Clients care little about funds’ brands
Research found that advisors are far more likely to choose proprietary investment funds for their clients
- By: Rudy Mezzetta
- March 1, 2018 November 9, 2019
- 00:17
Top Stories in In Depth
Federal Budget 2018
Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.
- By: Jamie Golombek
Industry has mixed reaction to Budget 2018
Feds fall short of promoting sustained growth: IIAC
- By: James Langton
- February 28, 2018 November 9, 2019
- 13:30
Highlights from Budget 2018
Changes to income sprinkling, passive investment income and the small business tax rate
- By: The Canadian Press
- February 27, 2018 November 9, 2019
- 18:30
Ottawa backtracks on key tax measures for small business
The government’s proposal limits access to the lower small-business rate rather than taxing passive income above $50,000 at potentially punitive tax rates
- By: Rudy Mezzetta
- February 27, 2018 November 9, 2019
- 17:42
Gender equality at the heart of Budget 2018
The federal government intends to implement several measures to increase gender diversity, which “leads to more growth,” said Finance Minister Bill Morneau
- By: Pablo Fuchs
- February 27, 2018 November 9, 2019
- 17:41
The government proposes to strengthen the FCAC
Feds also aim to modernize the deposit insurance system and implement a framework for resolving systemically important financial market infrastructure firms
- By: James Langton
- February 27, 2018 November 9, 2019
- 17:40
Parental sharing benefit key part of gender equality-focused budget
The new “use-it-or-lose-it” benefit would increase the duration of EI parental leave by up to five weeks for parents
- By: Megan Harman
- February 27, 2018 November 9, 2019
- 17:38
Feds to crack down further on tax avoidance
The government will be investing money to improve the fairness and integrity of the tax system as well as introduce new rules
- By: Pablo Fuchs
- February 27, 2018 November 9, 2019
- 17:37
Feds aim to make RESPs, RDSPs more accessible
Budget 2018 extends a temporary measure to set up RDSPs in cases in which the capacity of the individual to enter into a contract is…
- By: Megan Harman
- February 27, 2018 November 9, 2019
- 17:36
Improving client services at the CRA
The government will be providing additional resources toward improving client services in three key areas at the CRA
- By: Rudy Mezzetta
- February 27, 2018 November 9, 2019
- 17:34
Feds plan to spend $10 billion on new initiatives
Budget 2018 contained little mention of spending toward infrastructure and defence
- By: Catherine Harris
- February 27, 2018 November 9, 2019
- 17:30
Research and Markets
Slideshow: What to expect in the 2018 federal budget
This year’s federal budget is expected to include announcements on pay equity, parental leave, the federal deficit and much more
- By: Joanna Smith
- February 26, 2018 November 9, 2019
- 17:50
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