Bundled products taking off
Standalone strategies are being combined in ways that are more useful to the client
- By: Megan Harman
- October 3, 2012 October 3, 2012
- 16:00
Top Stories in In Depth
Regulators headed in the wrong direction
Amar Bidhé, Thomas Schmidheiny Professor at the Fletcher School/Tufts University, says that regulatory changes enacted following the 2008 financial crisis haven’t addressed defects in the…
- By: Amar Bidhe
- October 3, 2012 December 15, 2017
- 15:00
Advisors squeezed by falling revenues
There’s a risk that the advisor population will shrink, limiting the availability of advice to Canadians
- By: Megan Harman
- October 3, 2012 October 3, 2012
- 11:30
Confidence of fund investors remains high: IFIC
Survey underlines the importance of making affordable advice accessible to first-time investors
- By: IE Staff
- October 3, 2012 October 3, 2012
- 11:00
IFIC conference focuses on innovation
This year marks the 50th anniversary of IFIC
- By: IE Staff
- October 3, 2012 October 3, 2012
- 09:00
Creating income streams for retirees
In segment 5 of this series, Daryl Diamond of Winnipeg-based Diamond Retirement Ltd., discusses why he focuses exclusively on helping retirees create income streams from…
- By: Jim Ruta, Daryl Diamond
- October 3, 2012 October 30, 2019
- 06:05
Do you have a powerful value proposition?
In part 3 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains about how to craft a value proposition that will get…
- By: George Hartman, Grant McIntyre
- October 2, 2012 October 30, 2019
- 06:31
Success with group benefits for small businesses
In segment four, Carien Jutting of Stratford, Ont.-based Fiscal Wellness Inc. associated with Fundex, explains how a focus on group benefits for small businesses keeps…
- By: Dan Richards, Carien Jutting
- October 1, 2012 October 30, 2019
- 10:00
Enhance the value of your business with a succession plan
Julie Littlechild, president of Advisor Impact, outlines the benefits a succession plan delivers, including finding the right successor, maintaining clients and enhancing the value of…
- By: Julie Littlechild, Rudy Mezzetta
- October 1, 2012 October 30, 2019
- 07:01
Can the eurozone be saved?
Francesco Bongiovanni, author of "The Decline and Fall of Europe", discusses recent measures taking by the European Central Bank to help Spain, Italy and Greece.…
- By: Francesco Bongiovanni
- September 27, 2012 December 15, 2017
- 10:55
Promote the plan
Don’t shy away from conversations about succession; communicate with clients to get them on board
- By: Rudy Mezzetta
- September 26, 2012 October 30, 2019
- 14:30
Heroes, villains and happy endings
In segment 4 of this series, Bruce Etherington, founder, Bruce Etherington & Associates / Family Harmony & Philanthropy, offers lessons in relationship building that advisors…
- By: Jim Ruta, Bruce Etherington
- September 26, 2012 October 30, 2019
- 11:00
How to choose your right successor
When handing over the reins to your advisory business, you need to ensure there will be consistency to the services clients receive
- By: Rudy Mezzetta
- September 25, 2012 October 30, 2019
- 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