Dress rehearsal: prepping for your webinar
Practice is the key to a successful online performance
- By: Brent Jolly
- December 20, 2012 November 16, 2019
- 12:05
Top Stories in In Depth
Make your life story a compelling brand
In part two of this series, Fortunato Restagno, brand coach at The Personal Coach, explains how an advisor in Moose Jaw, Sask. created a compelling…
- By: Fortunato Restagno
- December 18, 2012 November 16, 2019
- 10:15
CSA paper puts trailer fees in the spotlight
Advisors are increasingly relying on trailing commissions as a source of revenue
- By: James Langton
- December 13, 2012 December 13, 2012
- 12:15
Create your own webinar
All it takes is a simple platform and compelling content
- By: Brent Jolly
- December 13, 2012 November 16, 2019
- 11:50
Making sure you get client feedback
Discussions with clients should not be a one-way street: let them know their views are important to you
- By: Brent Jolly
- December 12, 2012 October 31, 2019
- 14:00
How to present a financial plan
Frame your presentation as a roadmap to success
- By: Brent Jolly
- December 11, 2012 October 31, 2019
- 11:50
Generate more referrals with an inspiring brand
In part 1 of a three-part series, Fortunato Restagno, brand coach with The Personal Coach, explains how to create an inspiring brand to engage clients…
- By: Fortunato Restagno
- December 10, 2012 November 16, 2019
- 15:50
IFIC congratulates Brandes on investor education leadership
Scholarship designed to educate young people about the world of investing
- By: IE Staff
- December 10, 2012 December 10, 2012
- 12:35
Four steps to effective discovery meetings
There’s more to knowing your clients than checking off boxes
- By: Brent Jolly
- December 10, 2012 October 31, 2019
- 12:00
Fixed-income ETFs hit the sweet spot
Finding a decent stream of income in the current low interest rate environment is challenging for financial advisors and their clients. Long-term bond yields have…
- By: Dwarka Lakhan
- December 3, 2012 October 30, 2019
- 15:39
An advisor’s guide to the expanding world of ETFs
Barry Gordon, president and CEO at First Asset Management Inc., discusses the expanding world of ETFs and how to use them in portfolio construction. He…
- By: Barry Gordon
- December 3, 2012 December 15, 2017
- 15:35
Do liquidity risks lurk for some ETFs?
If there’s a big buying or selling panic, some managers of ETFs may have trouble trading
- By: Jade Hemeon
- December 3, 2012 October 30, 2019
- 15:32
Finding success in smaller business centres
Brent McKay, financial advisor for Sun Life Financial in Simcoe, Ont, gives three key tips on how to succeed in a smaller business centre: take…
- By: Dan Richards, Brent McKay
- December 3, 2012 October 30, 2019
- 08:51
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