What to tell your clients about ICOs
Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk
- By: Danny Bradbury
- February 20, 2018 November 9, 2019
- 10:00
Top Stories in In Depth
How blockchain could supercharge financial services
Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks
- By: Danny Bradbury
- February 15, 2018 November 9, 2019
- 15:15
Brave new way of doing business
As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients
- By: Fiona Collie
- February 15, 2018 November 9, 2019
- 00:16
Cryptocurrencies and your clients
When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…
- By: Fiona Collie
- February 15, 2018 November 9, 2019
- 00:15
Social media: Getting it right
As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and…
- By: donalee Moulton
- February 15, 2018 November 9, 2019
- 00:14
Avoid technology’s health risks
Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time…
- By: Wendy Cuthbert
- February 15, 2018 November 9, 2019
- 00:13
Technology and the art of advice
Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests…
- By: Leah Golob
- February 15, 2018 November 9, 2019
- 00:12
The winners: Advisors who adapt
Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional…
- By: George Hartman
- February 15, 2018 November 9, 2019
- 00:11
Tech Tips: The tech-savvy office
You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…
- By: Danny Bradbury
- February 15, 2018 November 9, 2019
- 00:10
The vast potential of blockchain technology
Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.
- By: Danny Bradbury
- February 13, 2018 November 9, 2019
- 14:30
Explaining RRSPs and TFSAs is key
Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs
- By: Rudy Mezzetta
- February 5, 2018 November 9, 2019
- 00:21
Vibrant growth continues in Ontario
Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market
- By: Fiona Collie
- February 5, 2018 November 9, 2019
- 00:19
Booming B.C. faces looming risks
Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges
- By: Brian Lewis
- February 5, 2018 November 9, 2019
- 00:18
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