Q&A: Clear and open
Erez Blumberger of AUM Law Professional Corp. talks about educating clients on CRM2 reports
- By: IE Staff
- September 27, 2016 November 9, 2019
- 00:00
Top Stories in In Depth
Maintaining trust
Client conversations are going to change. Get in front of the process by being prepared
- By: Beatrice Paez
- September 27, 2016 November 9, 2019
- 00:00
Enforcement risks
New rules usually bring penalties. Protect yourself
- By: Jim Middlemiss
- September 27, 2016 November 9, 2019
- 00:00
Tech support: Keeping up
Despite a major push to meet deadlines, there is more to do
- By: Danny Bradbury
- September 27, 2016 November 9, 2019
- 00:00
CRM2 and Fund Facts: The fit
How to help clients avoid confusion
- By: Jim Middlemiss
- September 27, 2016 November 9, 2019
- 00:00
Mind the gap
CRM2-style disclosure could be coming for a range of insurance products
- By: Megan Harman
- September 27, 2016 November 9, 2019
- 00:00
Is Canada playing catch-up?
Other countries have been more aggressive about investor protection
- By: Rudy Mezzetta
- September 27, 2016 November 9, 2019
- 00:00
Men clients need much support before entering retirement
Financial planners need to be aware of the psychological, sociological and emotional implications of retiring and when helping clients prepare for this phase of their…
- By: Tessie Sanci
- September 26, 2016 November 9, 2019
- 10:00
Greater diversification needed in clients’ portfolios
Financial planners need to be aware of and emphasize the use of a variety of investment products to help clients diversify their investments and meet…
- By: Tessie Sanci
- September 26, 2016 November 9, 2019
- 09:30
Managers take a defensive stance on corporate bonds
In part three of a fixed-income roundtable, the managers explain why they are positioning their portfolios conservatively
- By: Sonita Horvitch
- September 23, 2016 November 9, 2019
- 17:00
The IAFP focuses in on increasing its membership
The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition
- By: Tessie Sanci
- September 23, 2016 November 9, 2019
- 13:15
What advisors need to know about the CSA’s “best interest” standard
In part one 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
- September 22, 2016 November 9, 2019
- 16:05
Tapping into Latin America’s turnaround
Some money managers are upping their exposure to Latin America, believing the worst is over and stock prices have strong upside potential
- By: Jade Hemeon
- September 22, 2016 November 9, 2019
- 10:40
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