PFICs: Tax traps for American clients
The Internal Revenue Service now extends its reach to Canadian mutual funds held by American citizens who live in Canada. Know the rules so you…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
Top Stories in In Depth
The consequences of late filing
The 2016 tax-filing deadline may seem far off, but filing an annual income tax return is a task your clients should be mulling over during…
- By: Susan Yellin
- October 12, 2016 November 9, 2019
- 23:00
Understanding the CSA’s conflicts of interest proposals
In part three of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Rebecca Cowdery
- October 9, 2016 November 9, 2019
- 05:30
Robo-advisor delivers value to millennial clients
David Nugent, portfolio manager and chief compliance officer, Wealthsimple, explains how the robo-advisor firm digitizes the investment process to offer millennial clients advice and value.…
- By: David Nugent
- October 6, 2016 November 9, 2019
- 09:50
Boost your business with robo-advisors
Marcia Moffatt, head of BlackRock Canada, explains how full-service advisors can use robo-adviice to help boost assets, broaden their client base, and give better and…
- By: Marcia Moffatt
- October 5, 2016 November 9, 2019
- 05:15
IFIC’s response to the CSA’s proposed reforms
Paul Bourque, president and CEO, Investment Funds Institute of Canada, outlines the industry group’s response to the CSA’s targeted reforms and “best interest” standard. He…
- By: Paul Bourque
- October 4, 2016 November 9, 2019
- 05:00
KYC and suitability proposals raise the bar
In part two of a six-part series on targeted regulatory reforms, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
- By: Dan Richards, Lynn McGrade
- October 3, 2016 November 9, 2019
- 05:30
IFIC urges regulators to reconsider
Several proposed reforms “are either impractical, unenforceable, or would adversely affect investors’ access to advice”
- By: Jade Hemeon
- September 29, 2016 November 9, 2019
- 12:00
CRM2: Top three things for advisors to do before 2017
Susan Silma, co-founder, CRM2 Navigator, recommends three things that advisors do before the new CRM2 statements go out to clients in 2017. She spoke at…
- By: Susan Silma
- September 29, 2016 November 9, 2019
- 08:25
CRM2 creates growth and trust opportunities
Keith McLean, president and chief investment officer, Sphere ETFs, explains how fee transparency builds trust with clients and helps an advisor’s business. He spoke at…
- By: Keith McLean
- September 28, 2016 November 9, 2019
- 09:15
The time is now for advisors to show their value to clients
Advisors who cannot show the holistic services they provide may find themselves in a negotiation battle with clients once enhanced reports are delivered in early…
- By: Tessie Sanci
- September 27, 2016 November 9, 2019
- 16:05
Be prepared to explain CRM2-related fee and performance reports to clients
Advisors should get a head start on understanding fee- and performance-related calculations and figure out ways to communicate them to clients, panel urges
- By: Tessie Sanci
- September 27, 2016 November 9, 2019
- 14:30
An underserved market segment?
Research found that there's lots of room for advisors to grow their business among high net-worth consumers
- By: Tessie Sanci
- September 27, 2016 November 9, 2019
- 00:55
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