Fund Facts, CRM 2 seen as complimentary
The expense of these two disclosure initiatives shouldn’t be passed on to investors
- By: Fiona Collie
- October 31, 2012 October 31, 2012
- 13:45
Top Stories in In Depth
Clarity needed on high frequency trading
Proposed IIROC definition is too broad, says Kloet
- By: Fiona Collie
- October 31, 2012 October 31, 2012
- 09:25
CSA to examine fund fees
Paper will examine whether regulatory measures are necessary to ensure that investors are being treated fairly
- By: James Langton
- October 30, 2012 October 30, 2012
- 16:10
OSC expands Investor Advisory Panel
Four new members named to panel
- By: James Langton
- October 30, 2012 October 30, 2012
- 15:30
OSC protection for whistleblowers a “work in progress”
Meaningful protection requires legislative change
- By: James Langton
- October 30, 2012 October 30, 2012
- 15:20
CSA proposes extended role for OBSI
The CSA plans to publish proposals that would make OBSI the mandatory dispute resolution mechanism for all dealers
- By: James Langton
- October 30, 2012 October 30, 2012
- 12:00
Strategies and client profiles for successful leveraging
- By: Talbot Stevens
- October 29, 2012 October 31, 2019
- 17:30
Benefit plans a hot button for small business owners
Rob Crowder, founder and president of The Benefits Trust in Toronto, explains why benefits plans are important for small to mid-sized businesses and entrepreneurs. Crowder…
- By: Dan Richards, Rob Crowder
- October 29, 2012 October 30, 2019
- 06:00
Whipsawn investors shift into ETFs
Part 1 of a three-part series on exchange-traded fundsIncreasing competition among product manufacturers in the ETF marketplace has led to more products and lower fees
- By: Dwarka Lakhan
- October 25, 2012 October 30, 2019
- 23:00
Advisor emphasizes planning
Bob Owens makes sure clients are prepared - both psychologically and in their portfolios - for the market's ups and downs over the long term.…
- By: Jade Hemeon
- October 25, 2012 November 6, 2019
- 23:00
The best ways to borrow for investing
Help clients navigate options such as home equity lines of credit, margin and no-margin loans
- By: Jade Hemeon
- October 24, 2012 October 31, 2019
- 10:30
How to build a successful fee-based practice
In segment eight, Doug Nelson, partner, senior financial advisor and portfolio risk manager at Winnipeg-based Nelson Financial Consultants, explains how to build a fee-based practice…
- By: Jim Ruta, Doug Nelson
- October 24, 2012 October 30, 2019
- 06:50
Regulators zero in on leveraging strategies
Advisors urged to ask more questions to ensure suitability requirements are being met
- By: Jade Hemeon
- October 23, 2012 October 31, 2019
- 16:15
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
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 February 24, 2026
- 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