May 7, 2013 October 30, 2019
- 10:41
Top Stories in In Depth
Fixed-income roundtable: Why fund managers expect yields to remain low
Three fund managers discuss central-bank monetary policies and their impact on economic growth and interest rates
- By: Sonita Horvitch
- May 6, 2013 May 6, 2013
- 15:00
Global ETF investing hits new record of US$2.1 trillion
Deborah Fuhr, partner and co-founder of ETFGI, highlights several trends in the global exchange-traded funds market, including record net new inflows this year of $US81…
- May 6, 2013 December 15, 2017
- 13:30
Client events raise $15,000 for Canadian Cancer Society
Mark Chabot, vice president, TD Waterhouse Private Investment Advice, explains how co-operative client events bring in up to 1,300 guests (80% clients and 20% prospects),…
- By: Dan Richards, Mark Chabot
- May 6, 2013 October 30, 2019
- 13:16
Why you should take your practice mobile
Connect with younger clients and customize your schedule
- By: Brent Jolly
- May 6, 2013 October 30, 2019
- 11:11
Chinese to turn the tables on manufacturing: economist
Chinese consumer demand for high quality items provides the North American manufacturing industry with an opportunity
- By: Jade Hemeon
- May 3, 2013 May 3, 2013
- 15:55
ETFs focus on fixed income
Fixed income ETFs are becoming more common as investors search for yield
- By: Jade Hemeon
- May 3, 2013 May 3, 2013
- 14:10
2013 Brokerage Report Card: RBC scores increase in 36 of 38 categories
Mike Scott of DS explains the strategies that enabled RBC to remain top-ranked among the bank-owned brokerages in the 2013 Brokerage Report Card
- By: Mike Scott
- May 3, 2013 October 31, 2019
- 09:24
Four keys to social media success
Simple rule ensures content balance
- By: Brent Jolly
- May 1, 2013 November 16, 2019
- 11:30
2013 Brokerage Report Card: TD gains in 34 out of 38 categories
Mike Reilly talks about TD’s improvement in 34 out of 38 categories in the 2013 Brokerage Report Card
- By: Mike Reilly
- May 1, 2013 October 31, 2019
- 09:05
The perils of fragmentation for HNW clients
Joanne Swystun and Michael Nairne, co-founders of Tacita Capital in Toronto, explain how HNW investors often have multiple managers and therefore no central CIO to…
- By: Dan Richards, Michael Nairne, Joanne Swystun
- April 29, 2013 October 30, 2019
- 12:30
2013 Brokerage Report Card: Editors discuss the results
Pablo Fuchs and Clare O’Hara, staff writer, discuss key findings from the 2013 Brokerage Report Card
- By: Pablo Fuchs
- April 26, 2013 October 31, 2019
- 11:30
Firms take two roads
Some of the firms that have tweaked their compensation programs were punished, while those that maintained a steady grid were praised
- By: Megan Harman
- April 26, 2013 November 6, 2019
- 11:00
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