Feeling the pinch
Advisors experience some steep declines in their productivity
- By: James Langton
- June 20, 2012 October 31, 2019
- 23:00
Top Stories in In Depth
Ratings rise, but there’s still work to do
Firms in the survey still have some gaps to close
- By: Clare O’Hara
- June 20, 2012 October 31, 2019
- 23:00
Embracing trusts
A trust can assure clients that their disabled child will be looked after when they’re gone
- By: IE Staff
- June 20, 2012 October 31, 2019
- 06:30
Broaching the delicate topic of disability planning
Be tactful to build trust when talking to clients about a child’s disability
- By: Fiona Collie
- June 19, 2012 October 31, 2019
- 07:15
Advisor resources for helping divorcing clients
Karen Stewart, CEO and founder, Fairway Divorce Solutions, shares tips on resources for legal and support services for divorcing clients. She recommends advisors take the…
- By: Karen Stewart
- June 18, 2012 October 31, 2019
- 14:30
Zavitz: Insurance is about client protection
Terry Zavitz, president at Zavitz Insurance Inc. and ex-chairwoman of Advocis, shares her insights after decades of success in the industry. Zavitz shares her tips…
- By: Jim Ruta, Terry Zavitz
- June 14, 2012 October 30, 2019
- 09:30
Navigating your clients through a divorce
Karen Stewart, president and CEO, Fairway Divorce Solutions, explains how advisors can navigate the emotional, relational and financial aspects of a divorce so that net…
- By: Karen Stewart
- June 12, 2012 October 31, 2019
- 13:00
What women want from investing
Phil Ackers, associate vice president, TD Waterhouse, describes the main points that advisors need consider when working with women clients. Ackers spoke at the CIFPs…
- By: Phil Ackers
- June 11, 2012 October 31, 2019
- 13:01
Facing lower returns, investors focus on fees
Lower costs fuelling popularity of exchange-traded funds; Vanguard expects to add to its Canadian ETF lineup before year end
- By: Jade Hemeon
- June 7, 2012 June 7, 2012
- 11:25
Look to agriculture and food production for investment opportunities
Sylvain Charlebois, Associate Dean, College of Management and Economics, University of Guelph, says agriculture and food production will attract investment over the next two decades,…
- By: Sylvain Charlebois
- June 7, 2012 December 15, 2017
- 10:30
Asking for feedback creates the magic with clients
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
- By: Jade Hemeon
- June 6, 2012 November 17, 2019
- 17:40
Advisors must focus on holistic wealth management
Now is the time for advisors to articulate what it is that they do for clients and how they deal with risk management and retirement…
- By: Olivia Glauberzon
- June 6, 2012 June 6, 2012
- 16:45
Using dividends to boost yield
Doug Warwick, managing director and portfolio manager, TD Asset Management Inc., uses dividends to increase yield while offering some protection from interest rate risk. He…
- By: Doug Warwick
- June 6, 2012 December 15, 2017
- 12:00
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
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
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