Top Stories in In Depth

New trust rules coming

Beginning in 2021, most family trusts will be required to file tax returns with the CRA even if those trusts don't earn income or make…

By: donalee Moulton
October 12, 2018 November 9, 2019
00:09

Most provinces standing pat

With various provincial elections slated for next year and uncertainty surrounding the introduction of a federal carbon tax, there were not many tax changes implemented…

By: Catherine Harris
October 12, 2018 November 9, 2019
00:08

Key yearend tax tips

There are several tax-planning strategies that you and your clients should consider - from crystallizing capital gains and losses to maximizing charitable donations and TFSAs…

By: Curtis Panke
October 12, 2018 November 9, 2019
00:07

Balancing risk in a time of flat yield curves

Investing in bonds to take shelter from the potential tumble in stock prices also carries great risk

By: Andrew Allentuck
October 10, 2018 November 9, 2019
09:30

Offering advisor alpha to clients

If you’ve shifted to passive investing, here are ideas to create advisory value for clients

By: Michelle Schriver
October 9, 2018 November 9, 2019
14:00

Attractive opportunities for income-focused investors

Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets

By: Dwarka Lakhan
October 9, 2018 November 9, 2019
09:00

How ETF investors are unique — and why it matters to advisors

Find out what research presented at the ETF Summit reveals

By: Michelle Schriver
October 4, 2018 November 9, 2019
13:45

How ETFs fit into a hybrid advice model

Experts describe how they use the funds

By: Mark Burgess
October 3, 2018 November 9, 2019
15:45

What is safety worth to fixed-income investors?

Bond investors are giving up a lot of yield by taking on government bonds to avoid the potential default in corporate bonds

By: Andrew Allentuck
October 3, 2018 November 9, 2019
08:45

So, what’s the key to success? Improved advisor productivity. Firms have taken the obvious steps to improve advisors’ performance and enable relationship building with clients, giving advisors the tools to design high-performing and cost-effective portfolios. For example, new technology has enabled online account opening and electronic signatures for client documentation. New technology also has facilitated securities order management and processing, mitigating the growing administrative burden on advisors.

Higher returns over the long haul

In spite of their periodic ups and downs, emerging markets have trended higher over time, providing long-term investors with greater risk-adjusted returns than developed markets

By: Dwarka Lakhan
October 2, 2018 May 31, 2023
10:00

Emerging markets offer diverse opportunities

Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors

By: Dwarka Lakhan
September 25, 2018 November 9, 2019
10:05

Expert Advice

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

Magazines

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

Partner Reports

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…