Rules of the trade
Knowing the ins and outs of trading ETFs can help ensure that your clients get the best deal possible
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:06
Top Stories in In Depth
A learning curve
Given that ETFs are becoming more complex, advisors may want to hit the books to stay up to date
- By: Wendy Cuthbert
- April 23, 2017 November 9, 2019
- 23:05
Staying on top of change
At Mackenzie Financial, there's no "spaghetti cannon" creating all kinds of new products just to see what sticks
- By: Dwarka Lakhan
- April 23, 2017 November 9, 2019
- 23:04
A higher purpose
Helping clients meet their financial goals rather than beating benchmarks
- By: Dwarka Lakhan
- April 23, 2017 November 9, 2019
- 23:03
The view from the top
Education and having the right tools are becoming priorities for advisors, says the head of PowerShares
- By: Jade Hemeon
- April 23, 2017 November 9, 2019
- 23:02
What’s in a label?
Depending on how ETF portfolios are managed, they fall into one of two buckets. Does this make sense?
- By: Dan Hallett
- April 23, 2017 November 9, 2019
- 23:01
Mistakes to avoid with universal life
Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans
- By: Megan Harman
- April 5, 2017 November 9, 2019
- 11:00
The role for universal life
Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 15:00
The great universal life debate
As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio
- By: Megan Harman
- April 4, 2017 November 9, 2019
- 14:15
Regulators’ Report Card: COs, execs share their views on key issues
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest…
- By: Fiona Collie, Pablo Fuchs
- April 4, 2017 November 9, 2019
- 09:50
Regulators’ Report Card 2017: Good news for regulators
Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ favourable views of the regulators and other key findings in…
- By: Fiona Collie, Pablo Fuchs
- March 31, 2017 November 9, 2019
- 13:00
Province in favour of Expert Committee’s proposed rules for advisors, financial planners
Ontario’s government intends to work with the province’s financial regulators on many of the Expert Committee’s recommendations
- By: James Langton
- March 31, 2017 November 9, 2019
- 11:00
Ontario to give SROs power to collect fines against advisors in court
Advisors in the province subject to disciplinary sanctions will no longer be able to evade their fines simply by leaving the industry
- By: James Langton
- March 31, 2017 November 9, 2019
- 10:25
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