How can clients invest in the climate transition?
Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.
- By: Desjardins Group
- August 14, 2023 August 14, 2023
- 08:30
Top Stories in In Depth
Why do investors need both core and thematic ESG funds?
Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.
- By: Desjardins Group
- July 31, 2023 August 1, 2023
- 08:30
How can advisors better manage KYP and KYC for ESG investments?
Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client…
- By: Desjardins Group
- July 17, 2023 July 7, 2023
- 08:30
How can advisors help prepare for retirement?
Canadians need comprehensive planning and advice across all pillars of retirement: health, family, purpose, and finances — and you’re in an excellent position to provide…
- By: Edward Jones
- July 10, 2023 July 10, 2023
- 07:00
Why global financial advisors embrace private REITs as strategic investments
Avenue Living executives Jason Jogia and Gabriel Millard collaborated with Grant A. Wilson, Ph.D., University of Regina, to examine how financial advisors perceive, personally invest…
- By: Avenue Living
- June 19, 2023 June 15, 2023
- 07:00
Unlocking Financial Freedom: The Benefits of a Reverse Mortgage vs a HELOC
Learn why a reverse mortgage is a better way to tap into home equity.
- By: HomeEquity Bank
- June 5, 2023 June 15, 2023
- 07:00
How can an independent shop provide the best service to clients?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., examines the value proposition for advisors of operating in an independent yet large environment.
- By: Sterling Mutuals
- May 29, 2023 May 23, 2023
- 07:00
Under the Hood: A Material Conflict and an Unfair Playing Field
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore conflicts of interest, and unfair advantages for large investment dealers.
- By: Designed Securities
- May 15, 2023 September 7, 2023
- 07:00
How can choice and transparency benefit advisors and clients alike?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., explains how being free from proprietary products and operating as a fee-for-service model reaps…
- By: Sterling Mutuals
- April 17, 2023 May 17, 2023
- 07:00
Help your clients tap into a tax-free retirement income stream
Learn how a reverse mortgage can help.
- By: HomeEquity Bank
- April 3, 2023 May 11, 2023
- 07:00
How are women advisors and clients challenging the financial industry?
Women are demanding the industry do better — and here’s how firms are responding.
- By: Edward Jones
- March 20, 2023 March 16, 2023
- 07:00
How can advisors gain the luxury of time?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals, discusses how efficient technology platforms and process drive better client service.
- By: Sterling Mutuals
- March 13, 2023 May 17, 2023
- 07:00
What Makes a Dealer Genuinely Independent?The Illusion of the Independent Dealer
Designed Securities Ltd. partners Gillian Kunza, CEO and Michael Konopaski, CFO explore how dealers misrepresent and overuse the term “independence”.
- By: Designed Securities
- February 21, 2023 February 21, 2023
- 07:00
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
Designed Securities’ Blue Ocean Strategy: Customization, Lower Costs, and Increased Value for Advisors
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss a new way of competing in the crowded investment dealer market space.
- By: Designed Securities
- April 8, 2024 April 8, 2024
- 08:00
The Evolution of Structured Products for the Modern Era
BMO Global Asset Management CEO Bill Bamber discusses the BMO Strategic Equity Yield Fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
How Structured Notes Entered the Mutual Fund World
After years of exclusivity, Canadian asset managers are starting to offer the power of structured notes within a familiar investment vehicle—the mutual fund.
- By: BMO Global Asset Management
- April 2, 2024 March 25, 2024
- 08:00
Fitch boosts Canadian coverage
Credit rating agency adding five senior analysts to it Toronto office
- By: James Langton
- November 27, 2018 November 15, 2019
- 10:30
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
Slideshow: How a firm’s ratings impact advisors’ recommendations
Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage
- By: Fiona Collie
- May 16, 2018 November 9, 2019
- 10:00
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 February 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
Canadian ETFs enter the metaverse
New funds hold several big names found in broad U.S. stock indexes
- By: Rudy Luukko
- January 24, 2022 January 24, 2022
- 00:15
Why invest in clean energy?
Government incentives and increasing cost-effectiveness provide a strong foundation for specialized asset managers
- By: Skyline Wealth Management
- October 2, 2023 October 3, 2023
- 08:30
What’s driving strong returns for apartments?
With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.
- By: Skyline Wealth Management
- September 18, 2023 February 1, 2024
- 08:30
Where is retail real estate thriving?
Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.
- By: Skyline Wealth Management
- August 21, 2023 February 1, 2024
- 08:30