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
Top Stories in In Depth
Define your preferred client early in your career
In part 2 of Not for Rookies Only, George Hartman, CEO of Market Logics, explains how successful advisors define their preferred client early in their…
- By: George Hartman, Grant McIntyre
- September 25, 2012 October 30, 2019
- 09:00
The pitfalls of failing to plan ahead
Advisors should begin succession planning at least three to seven years in advance, experts say
- By: Rudy Mezzetta
- September 24, 2012 October 30, 2019
- 14:15
Russell: Succeeding in a brave new financial world
Ian Russell, IIAC president, discusses the main themes addressed at the Investment Industry Association Annual Conference. From tumultuous markets and regulatory changes facing the industry…
- By: Ian Russell
- September 24, 2012 January 21, 2018
- 10:00
Using pension fund asset allocation models to double portfolio returns
In segment three of this series, David Sung, President of Nicola Wealth Management, explains that the larger Pension Funds have a compound annualized return that…
- By: Dan Richards, David Sung
- September 24, 2012 October 30, 2019
- 05:00
Impact of U.S. financial reform will extend to Canada and beyond
Aspects of Dodd-Frank will have global implications regardless of which other regulators adopt them
- By: Megan Harman
- September 21, 2012 September 21, 2012
- 16:10
Investment firms struggle with revenue models
Client Relationship Model and new disclosure requirements are pushing up costs
- By: Megan Harman
- September 20, 2012 September 20, 2012
- 16:10
Regulators working to keep fees down
OSC, IIROC aiming to keep fee increases under control
- By: Megan Harman
- September 20, 2012 September 20, 2012
- 13:30
Cross border taxpayers face increasingly complex rules
Many IRS measures specifically target foreign taxpayers meaning plenty of Americans in Canada will be impacted
- By: Megan Harman
- September 20, 2012 September 20, 2012
- 07:00
Customizing advice for newcomers
There is a huge range in the financial needs of recent immigrants. How to find the best ways to help
- By: Dwarka Lakhan
- September 19, 2012 October 30, 2019
- 23:00
Use caution when dealing with elderly clients
If the client’s memory begins to fail, advisors can end up in the middle of contentious family disputes
- By: Megan Harman
- September 19, 2012 September 19, 2012
- 11:10
Etherington: Finding success with philanthropy
In segment 3 of this series, Bruce Etherington, founder Bruce Etherington & Associates / Family Harmony & Philanthropy, explains how he reinvented his business to…
- By: Jim Ruta, Bruce Etherington
- September 19, 2012 October 30, 2019
- 05:00
Strategic plan delivers success for rookies
In part 1 of this 3-part series, Not for Rookies Only, George Hartman, CEO of Market Logics, discusses solutions for the most common errors rookie…
- By: George Hartman, Grant McIntyre
- September 18, 2012 October 30, 2019
- 06:00
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