Convergence takes hold
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
- By: Rudy Luukko
- November 27, 2018 November 9, 2019
- 10:00
Top Stories in In Depth
A reality check for your clients
The projections for mutual fund returns in the next several years are modest at best
- By: Rudy Luukko
- November 20, 2018 November 9, 2019
- 06:00
Stay active with bonds
Invest strategically within fixed income to maximize diversification benefits
- November 13, 2018 November 10, 2019
- 09:14
Stuck in neutral
Mutual funds sales slump reflects investors’ risk-averse mentality
- By: Rudy Luukko
- November 13, 2018 November 9, 2019
- 06:00
Regulators’ attention to mutual funds persists
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
- By: James Langton
- November 6, 2018 November 13, 2019
- 10:00
Limiting the risk of investing in emerging markets
Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies
- By: Dwarka Lakhan
- October 16, 2018 November 9, 2019
- 10:00
Index the core
Kurt Reiman, BlackRock’s Chief Investment Strategist for Canada, explains why he believes indexing the core is generally the best approach for investors and advisors.
- October 15, 2018 November 10, 2019
- 09:20
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
Learning the language of the next generation
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
Keeping a close eye
High net-worth clients place considerable importance on their investments — and want to know and understand how their money is being managed
- By: Rudy Mezzetta
- October 15, 2018 November 9, 2019
- 00:29
Beyond our borders
Many investors, including HNW clients, need to be educated about the world of opportunity in global markets
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:28
Tech and the high net-worth client
Smart use of the new smart financial tools can enhance your practice
- By: Fiona Collie
- October 15, 2018 November 9, 2019
- 00:27
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
Widening the choices
Alternative investments can provide needed growth, but advisors need to look under the hood
- By: Fiona Collie
- October 15, 2018 November 9, 2019
- 00:26
Settling up with the CRA
Tax surveillance is now global. HNW clients need to know the rules — and the penalties — of non-compliance
- By: Rudy Mezzetta
- October 15, 2018 November 9, 2019
- 00:25
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