Help clients avoid identity theft
You can reduce the chances of your clients being hurt by identity theft by educating them on how to take preventative measure
- By: Dwarka Lakhan
- February 15, 2017 November 9, 2019
- 00:40
Top Stories in In Depth
AI and the future of advice
Several of the big banks are leaping headlong into the new computing frontier that is artificial intelligence, looking for customer preferences, streamlined operations and lower…
- By: Dwarka Lakhan
- February 15, 2017 November 9, 2019
- 00:40
Advisors and apps: what works
These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking
- By: Beatrice Paez
- February 15, 2017 November 9, 2019
- 00:40
A new creature: the “hybrid” advisor
As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is…
- By: Fiona Collie
- February 15, 2017 November 9, 2019
- 00:40
Helping seniors go digital
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are…
- By: Wendy Cuthbert
- February 15, 2017 November 9, 2019
- 00:40
Prepare for the next mystery shop
Ellen Bessner and Dan Richards discuss the key takeaways from the OSC's 2015 mystery shop exercise and give tips on handling regulators' upcoming mystery shops…
- By: Dan Richards, Ellen Bessner
- February 14, 2017 November 9, 2019
- 06:00
Denis Berthiaume: 2016 Quebec Financial Personality of the Year
Martin Thibodeau, Richard Legault, Robert Frances, Louis Allard, Francis Sabourin and Gilles Garon were also honoured at FI’s annual gala event in Montreal
- By: IE Staff
- February 8, 2017 November 9, 2019
- 07:00
Three shortcuts that can cause legal trouble
Ellen Bessner and Dan Richards discuss three common advisor shortcuts that can lead to lawsuits in the long term (Part 2 of 8)
- By: Dan Richards, Ellen Bessner
- February 6, 2017 November 9, 2019
- 15:10
Better times
Some provinces may face challenges in curbing carbon emissions
- By: Patricia Chisholm
- February 1, 2017 November 9, 2019
- 00:59
Advisors don’t impress young investors
Trustworthiness and honesty are issues for the majority of younger demographic
- By: Tessie Sanci
- February 1, 2017 November 9, 2019
- 00:56
A strong Ontario faces trade concerns
Canada's largest economy is benefiting from public and private spending, but U.S. protectionism may hamper growth
- By: Jade Hemeon
- February 1, 2017 November 9, 2019
- 00:49
Is the worst over for Alberta?
Although the energy sector is struggling and unemployment remains high, rising oil prices should bring some relief to Alberta
- By: Rudy Mezzetta
- February 1, 2017 November 9, 2019
- 00:48
A prosperous outlook for B.C. continues
While home sales are slowing and growth is likely to ease slightly, the outlook for B.C. remains among the country's brightest
- By: Brian Lewis
- February 1, 2017 November 9, 2019
- 00:47
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
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
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