Storms, patches of blue
It may appear that this is a terrible time to invest, but global portfolio managers and strategists say the current market volatility is creating many…
- By: Catherine Harris
- January 23, 2012 November 6, 2019
- 10:54
Top Stories in In Depth
The de-accumulation challenge
The huge number of Canadians retiring soon means advisors must be ready to have different client conversations
- By: Megan Harman
- January 20, 2012 October 30, 2019
- 15:31
Volatile times ahead
Given such economic uncertainties as the sovereign-debt crisis in Europe, the health of the U.S. economy and China’s growth prospects, equities markets promise to be…
- By: Catherine Harris
- January 20, 2012 October 19, 2019
- 12:43
Choosing a successor to best serve your clients
George Hartman, managing director at Accretive Advisors, continues his discussion of succession planning for advisors. In choosing a successor, he suggests you consider how you…
- By: George Hartman
- January 19, 2012 October 30, 2019
- 15:00
Advisor focuses on serving “suddenly single” women clients
Heather Holjevac, senior financial planner with TriDelta Financial Partners in Toronto, specializes in planning for “suddenly single” women who are divorced, separated or widowed. She…
- By: Dan Richards, Heather Holjevac
- January 17, 2012 October 30, 2019
- 14:20
Move to IIROC earns advisor greater share of wallet
Bob Fleischacker, a partner with Stonehaven Financial Group Inc. in Unionville, Ont., discusses why his firm switched from the MFDA platform to IIROC. He describes…
- By: Dan Richards, Bob Fleischacker
- January 10, 2012 October 30, 2019
- 07:00
IIAC explains penalty tax refund procedure
Firms are refunding the 1% monthly penalty tax collected since March
- By: James Langton
- January 3, 2012 January 3, 2012
- 11:40
Rice surprised by Supreme Court decision
The question now is where regulation goes from here
- By: James Langton
- December 22, 2011 December 22, 2011
- 18:00
Court paves the way for more co-operative regulatory model, proponents say
IIAC hopes provinces and Ottawa can work together to create a new authority
- By: James Langton
- December 22, 2011 December 22, 2011
- 15:30
Decision confirms current regulatory regime working well, provinces say
Alberta finance minister calls on Ontario to sign on to passport system
- By: James Langton
- December 22, 2011 December 22, 2011
- 13:55
Top court rules against national regulator
National securities regulator not constitutionally legal
- By: James Langton
- December 22, 2011 December 22, 2011
- 10:00
Finance committee calls for review of income taxes
Ottawa should appoint expert panels to “modernize and simplfy” personal income taxes, committee says
- By: Julian Beltrame
- December 15, 2011 December 15, 2011
- 09:30
Majority of Canadians concerned about RRSP performance: survey
One-in-three lack confidence in their ability to save for retirement, twice as many as last year
- By: IE Staff
- December 8, 2011 December 8, 2011
- 09:40
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