Technology remains a sore spot
Some dealers still have a lot of work to do when it comes to making their tech tools and advisor desktop accessible to advisors. Other…
- By: Rudy Mezzetta
- May 23, 2012 November 16, 2019
- 23:00
Top Stories in In Depth
A state of stasis exists among reps
The average advisor at the dealer firms is older, more experienced and less productive than last year. And, overall, it appears that advisors may be…
- By: James Langton
- May 23, 2012 November 16, 2019
- 23:00
Advisors find the right fit
Although dealer firms still have work to do, the majority of advisors surveyed say their firms are offering exactly the right mix of services to…
- By: Olivia Li
- May 23, 2012 November 16, 2019
- 23:00
A source of much frustration
Dissatisfaction with client account statements
- By: Fiona Collie
- May 23, 2012 November 16, 2019
- 23:00
2012 Dealers’ Report Card main chart
How advisors rated their firms
- May 23, 2012 November 16, 2019
- 23:00
Communication is a top priority
Dealers that keep advisors in the loop and make themselves available received top ratings from reps
- By: Jade Hemeon
- May 23, 2012 November 16, 2019
- 23:00
Investment firms prime the social media pump
Firms share insights on the steps they are taking to prepare their advisors to use social media for client communications, while steering clear of regulatory…
- By: Fiona Collie
- May 23, 2012 November 16, 2019
- 09:30
Crafting your social media strategy, now that the regulators have spoken
Start your engines. With the regulatory landscape offering more guidance on the dos and don’ts of using social media, this may be the moment to…
- By: Fiona Collie
- May 22, 2012 November 16, 2019
- 09:45
Ex pro hockey player focuses on tax saving strategies for HNW clients
- By: Jim Ruta, Brian Scott
- May 17, 2012 October 30, 2019
- 10:00
2012 CIFPs conference preview
Keith Costello, president and CEO of the Canadian Institute of Financial Planners, discusses the upcoming 2012 CIFPs conference May 27 to 30 in Vancouver. He…
- By: Paula Virany
- May 16, 2012 December 15, 2017
- 17:40
Networking without a Rolodex: How one rookie made it from zero to the top 1% in his first year
Chris Karram, co-founder and advisor at SAFEBRIDGE Financial Group, describes how he started from scratch at 22 and catapulted into the top 1% of Clarica…
- By: Dan Richards, Chris Karram
- May 15, 2012 October 30, 2019
- 06:00
Nairne: Winning tax strategies for high net worth clients
Michael Nairne, president and chief investment officer of Tacita Capital, describes how to maximize tax strategies and minimize capital gains tax losses for high net…
- By: Dan Richards, Michael Nairne
- May 14, 2012 October 30, 2019
- 07:00
De Souza: Prospecting your way to success
In part 10 of this 12-part series, Edgar De Souza, president and CEO at De Souza Financial Corp., tells how he stayed at the Million…
- By: Jim Ruta, Edgar De Souza
- May 10, 2012 October 30, 2019
- 07:30
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