Making the case for permanent life insurance
Although some clients may be put off by the cost of premiums, advisors can demonstrate the value of permanent coverage
- By: Megan Harman
- April 7, 2016 November 9, 2019
- 05:00
Top Stories in In Depth
Much support for Ontario expert panel’s recommendations
Although there are concerns, the FPSC, the CIFPS, the IIAC and FAIR Canada are in favour of the recommendation to regulate financial planning
- By: James Langton
- April 6, 2016 November 9, 2019
- 14:50
The changing face of permanent life insurance
Permanent policies are becoming more expensive and less tax-advantageous, but Canadians are still buying plenty of coverage
- By: Megan Harman
- April 6, 2016 November 9, 2019
- 05:25
Expert committee calls for regulation of financial planning, statutory duty
New report also recommends a simplified approach to dealing with consumer complaints and a consumer-friendly process for recovering losses
- By: James Langton
- April 5, 2016 November 9, 2019
- 13:25
How much do clients really need to save?
In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much…
- By: Peter Drake
- March 30, 2016 November 9, 2019
- 11:45
Regulators’ Report Card 2016: Regulatory trends
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss whether survey participants want to see a merger of the SROs and…
- By: Pablo Fuchs
- March 29, 2016 November 9, 2019
- 09:05
Regulators’ Report Card 2016: Editors discuss results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, outline the key findings of the 2016 Regulators’ Report Card. Ratings are a…
- By: Pablo Fuchs
- March 28, 2016 November 9, 2019
- 10:25
Desire for SRO merger intensifies
An IIROC/MFDA merger, which 80% of survey participants support, has been the subject of long-running debate
- By: Rudy Mezzetta
- March 27, 2016 November 11, 2019
- 23:00
How we did it
For the eighth year in a row, compliance officers (COs) and company executives throughout the investment industry shared their thoughts about the regulators.
- By: Fiona Collie
- March 27, 2016 November 11, 2019
- 23:00
Perception of regulators is a little rosier
Despite volatile markets, an uncertain economic environment and increasing regulation, Canada's regulators are holding their own
- By: James Langton
- March 27, 2016 November 11, 2019
- 23:00
Audit process generates mixed views
There are conflicting opinions about regulators' auditors and the approach they take during the auditing process
- By: Ahmad Hathout
- March 27, 2016 November 11, 2019
- 23:00
Regulators’ responses getting better?
Although regulators usually provide quick responses to registrants, the replies are too cautious in the content they provide
- By: Fiona Collie
- March 27, 2016 November 11, 2019
- 23:00
Regulators’ approach needs improving
COs and company executives indicated that regulators could take steps to make their policies clearer and more flexible
- By: Megan Harman
- March 27, 2016 November 11, 2019
- 23:00
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
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 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
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