ETFs and mutual funds to overlap
Both markets are poised to enjoy healthy growth in 2018, but the ETF market is broadening beyond products that mimic key benchmark indices
- By: Jade Hemeon
- January 15, 2018 November 9, 2019
- 00:14
Top Stories in In Depth
Expect an insurance shakeup
Although insurance products themselves aren't expected to undergo drastic changes, pricing is likely to shift for some products, and insurers are re-evaluating others
- By: Megan Harman
- January 15, 2018 November 9, 2019
- 00:13
Insurance: Tough times for MGAs
A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors
- By: Megan Harman
- January 15, 2018 November 9, 2019
- 00:12
An eventful year in tax policy
The federal government must find a way to proceed with changes to the tax rules affecting private corporations and respond appropriately to U.S. tax cuts
- By: Rudy Mezzetta
- January 15, 2018 November 9, 2019
- 00:11
Focusing on the next generation
Some firms are revamping their strategies and training programs to ensure the next generation of advisors is prepared for a changing marketplace
- By: Fiona Collie
- January 15, 2018 November 9, 2019
- 00:10
A major tipping point for RI?
Asset-management companies increasingly are integrating environmental, social and corporate governance factors into the selection and management of investments as investors' interest in responsible investing grows
- By: Leah Golob
- January 15, 2018 November 9, 2019
- 00:09
Rise above the “market noise”
The relentless flow of economic and market news makes it crucial for advisors to rise above the “noise” when managing their clients’ portfolios.
- December 5, 2017 November 10, 2019
- 10:00
CRM2 disclosure is having an impact
CRM2 has raised investors' awareness regarding how much they pay for advice and how financial advisors are paid
- By: Rudy Mezzetta
- December 1, 2017 November 9, 2019
- 12:06
Help for aging property owners
Kevin Wark discusses three options for helping aging clients manage their property, and zeroes in on the pros and cons of joint interest trusts
- By: Kevin Wark
- November 19, 2017 November 9, 2019
- 12:00
Ontario commits to move forward on regulating financial planners
The province will “consult extensively with stakeholders” on effort to restrict the use of financial planning titles and impose proficiency requirements on financial planners
- By: James Langton
- November 15, 2017 November 9, 2019
- 12:05
Stocks for an aging population
Look for investment opportunities in a broad range of sectors that focus on older consumers
- By: Dwarka Lakhan
- November 14, 2017 November 9, 2019
- 12:04
No fear: Keeping retired clients calm
Many people are more afraid of running out of money than of dying. Advisors need to ensure retired clients act prudently
- By: Jade Hemeon
- November 14, 2017 November 9, 2019
- 00:51
Help older clients control debt
A desire to help children and grandchildren - combined with the availability of credit - is encouraging many elderly clients to carry debt into retirement
- By: donalee Moulton
- November 14, 2017 November 9, 2019
- 00:50
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