Life insurance tax changes: Winners, losers and what advisors need to know
Kevin Wark outlines the impact of recent tax changes to life insurance
- By: Kevin Wark
- November 6, 2017 November 9, 2019
- 06:00
Top Stories in In Depth
Institutional investors warm up to responsible investing
There’s a clear trend globally toward greater awareness, interest and adoption of ESG analysis and responsible investing
- By: Leah Golob
- October 31, 2017 November 9, 2019
- 12:07
Benefits of life interest trusts for HNW clients
Kevin Wark explains how to use life interest trusts in planning for high net-worth clients
- By: Kevin Wark
- October 29, 2017 November 9, 2019
- 13:00
Taking responsibility
Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…
- By: Leah Golob
- October 27, 2017 November 9, 2019
- 00:50
Discussing wills has many benefits
Clients who have a will report greater satisfaction with their advisors
- By: Rudy Mezzetta
- October 27, 2017 November 9, 2019
- 00:50
Key yearend tax planning tips
Jamie Golombek helps advisors get ready for yearend tax planning
- By: Jamie Golombek
- October 25, 2017 November 9, 2019
- 15:00
New technology will change advisors’ business model
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
- By: Grant McIntyre
- October 24, 2017 November 9, 2019
- 12:02
Systemic risk factors next focus of RI
Although climate change is one of the largest systemic risk factors, less than half of the largest companies acknowledge it in their annual reports
- By: Leah Golob
- October 23, 2017 November 9, 2019
- 14:35
Navigating changes to testamentary trusts
Kevin Wark explains how to navigate the 2016 tax changes to testamentary trusts
- By: Kevin Wark
- October 20, 2017 November 9, 2019
- 12:35
Evolving corporate tax proposals make RRSPs a smart choice for business owners
Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners
- By: Jamie Golombek
- October 19, 2017 November 9, 2019
- 09:30
How new technology will change referrals, prospecting and conversion
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
- By: Grant McIntyre
- October 18, 2017 November 9, 2019
- 11:50
From the editor
Affluent clients very often are entrepreneurs or professionals who have spent a lifetime accumulating their wealth. They have worked long hours and have put many…
- By: Patricia Chisholm
- October 15, 2017 November 9, 2019
- 00:11
Get in the right mindset
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
- By: Dan Richards
- October 15, 2017 November 9, 2019
- 00:10
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