The risk of accepting dangerous prospects
Ellen Bessner and Dan Richards discuss how to screen out problem prospects before they become clients (Part 1 of 8)
- By: Dan Richards, Ellen Bessner
- January 30, 2017 November 9, 2019
- 06:30
Top Stories in In Depth
Last year’s returns will be a hard act to follow, managers say
Equity-income managers discuss their holdings in the dividend-rich financial services, real estate, utilities and telecommunications sectors, and their overall expectations for 2017
- By: Sonita Horvitch
- January 27, 2017 November 9, 2019
- 12:00
Keeping clients calm in unpredictable times
Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations
- By: Beatrice Paez
- January 26, 2017 November 17, 2019
- 11:30
Inside ETFs: Sector-based ETFs can help jazz up returns
Although markets performed well, overall, last year, cyclical stocks vastly outperformed while defensive sectors did not perform so strongly
- By: Jade Hemeon
- January 25, 2017 November 9, 2019
- 12:15
Equity-income managers find attractive values in pipeline stocks
Among their favoured holdings are infrastructure stocks such as pipelines, which are energy-related but less vulnerable to swings in commodity prices
- By: Sonita Horvitch
- January 25, 2017 November 9, 2019
- 10:50
Capturing prospects in the digital realm
These digital communication strategies can help draw more clients to your business in 2017
- By: Beatrice Paez
- January 25, 2017 November 17, 2019
- 09:30
Why it’s time to update your communication strategy
Clients want to hear from you more than you might think — and not only about their investments
- By: Beatrice Paez
- January 24, 2017 November 17, 2019
- 11:15
Responsible investing ETFs are vital to attracting millennials
Surveys show that millennials prefer ETFs to other investments and their portfolios to be managed in a socially responsible manner
- By: Jade Hemeon
- January 24, 2017 November 9, 2019
- 10:00
What investors should look for in dividend-paying stocks
With the very real prospect of further interest-rate increases in 2017, how will rate-sensitive equities such as dividend-rich stocks and real estate investment trusts perform?
- By: Sonita Horvitch
- January 23, 2017 November 9, 2019
- 17:30
Upward trajectory in ETFs’ AUM expected to continue
The next phase of growth in these products is expected to come from smart beta ETFs that go beyond passive index investing
- By: Jade Hemeon
- January 23, 2017 November 9, 2019
- 10:15
There IS a substitute for direct Real Estate investment
Actively managed portfolios of global REITs can be an effective proxy
- January 16, 2017 November 10, 2019
- 11:45
Outlook 2017: Watching Trump
Market players assume that Trump’s policies will stimulate growth
- By: Catherine Harris
- January 15, 2017 November 9, 2019
- 01:00
Despite a strong start to 2017, questions remain
Optimism is high that tax cuts, public spending and less regulation will prime the U.S. economy's pump. But with U.S. employment and debt already high,…
- By: Catherine Harris
- January 15, 2017 November 9, 2019
- 00:45
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