Canadian Investment Awards winners announced
Dynamic, Fidelity lauded
- By: IE Staff
- December 1, 2011 December 1, 2011
- 08:50
Top Stories in In Depth
Three ways to maximize the value of your business
- By: Dan Richards, Harry James
- November 28, 2011 October 30, 2019
- 10:25
Regulatory changes could have unintended consequences, Advocis warns
Canadian regulators should avoid implementing new rules simply because other jurisdictions are doing so
- By: Megan Harman
- November 24, 2011 November 24, 2011
- 08:00
Advisors urged to contribute to PRPP framework
Financial literacy is another issue that presents opportunity for advisors to get involved
- By: Megan Harman
- November 23, 2011 November 23, 2011
- 16:30
Regulators stress consumer protection at Advocis symposium
ICBC wants to make it easier for MGAs to report bad agents directly to the regulators
- By: Olivia Glauberzon
- November 23, 2011 November 23, 2011
- 14:35
Choose your designations wisely
Go for credentials that will add value – not just letters
- By: Fiona Collie
- November 22, 2011 October 30, 2019
- 11:55
Using case studies as prospecting tools
- By: Dan Richards, Cindy Bowden
- November 21, 2011 October 30, 2019
- 10:50
Accounting for goodwill when buying or selling a practice
- By: George Hartman
- November 16, 2011 October 30, 2019
- 11:35
Protecting clients’ portfolios
Principal-protected products provide peace of mind for worried clients
- By: Rudy Mezzetta
- November 14, 2011 November 6, 2019
- 15:57
An efficient, passive investment
Exchange-traded funds give you a wider range of options for building balanced portfolios for your clients
- By: Dwarka Lakhan
- November 14, 2011 November 6, 2019
- 15:49
Spousal RRSPs offer flexibility
While pension income can be split, spousal RRSPs offer more options for reducing household taxes
- By: Andrew Bilski
- November 14, 2011 November 6, 2019
- 15:36
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
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