Not done yet: Get ready for more rules
As the investor protection juggernaut roles on, now is the time to have your say
- By: James Langton
- September 27, 2016 November 9, 2019
- 00:00
Top Stories in In Depth
From the editor
The third annual CRM2 guide reviews a range of complex issues that have emerged for advisors and their firms
- By: Patricia Chisholm
- September 27, 2016 November 9, 2019
- 00:00
What’s in a name?
Advisor credentials and titles are set to change, but an agreement on how appears to be a long way off
- By: Jim Middlemiss
- September 27, 2016 November 9, 2019
- 00:00
Crunch points: answers to your FAQs
There are some hidden shoals in the CRm2 regime. regulators offer advice on how to navigate them
- By: Jade Hemeon
- September 27, 2016 November 9, 2019
- 00:00
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
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
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