How to get valuable client feedback
Survey your clients on four major aspects of your relationship
- By: Brent Jolly
- March 15, 2013 October 30, 2019
- 11:35
Top Stories in In Depth
Turn feedback into loyalty
A client feedback program can help you find new revenue opportunities
- By: Brent Jolly
- March 14, 2013 October 30, 2019
- 11:50
The true meaning of fiduciary responsibility
In part nine, Jim Ruta answers the question: What is the true meaning of fiduciary responsibility? He explains the one fundamental approach that will ensure…
- By: Jim Ruta, Paula Virany
- March 13, 2013 October 30, 2019
- 17:30
Managing your Facebook page
A good content strategy is key
- By: Brent Jolly
- March 13, 2013 November 16, 2019
- 12:21
Get fans on Facebook
Start by creating an attractive brand page
- By: Brent Jolly
- March 12, 2013 November 16, 2019
- 12:00
Using Facebook for your business
Make social media part of a long-term process
- By: Brent Jolly
- March 11, 2013 November 16, 2019
- 11:10
Small-cap managers on packaging stocks and other best bets
Canadian small-cap equities roundtable: part 3
- By: Sonita Horvitch
- March 8, 2013 March 8, 2013
- 14:00
Turning engaged clients into referrals
Start by building deeper client relationships
- By: Brent Jolly
- March 6, 2013 October 30, 2019
- 12:30
Energy-services companies find favour
Canadian small-cap roundtable: part 2
- By: Sonita Horvitch
- March 6, 2013 March 6, 2013
- 11:30
How can staff help build your business?
In part eight, Jim Ruta answers the question: How do I help my staff make effective service calls that will help me build my business?…
- By: Jim Ruta, Paula Virany
- March 6, 2013 October 30, 2019
- 09:15
Strong website delivers two new clients per month
Rona Birenbaum, financial planner with Caring for Clients in Toronto, associated with Queensbury Strategies, explains the website content, design and tactics that deliver several leads…
- By: Dan Richards, Rona Birenbaum
- March 4, 2013 October 30, 2019
- 18:00
How to lead your clients
Most engaged clients see their advisor as a leader
- By: Brent Jolly
- March 4, 2013 October 30, 2019
- 11:25
Will small-cap stocks lag in 2013?
Canadian small-cap equities roundtable: part 1
- By: Sonita Horvitch
- March 4, 2013 March 4, 2013
- 11:05
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