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Active management – unbundled
Build more cost-effective portfolios with a focus on the source of returns
- September 18, 2018 November 10, 2019
- 10:00
Top Stories in In Depth
Staying Ahead in Volatile Markets
Franklin Templeton Investments portfolio manager James Harper details how market swings can work to your advantage
- September 12, 2018 November 10, 2019
- 08:45
The All-Weather Solution for an Uncertain Environment
Help manage client unease with a balanced investment approach with a flexible asset mix.
- September 5, 2018 November 10, 2019
- 09:00
Small biz tax changes: where we are now
The federal government’s final proposals received royal assent on June 21
- By: Rudy Mezzetta
- July 18, 2018 November 9, 2019
- 05:00
ETF Summit agenda
This event is now available for complimentary viewing across Canada via our Virtual Conference
ETF Summit speaker biographies
This event is now available for complimentary viewing across Canada via our Virtual Conference
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
Slideshow: Measuring up each firm’s average advisor
Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card
- By: James Langton
- May 9, 2018 November 9, 2019
- 10:00
Shaking up the market
Competition is heating up as firms scramble to meet rising demand for ETFs
- By: Jade Hemeon
- May 2, 2018 November 9, 2019
- 00:11
Talking about ETFs
Tips for teaching clients about these still-evolving funds and what they entail
- By: Patricia Chisholm
- May 2, 2018 November 9, 2019
- 00:10
Early mover’s advantage
BMO jumped into ETFs before many of its competitors. Now, the bank is building on its lead
- By: Rudy Mezzetta
- May 2, 2018 November 9, 2019
- 00:09
Two global portfolios, two unique approaches
ETF experts choose sample investments designed to mine international opportunities
- By: Dwarka Lakhan
- May 2, 2018 November 9, 2019
- 00:08
Advice and ETFs: new models
Robo-advisors and traditional firms are creating new partnerships
- By: Fiona Collie
- May 2, 2018 November 9, 2019
- 00:07
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 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 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
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…
- By: World Financial Group
- February 4, 2025 February 4, 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