Extending mutual fund regulation principles beyond funds
Some insurance products and ETFs are in regulators’ sights
- By: Patricia Chisholm
- May 10, 2016 November 9, 2019
- 11:45
Top Stories in In Depth
Gold stocks lead small-cap revival
There are signs of green shoots among natural-resource stocks
- By: Sonita Horvitch
- May 9, 2016 November 9, 2019
- 13:50
When risk aversion becomes risky
Advisors are key to putting anxious investors back on track
- May 9, 2016 November 10, 2019
- 09:00
Letters to the Editor: Higher professional standards needed
To protect clients, Advocis supports a new professional accreditation for financial advisors. Failure to do so will leave regulatory gaps.
- By: Greg Pollock
- May 6, 2016 November 12, 2019
- 11:30
2016 Brokerage Report Card: Behind the numbers
- By: Pablo Fuchs
- April 25, 2016 November 9, 2019
- 09:30
Will the Ontario Expert Committee’s policy recommendations succeed?
Financial planners and financial advisors need consistent implementation of some key policy recommendations
- By: Keith Costello
- April 25, 2016 November 16, 2019
- 05:00
A great marriage
Robo-advisors are expected to add more sophisticated ETFs to their product lineups as the ETF industry continues to expand
- By: Fiona Collie
- April 24, 2016 November 9, 2019
- 23:00
The ETF club gets new members
Financial services firms large and small are moving into the field, which means more choice for your clients
- By: Jade Hemeon
- April 24, 2016 November 9, 2019
- 23:00
Portfolios for different seasons
Food for thought for two investors with dissimilar needs and goals, from two ETF experts
- By: Jade Hemeon
- April 24, 2016 November 9, 2019
- 23:00
Opening a new channel
A solution to prepare mutual fund dealers to handle ETFs may be at hand
- By: Megan Harman
- April 24, 2016 November 9, 2019
- 23:00
Taking a global view
The popularity of international ETFs is growing rapidly as investors look for greener investment pastures
- By: Susan Yellin
- April 24, 2016 November 9, 2019
- 23:00
Squeezing out more income
Some income-focused ETFs have adopted sophisticated methods - such as put and call options - to improve returns
- By: Dwarka Lakhan
- April 24, 2016 November 9, 2019
- 23:00
The hungry market
Investors are hankering for the taste of Exchange-traded funds, and the industry is happy to oblige with a buffet of new products
- By: Jade Hemeon
- April 24, 2016 November 9, 2019
- 23:00
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