Having a voice matters to advisors
Getting things right in handling advisors' feedback can be a challenge for firms even when they put significant efforts in place to accept and respond…
- By: Fiona Collie
- May 31, 2017 November 16, 2019
- 23:50
Top Stories in In Depth
A magic formula for the back office
Having skilled, experienced and helpful staff with long tenure in the firm goes a long way toward ensuring advisors are satisfied with their dealer firm's…
- By: Jennifer Cheng
- May 31, 2017 November 16, 2019
- 23:50
Advisors’ businesses in state of flux
The emergence of new competitors, such as robo-advisors, combined with the impact of increased regulation and shifts at both the client level and within the…
- By: James Langton
- May 31, 2017 November 16, 2019
- 23:08
FSCO reports decrease in insurance advisors’ compliance rates
In part, this was because the insurance regulator focused its compliance examinations in the latest year on agents with a high or medium risk of…
- By: Megan Harman
- May 31, 2017 November 9, 2019
- 15:50
How to step back from your business successfully
Make sure to focus on the business’s strategy while delegating the day-to-day business to your successor and staff for the succession process to work properly
- By: Fiona Collie
- May 31, 2017 November 9, 2019
- 15:00
Look to global equities for growth this year
Myles Zyblock expects to see a broad-based improvement in corporate earnings this year, primarily driven from Europe
- By: Fiona Collie
- May 31, 2017 November 9, 2019
- 12:50
PlanPlus names Canadian winners of financial planning awards
Paul Tyers, Jason Pereira and Mark LeClaire were recognized at the CIFPs annual conference in Ottawa this week
- By: Beatrice Paez
- May 31, 2017 November 9, 2019
- 11:10
CIFPs 2017: Top takeaway from the 2017 Fidelity retirement survey
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans…
- By: Peter Bowen
- May 31, 2017 November 9, 2019
- 09:00
CIFPs 2017: Oil to rise in 2017 and beyond
Sébastien Lavoie, chief economist, economic research and strategy, Laurentian Bank Securities, forecasts significant improvement in the Canadian and global energy sectors.
- By: Sébastien Lavoie
- May 31, 2017 November 9, 2019
- 08:30
Financial planners must be ready for “perfect storm” of regulation and technology
The need for financial planners to focus more on offering holistic financial planning to clients while also building up their knowledge and skills is growing
- By: Fiona Collie
- May 30, 2017 November 9, 2019
- 16:40
Having a direct beneficiary could cause problems for wealthy clients
Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences
- By: Fiona Collie
- May 30, 2017 November 9, 2019
- 14:20
CIFPs 2017: Best interest standard must have two tiers
Keith Costello, president and CEO, Canadian Institute of Financial Planners, explains why a one-size-fits-all best interest standard won’t work.
- By: Keith Costello
- May 30, 2017 November 9, 2019
- 06:30
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