Finding support in a time of change
The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed
- By: Fiona Collie
- July 29, 2016 November 9, 2019
- 00:00
Top Stories in In Depth
Insurance Advisors’ Report Card 2016 main chart
How advisors rated their firms
- By: IE Staff
- July 29, 2016 November 9, 2019
- 00:00
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
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
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