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
Top Stories in In Depth
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
For better or for worse
Spousal RRSPs can be a simple and effective tax-saving strategy for married and common-law couples. But these accounts are not for everyone - and have…
- By: donalee Moulton
- November 14, 2017 November 9, 2019
- 00:50
Should your clients sell the house?
Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or…
- By: Dwarka Lakhan
- November 14, 2017 November 9, 2019
- 00:50
New risks for fixed-income
With interest rates beginning to inch higher after ultra-low levels over the past several years, generating decent returns from a fixed-income portfolio remains a challenge
- By: Megan Harman
- November 14, 2017 November 9, 2019
- 00:50
Women face different headwinds
Women are very concerned about maintaining support for their families. They also are more likely than men to be single later in life and to…
- By: Leah Golob
- November 14, 2017 November 9, 2019
- 00:50
How to help “Silver Surfers”
Technology can help older clients manage both long-term assets and daily finances
- By: Danny Bradbury
- November 14, 2017 November 9, 2019
- 00:50
CPP: Answering your questions
Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…
- By: Doug Runchey
- November 14, 2017 November 9, 2019
- 00:50
Helping the kids inherit
Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…
- By: Fiona Collie
- November 14, 2017 November 9, 2019
- 00:50
ETFs: The value of starting early
Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…
- By: Jade Hemeon
- November 14, 2017 November 9, 2019
- 00:50
Retirement income planning for longevity risk
Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk
- By: Kevin Wark
- November 12, 2017 November 9, 2019
- 18:30
FSCO to revamp insurance advisors’ compliance exams
The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth…
- By: Megan Harman
- November 7, 2017 November 9, 2019
- 15:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 March 24, 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
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
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