Unlocking locked-in accounts
If your client leaves an employer that offered a defined-benefit pension plan, the client may have options for handling the assets in that plan. Some…
- By: Dwarka Lakhan
- November 11, 2016 November 9, 2019
- 00:50
Top Stories in In Depth
Be cautious with DB plans
Some advisors forecast a range of outcomes for clients with private-sector DB plans, ranging through full benefits to partial reduction of benefits to a complete…
- By: Dwarka Lakhan
- November 11, 2016 November 9, 2019
- 00:50
Start young, grow big
Persuading millennial clients to start saving for retirement while they're young can be difficult. But even small, regular amounts can add up impressively over decades
- By: Wendy Cuthbert
- November 11, 2016 November 9, 2019
- 00:50
Breaking open that other piggybank
In an ideal world, retirees would not need to use home equity to fund their retirement. But, for many people, their homes will be their…
- By: Catherine Harris
- November 11, 2016 November 9, 2019
- 00:50
Managing debt in retirement
Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to…
- By: Fiona Collie
- November 11, 2016 November 9, 2019
- 00:50
An innovative approach to retirement asset allocation
New challenges call for out-of-the-box solutions
- November 3, 2016 November 10, 2019
- 09:00
Insurance industry must step up succession planning efforts
Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan…
- By: Megan Harman
- November 2, 2016 November 9, 2019
- 17:00
Greater transparency a positive for advisors
With investors being more informed, they are less likely to sue their advisors if their investments go south
- By: Megan Harman
- November 2, 2016 November 9, 2019
- 13:10
Most Canadians not aware of yearend tax strategies, CIBC poll finds
And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage…
- By: Tessie Sanci
- November 2, 2016 November 9, 2019
- 11:40
FSCO finds life insurance agents failing to meet their regulatory responsibilities
The provincial regulator’s recent examinations of life insurance agents revealed several gaps in compliance, especially as they relate to disclosure
- By: Megan Harman
- November 1, 2016 November 9, 2019
- 13:40
Helping clients with registered accounts
Other financial priorities make contributing to these accounts difficult for some clients
- By: Tessie Sanci
- October 31, 2016 November 9, 2019
- 23:55
Key steps to mentorship success
Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish
- By: Tessie Sanci
- October 31, 2016 November 9, 2019
- 15:00
Regulators divided over best interest standard
In the final video of a six-part series on regulatory changes, Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Lynn McGrade
- October 28, 2016 November 9, 2019
- 12:00
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