Client risk tolerance rarely assessed accurately
Avoid these common mistakes in determining the risk profiles of your clients
- By: Megan Harman
- September 17, 2012 September 17, 2012
- 07:20
Top Stories in In Depth
How to make clients look forward to quarterly meetings
In segment two, David Allard, portfolio manager at Bell Allard Wealth Management in Kelowna, B.C., describes five strategies to make clients look forward to their…
- By: Dan Richards, David Allard
- September 17, 2012 October 30, 2019
- 06:00
Equities critical for investment returns, despite volatility
Advisors must remind skittish clients there are also risks associated with seemingly safe vehicles
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 11:20
IAFP launches mentorship program
Program aims to help planners achieve the RFP designation
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:40
Planners urged to work with accountants
Planners can help identify strategies and tax-planning opportunities that might not otherwise be obvious
- By: Megan Harman
- September 14, 2012 September 14, 2012
- 09:20
Building loyalty with online clients
In segment two of this 12-part series, Chris Funnell, founder of TermCanada.com, explains how he builds client relationships without ever meeting clients in person. He…
- By: Jim Ruta, Chris Funnell
- September 12, 2012 October 30, 2019
- 05:30
Make your specialization stand out
Winning Strategies in 2012 with Dan Richards is back with all new real-life strategies that inspire success. In segment one this series, Clay Gillespie, managing…
- By: Dan Richards, Clay Gillespie
- September 10, 2012 October 30, 2019
- 10:20
Advisor runs a successful practice without ever meeting clients in person
In segment one of this 12-part series, Jim Ruta, performance consultant with the Expert Institute, speaks with Chris Funnell, founder of TermCanada.com. Funnell explains how…
- By: Jim Ruta, Chris Funnell
- September 7, 2012 October 30, 2019
- 10:00
New regulations for MGAs
- By: John Hamilton
- August 30, 2012 December 15, 2017
- 06:00
MGA consolidation looms amid heightened regulation
Growing compliance costs could push smaller players out of the market
- By: Olivia Glauberzon
- August 29, 2012 August 29, 2012
- 15:10
Insurers call for clarity on proposed MGA rules
Firms, associations respond to CCIR’s recommended changes to the independent distribution channel
- By: Olivia Glauberzon
- August 28, 2012 August 28, 2012
- 13:30
Insurance agent licensing to be harmonized
Review reveals that existing LLQP and AMF licensing programs are over 90% similar
- By: Olivia Glauberzon
- August 27, 2012 August 27, 2012
- 14:40
Wealth management takes centre stage
The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for…
- By: Rudy Mezzetta
- August 24, 2012 October 31, 2019
- 11:00
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