Fear of financial loss limits investors’ opportunities: study
Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies
- By: Leah Golob
- September 26, 2017 November 9, 2019
- 16:15
Top Stories in In Depth
Smoothing out returns in volatile times
With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios
- By: Jade Hemeon
- September 25, 2017 November 9, 2019
- 17:00
Slideshow: The top 10 rated firms in this year’s Report Card series
The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits
- By: Fiona Collie
- September 25, 2017 November 9, 2019
- 09:51
Tax penalties and how to apply for relief
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 24, 2017 November 9, 2019
- 11:58
Advisors boost client confidence
Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals
- By: Rudy Mezzetta
- September 21, 2017 November 9, 2019
- 23:55
Active Research Drives Active Management
A strong research process is key to managing risk
- September 19, 2017 November 10, 2019
- 14:00
Staying clear of tax mistakes and penalties
Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 17, 2017 November 9, 2019
- 17:00
Don’t let tax documentation go wrong
From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)
- By: Dan Richards, Adrienne Woodyard
- September 10, 2017 November 9, 2019
- 17:30
CRA audits: Risks, pitfalls and tips
Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…
- By: Dan Richards, Adrienne Woodyard
- September 4, 2017 November 9, 2019
- 18:00
The case for helping younger Canadians
Advisors could reap significant rewards from helping young Canadians build up their financial knowledge
- By: Rudy Mezzetta
- August 24, 2017 November 9, 2019
- 23:55
Advisors look to the future
As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices
- By: Fiona Collie
- August 24, 2017 November 9, 2019
- 23:11
Advisors’ Report Card 2017 main chart
How advisors rated their firms
- By: IE Staff
- August 24, 2017 November 9, 2019
- 00:08
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
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 February 24, 2026
- 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