Taking shelter as the bear takes over
Rising interest rates spell the end of the three-decade bond bull market. Now, protecting income and avoiding capital loss is the essential strategy
- By: Andrew Allentuck
- January 15, 2017 November 9, 2019
- 00:45
Top Stories in In Depth
Tech sector holds promise in 2017
Stocks of high-technology companies are particularly exposed to changing winds in U.S. trade policy, but some ripe investment opportunities can be found in the coming…
- By: Danny Bradbury
- January 15, 2017 November 9, 2019
- 00:45
IFIC, Advocis push back against potential embedded commissions ban
But PMAC stands behind the CSA’s concerns with these compensation arrangements and says regulators are “taking a bold step forward”
- By: James Langton
- January 11, 2017 November 9, 2019
- 14:30
CSA launches consultation on banning embedded commissions
Although regulators have yet to make a decision on the matter, they’re formally considering whether to mandate a “direct pay” structure
- By: James Langton
- January 10, 2017 November 9, 2019
- 11:00
IFIC calls on the CSA to reconsider potential embedded commissions ban
The association notes that the CSA’s and the self-regulatory organizations’ rules already address compensation-related conflicts of interest
- By: Jade Hemeon
- January 5, 2017 November 9, 2019
- 12:30
Many investors in the dark about fees
And less than half of Canadian investors say their advisor is trustworthy and honest
- By: Tessie Sanci
- December 22, 2016 November 9, 2019
- 00:55
CRM2: How to be on the right side of “money in motion”
In part six of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, explain that CRM2 reporting will require advisors…
- By: Dan Richards, Susan Silma
- December 19, 2016 November 9, 2019
- 06:30
CSA delays release of paper on reforms to mutual fund fees
The regulators will now release the paper on Jan. 10, 2017, which will go then go out for a longer than usual comment period of…
- By: James Langton
- December 15, 2016 November 9, 2019
- 12:30
Global equities: Managers discuss investment ideas in industrials, technology and consumer sectors
Part three of a global equity roundtable
- By: Sonita Horvitch
- December 13, 2016 November 9, 2019
- 14:30
CRM2: Three key communication strategies for client satisfaction and retention
In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve…
- By: Dan Richards, Susan Silma
- December 13, 2016 November 9, 2019
- 07:00
Managers find value in U.S. banks, but clash on energy stocks
Part two of global equity roundtable
- By: Sonita Horvitch
- December 7, 2016 November 9, 2019
- 18:30
Global equities: Brace for slow growth, rising rates and political uncertainty
In the first instalment of a three-part global equity roundtable, three mutual fund managers explain how they’re positioning their portfolios for potentially stormy market conditions…
- By: Sonita Horvitch
- December 5, 2016 November 9, 2019
- 15:25
Top three pitfalls in CRM2 client conversations and how to avoid them
In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client…
- By: Dan Richards, Susan Silma
- December 4, 2016 November 9, 2019
- 18:30
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