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
Top Stories in In Depth
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
BMO upbeat on U.S., Canadian growth
Consumer spending and housing market driving U.S. economy
- By: Fiona Collie
- May 20, 2016 November 9, 2019
- 14:15
Succession: Seller beware
Vetting the buyer of your practice should be a key component of your exit plan
- By: Tessie Sanci
- May 20, 2016 November 9, 2019
- 11:00
Guide clients through key retirement decision
Deciding where to live in retirement is a matter of identifying priorities
- By: Fiona Collie
- May 20, 2016 November 9, 2019
- 09:15
Dealers’ Report Card 2016: Editors discuss positive results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of…
- By: Pablo Fuchs
- May 20, 2016 November 9, 2019
- 08:30
CIFPs 2016: U.S. tax issues and cross-border clients
Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to…
- By: Jamie Golombek
- May 20, 2016 November 9, 2019
- 08:00
Emerging geopolitical issues to impact clients’ investments
Investors should be paying attention mostly to the U.K., the EU and emerging economies for various reasons, expert says
- By: Tessie Sanci
- May 20, 2016 November 9, 2019
- 05:30
Making the client relationship personal
Recent TC Media/Credo consumer survey finds that personal relationships greatly deepen the bonds that form with advisors, including a willingness to provide referrals
- By: Tessie Sanci
- May 19, 2016 November 9, 2019
- 23:45
A happier bunch
Reps are seeing new highs in their books of business. And advisors are rating their firms higher this year in a variety of categories, as…
- By: Fiona Collie
- May 19, 2016 November 16, 2019
- 23:02
Firms make efforts to foster culture
For many financial advisors surveyed for this year’s Dealers’ Report Card, their firm’s corporate culture is difficult to define and embrace because of geographical distance.…
- By: Megan Marrelli
- May 19, 2016 November 16, 2019
- 23:00
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