Many hats, many challenges
Advisors play different roles when helping clients meet their financial objectives
- June 6, 2016 November 10, 2019
- 09:00
Top Stories in In Depth
Insurance advisors urged to adopt CRM2 principles
Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later
- By: Megan Harman
- June 2, 2016 November 9, 2019
- 16:00
POAs on the radar of regulators
Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients
- By: Megan Harman
- June 2, 2016 November 9, 2019
- 06:40
Advisors could play key role in helping clients prepare for major health risks
The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most…
- By: Megan Harman
- June 1, 2016 November 9, 2019
- 15:00
Minimizing the cybersecurity threat
What can advisors do to protect themselves against an online attack?
- By: Danny Bradbury
- May 27, 2016 November 9, 2019
- 05:00
CIFPs 2016: Knowing values key to a fulfilling retirement
Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses…
- By: Vickie Townson
- May 26, 2016 November 9, 2019
- 16:40
Protecting the data in your pocket
The most dangerous threat to your cybersecurity could be your mobile phone. Here’s how you can protect your device
- By: Danny Bradbury
- May 26, 2016 November 9, 2019
- 06:00
PlanPlus announces Canada National Financial Planning Awards winners
Conrad Toner, founder of True North Retirement Counsel in Peterbrough, Ont., honoured
- By: IE Staff
- May 25, 2016 November 9, 2019
- 17:00
CIFPs 2016: Key highlights from the 2016 Fidelity Retirement Survey
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising…
- By: Peter Bowen
- May 25, 2016 November 9, 2019
- 13:20
The growing threat of cyberattacks
Cyberthreats are becoming more devious, and they present a key risk to both your business and your clients. Here’s what advisors need to know
- By: Danny Bradbury
- May 25, 2016 November 9, 2019
- 06:30
CIFPs 2016: Three strategies for successful investing in retirement
Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return…
- By: Robert Armstrong
- May 24, 2016 November 9, 2019
- 14:15
Not reporting an E&O claim could have negative consequences
Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help…
- By: Tessie Sanci
- May 24, 2016 November 9, 2019
- 09:35
Half full or half empty?
There’s much to commend in the Ontario government’s Expert Committee’s preliminary recommendations, but also some areas that need to be revisited
- By: Cary List
- May 24, 2016 November 10, 2019
- 05:00
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
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