Costs facing kids weigh on boomers
The expenses of weddings and child care are top of mind
- By: Tessie Sanci
- July 28, 2016 November 9, 2019
- 23:50
Top Stories in In Depth
Three tips when buying a book of business
In part seven of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
- By: Dan Richards, Ellen Bessner
- July 25, 2016 November 9, 2019
- 05:30
The document you need on file for every client
In part six of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
- By: Dan Richards, Ellen Bessner
- July 18, 2016 November 9, 2019
- 05:30
How to respond to unhappy clients
In part five of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
- By: Dan Richards, Ellen Bessner
- July 11, 2016 November 9, 2019
- 05:30
Five misconceptions about millennial clients
Avoiding relationships with young adults would be short-sighted
- By: Beatrice Paez
- July 7, 2016 November 9, 2019
- 13:50
Find your social media voice
Reaching millennials online can help build your brand, but you have to be authentic
- By: Beatrice Paez
- July 5, 2016 November 16, 2019
- 11:00
Getting millennials interested in planning
To engage young clients in the financial planning process, you need to tweak your approach
- By: Beatrice Paez
- July 4, 2016 November 9, 2019
- 10:00
Why retired advisors can be sued
In part four of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
- By: Dan Richards, Ellen Bessner
- July 1, 2016 November 9, 2019
- 13:00
Adding value where robo-advisors can’t
Advisors can show their worth during volatile markets, and with complex financial planning needs
- By: Fiona Collie
- June 30, 2016 November 9, 2019
- 12:15
Partnering with a robo-advisor may be a natural fit
Advisors who develop such partnerships could find efficiency and scale in their businesses, which could help improve overall productivity
- By: Fiona Collie
- June 29, 2016 November 9, 2019
- 08:55
Working with robo-advisors
Digital wealth-management platforms are aiming to make life easier for traditional advisors
- By: Fiona Collie
- June 28, 2016 November 9, 2019
- 05:30
Wealth transfer: Advisors need to help open lines of communication
In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how…
- By: Peter Drake
- June 27, 2016 November 9, 2019
- 14:00
The importance of meeting face to face
In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain…
- By: Dan Richards, Ellen Bessner
- June 27, 2016 November 9, 2019
- 05:30
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 March 24, 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
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
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