Gulf in corporate culture widens
The difference between how advisors with bank-owned dealers and their counterparts with independent firms feel about their corporate culture is more pronounced
- By: Jennifer Cheng
- April 28, 2017 November 9, 2019
- 00:04
Top Stories in In Depth
Advisors favour “best interest” standard
A remarkable 71% of investment advisors support the CSA's proposal to introduce a best interest standard due to the need to elevate industry standards across…
- By: Fiona Collie
- April 28, 2017 November 9, 2019
- 00:03
Finding another home for clients?
There is growing sentiment that financial advice is increasingly available only to high net-worth investors
- By: Charles Bossy
- April 28, 2017 November 9, 2019
- 00:02
Still much room for improvement
The enhanced performance and fee disclosure included in client account statements have yet to make the impact many advisors expected - although some advisors point…
- By: Sophie Allen-Barron
- April 28, 2017 November 9, 2019
- 00:01
Lessons learned from recent cyber attacks
These examples reveal some of the tactics that hackers use and the steep costs they can have for firms
- By: Danny Bradbury
- April 27, 2017 November 9, 2019
- 08:45
Keeping current on cybersecurity threats
Understanding the digital perils is the first step in protecting your practice
- By: Danny Bradbury
- April 26, 2017 November 9, 2019
- 11:45
Expert Committee’s proposed rules could have far-reaching implications
The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients
- By: Cary List
- April 24, 2017 November 10, 2019
- 04:30
From the editor
ETFs continue to capture the hearts and wallets of investors in Canada. Assets under management in the industry reached about $114 billion at the end…
- By: Tracy LeMay
- April 23, 2017 November 9, 2019
- 23:12
Higher interest rates on the horizon?
Fixed income ETFs come in many flavours to help you clients handle rising rates
- By: Catherine Harris
- April 23, 2017 November 9, 2019
- 23:11
Sparking a revolution
ETFs are attracting the interest - and the assets - of investors large and small
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:10
Pinpointing investment prospects
Sector ETFs allow investors to gain exposure to parts of the market that they believe could outperform
- By: Megan Harman
- April 23, 2017 November 9, 2019
- 23:09
Finding your niche
Zeroing in on your top investment bets
- By: Rudy Mezzetta
- April 23, 2017 November 9, 2019
- 23:08
A tale of 2 portfolios
ETF specialists do their best in building sample portfolios
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:07
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