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
Top Stories in In Depth
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
Undiscovered opportunities in India
With the fastest-growing major economy in the world, a young population and an efficient new tax regime, India holds much potential for investors
- By: Jade Hemeon
- September 21, 2016 November 9, 2019
- 12:55
If you think Canadian yields are low, check out Germany or Japan
In part two of a fixed-income roundtable, the managers discuss the impacts of Brexit and the U.S. election, the rate shock of negative yields, and…
- By: Sonita Horvitch
- September 21, 2016 November 9, 2019
- 10:10
The revival of emerging markets
After a tough few years, emerging markets are now outperforming, and the investment opportunities in these markets are expanding to more countries and industries
- By: Jade Hemeon
- September 20, 2016 November 9, 2019
- 14:25
Why interest rates remain so low
In the first installment of a fixed-income roundtable, three mutual fund managers explain why interest rates around the world remain so low and, in some…
- By: Sonita Horvitch
- September 19, 2016 November 9, 2019
- 16:40
Build strategic thinking time into your business
In the final video of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how to incorporate mid- and long-term…
- By: Dan Richards
- September 19, 2016 November 9, 2019
- 05:20
Active outperformance
Truly active funds can deliver added value over passive strategies
- By: Natixis Global Asset Management
- September 15, 2016 November 10, 2019
- 11:33
How mistakes can improve client relationships
In part six of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, explains how minor mistakes, if dealt with properly,…
- By: Dan Richards
- September 12, 2016 November 9, 2019
- 05:30
Replay: Identifying Growth Themes in Emerging Markets
As emerging countries continue to mature and expand their domestic economic base, more diversified investment opportunities are becoming available
- By: Christine Tan
- September 8, 2016 November 9, 2019
- 16:30
Use Skype to stay in touch with clients
In part five of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights explains how to use Skype or FaceTime to…
- By: Dan Richards
- September 6, 2016 November 9, 2019
- 06:25
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