With new model, fund dealer aims to give advisors more freedom
FORTÜNA Wealth Management has planned the mix of compensation and culture to entice advisors.
- By: FORTÜNA Wealth Management
- December 11, 2023 December 7, 2023
- 09:00
Top Stories in In Depth
How can advisors unlock their full earnings potential?
FORTÜNA Wealth Management’s new Shared Dealer Structure is turning the compensation model on its head.
- By: FORTÜNA Wealth Management
- November 13, 2023 December 7, 2023
- 08:00
Why invest in clean energy?
Government incentives and increasing cost-effectiveness provide a strong foundation for specialized asset managers
- By: Skyline
- October 2, 2023 October 3, 2023
- 08:30
What’s driving strong returns for apartments?
With rising demand and tight supply, multi-residential real estate may deliver predictability, consistency, and stability to investment portfolios.
- By: Skyline
- September 18, 2023 April 22, 2024
- 08:30
Challenging the Status Quo of the “Built to Flip” Investment Dealer
Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO discuss the building of an enduring and great investment dealer.
- By: Designed Securities
- September 18, 2023 September 18, 2023
- 08:30
Where is retail real estate thriving?
Everyday essentials represent an opportunity for investors concerned that consumers are poised to spend less.
- By: Skyline
- August 21, 2023 February 1, 2024
- 08:30
How can clients invest in the climate transition?
Desjardins’ Deborah Debas reveals how clients’ portfolios can benefit from the transition to a net-zero economy.
- By: Desjardins Group
- August 14, 2023 August 14, 2023
- 08:30
Why do investors need both core and thematic ESG funds?
Desjardins’ Deborah Debas details why both types of funds are important to create a holistic, diversified portfolio.
- By: Desjardins Group
- July 31, 2023 August 1, 2023
- 08:30
How can advisors better manage KYP and KYC for ESG investments?
Desjardins’ RI Specialist, Deborah Debas, clears up the confusion around KYP, and provides tips on how to utilize both KYC and KYP during the client…
- By: Desjardins Group
- July 17, 2023 July 7, 2023
- 08:30
How can advisors help prepare for retirement?
Canadians need comprehensive planning and advice across all pillars of retirement: health, family, purpose, and finances — and you’re in an excellent position to provide…
- By: Edward Jones
- July 10, 2023 July 10, 2023
- 07:00
Why global financial advisors embrace private REITs as strategic investments
Avenue Living executives Jason Jogia and Gabriel Millard collaborated with Grant A. Wilson, Ph.D., University of Regina, to examine how financial advisors perceive, personally invest…
- By: Avenue Living
- June 19, 2023 June 15, 2023
- 07:00
Unlocking Financial Freedom: The Benefits of a Reverse Mortgage vs a HELOC
Learn why a reverse mortgage is a better way to tap into home equity.
- By: HomeEquity Bank
- June 5, 2023 June 15, 2023
- 07:00
How can an independent shop provide the best service to clients?
Rocky Ieraci, vice-president, marketing and business development, at Sterling Mutuals Inc., examines the value proposition for advisors of operating in an independent yet large environment.
- By: Sterling Mutuals
- May 29, 2023 May 23, 2023
- 07:00
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