How fewer but deeper client relationships can pay off
- By: Dan Richards, John Green
- December 5, 2011 October 30, 2019
- 13:00
Top Stories in In Depth
Keeping clients on board when selling your practice
- By: George Hartman
- December 2, 2011 October 30, 2019
- 16:30
Morningstar domestic equity fund manager of the year: Martin Ferguson on investment strategies for Canadian small caps
- By: Martin Ferguson
- December 1, 2011 December 15, 2017
- 17:00
Canadian Investment Awards winners announced
Dynamic, Fidelity lauded
- By: IE Staff
- December 1, 2011 December 1, 2011
- 08:50
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
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