Blog your way to success
Express your value to clients across multiple platforms
- By: Brent Jolly
- April 12, 2013 November 16, 2019
- 10:15
Top Stories in In Depth
How to demonstrate your value
Help your clients achieve their financial goals
- By: Brent Jolly
- April 11, 2013 October 30, 2019
- 10:30
Analysis: Is CRM the beginning of bigger reforms?
If CRM reforms fail to produce the desired outcome, more drastic regulatory changes could be in store
- By: James Langton
- April 11, 2013 December 19, 2017
- 06:00
Four ways to build your business with LinkedIn
A completed profile boosts your SEO, and that’s just the beginning
- By: Brent Jolly
- April 10, 2013 November 16, 2019
- 11:00
Strategy Matters: A few big cases or more smaller ones?
In part twelve, Jim Ruta answers the question "Which is better, a few big cases or more smaller cases?" Expert performance coach, Jim Ruta, breaks…
- By: Jim Ruta, Paula Virany
- April 10, 2013 October 30, 2019
- 10:20
Gearing up to implement CRM 2
Advisors could be called on to justify trailer commissions, explain new performance reporting measures
- By: James Langton
- April 10, 2013 December 19, 2017
- 06:00
Your 15 social-media minutes
“Follow the best of the best for your business”
- By: Brent Jolly
- April 9, 2013 November 16, 2019
- 10:50
The long path to enhanced investor protection
Regulators finalize a regulatory initiative that’s been 15 years in the making
- By: James Langton
- April 9, 2013 December 19, 2017
- 06:00
Playing it safe on social media
A less personal approach can raise your profile
- By: Brent Jolly
- April 8, 2013 November 16, 2019
- 10:45
Use social media to increase client retention and prospects
Tom Reimer, co-founder and managing partner, Accretive Advisors, explains why advisors should embrace social media. Advisors who don’t use social media risk losing clients to…
- By: Tom Reimer
- April 5, 2013 November 16, 2019
- 14:25
Business can be better in the “cloud”
Using cloud computing to store and access your documents has many benefits
- By: Brent Jolly
- April 4, 2013 October 30, 2019
- 11:05
Three tips for connecting with women clients
Bev Evans, investment advisor and financial planner, Richardson GMP Ltd., gives three key practical tips on how to achieve effective communication with female clients. She…
- By: Bev Evans
- April 4, 2013 October 30, 2019
- 09:20
Equities as an inflation hedge
James Dutkiewicz of Sentry Investments explains when this strategy works best
- By: Fiona Collie
- April 3, 2013 April 3, 2013
- 15:20
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