Compensation plans need work
The good news: Advisors earned more this past year. The bad news: They are shouldering ever-increasing operational costs while reward and bonus targets are set…
- By: Rudy Mezzetta
- April 26, 2012 November 6, 2019
- 11:00
Top Stories in In Depth
Two-way communication a priority
Advisors expect commitment from their firms in maintaining a level of two-way communication
- By: Fiona Collie
- April 26, 2012 November 6, 2019
- 11:00
Four firms take their licks
Advisors at two bank-owned investment dealers and two national independents say their firms have some work to do
- By: Johnna Ruocco
- April 26, 2012 November 6, 2019
- 11:00
Exchange traded products facing greater scrutiny
Regulators want make sure that both investors and advisors understand the products that they’re buying and selling
- By: Megan Harman
- April 26, 2012 April 26, 2012
- 10:15
McHaney: Tips for using ETFs in client portfolios
Chris McHaney, vice president and portfolio manager for BMO Asset Management Inc., explains how advisors can incorporate ETFs into their businesses and why ETFs can…
- By: Chris McHaney
- April 26, 2012 December 15, 2017
- 07:30
Growth of exchange traded products booming
Advisors can play an important role in helping clients choose from a record high number of ETFs and notes
- By: Jade Hemeon
- April 25, 2012 April 25, 2012
- 16:35
Actively managed ETFs poised to challenge mutual funds
The extent to which Canadians embrace ETFs will depend largely on whether more advisors recommend them
- By: Megan Harman
- April 25, 2012 April 25, 2012
- 16:30
The biggest challenge advisors face — and how to solve it
In part 8 of this 12-part series, Richard Cooper, senior partner, Creative Financial Group, discusses the one key that took his business to the next level.…
- By: Jim Ruta, Richard Cooper
- April 25, 2012 October 30, 2019
- 05:00
Be transparent with your compliance officer
In part 4 of this series, Ellen Bessner, a litigation partner at Cassels, Brock and Blackwell LLP, argues that advisors shouldn't hide from their compliance…
- By: Gavin Adamson, Ellen Bessner
- April 22, 2012 October 30, 2019
- 20:15
Cooper: Have a plan to become a “one-call” advisor
In part 7 of this 12-part series, Richard Cooper, senior partner, Creative Planning Financial Group, shares his advice on how to become a top insurance…
- By: Jim Ruta, Richard Cooper
- April 19, 2012 October 30, 2019
- 07:00
Preparing clients for boomerang kids
Help sandwich generation clients deal with the financial drain of supporting adult children
- By: Olivia Li
- April 18, 2012 October 31, 2019
- 12:20
Helping clients plan for eldercare
Address both financial and emotional issues when talking to clients about caring for their parents
- By: Olivia Li
- April 17, 2012 October 31, 2019
- 15:00
Planner uses patience and metaphor to help clients transition to retirement
Theresa Tosh, an advisor with TD Waterhouse Private Investment Advice in Toronto, describes her practice, which focuses on retirees and near-retirees. She discusses the metaphor…
- By: Dan Richards, Theresa Tosh
- April 17, 2012 October 30, 2019
- 10:55
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