Create a plan to manage social media more efficiently
A social media marketing plan should address factors such as the type of content to share and scheduling considerations
- By: Tessie Sanci
- February 25, 2016 November 16, 2019
- 16:40
Top Stories in In Depth
Social media: Overcoming the obstacles
Compliance concerns and uncertainty about ROI make many advisors reluctant to embrace social media, but the right approach can have long-term benefits
- By: Tessie Sanci
- February 24, 2016 November 16, 2019
- 15:30
U.S. equities: Managers buy into banks’ renewed strength
Part three of a three-part U.S. equity roundtable
- By: Sonita Horvitch
- February 19, 2016 November 9, 2019
- 12:30
U.S. equities: Managers review some of their favourite household names
Part two of a three-part U.S. equity roundtable
- By: Sonita Horvitch
- February 17, 2016 November 9, 2019
- 10:10
U.S. equities: Managers find bright spots amid the gloom
Part one of a three-part U.S. equity roundtable
- By: Sonita Horvitch
- February 16, 2016 November 9, 2019
- 10:20
Swimming upstream
The financial services sector still battles its reputation as an unfriendly environment for women, especially at senior levels. But the tide is turning, with both…
- By: Megan Harman
- February 12, 2016 November 9, 2019
- 00:00
Trailblazer: three decades of change
Rebecca Horwood was only the second woman to be hired at Canada Life's main office in Toronto. Before that, she worked in the fashion industry.…
- By: Susan Yellin
- February 12, 2016 November 9, 2019
- 00:00
One size does not fit all
Erin Roy has excelled running her own business in a small town. Flexibility is key to her success, at work and at home
- By: Fiona Collie
- February 12, 2016 November 9, 2019
- 00:00
Lessons from experience: Choose your battles
A seasoned executive says women need more confidence about balancing jobs and family
- By: Tessie Sanci
- February 12, 2016 November 9, 2019
- 00:00
Gender parity still a distant goal
The prime minister set a shining example when he named his cabinet, 50% of whom are women. But while financial services regulators are taking steps…
- By: James Langton
- February 12, 2016 November 9, 2019
- 00:00
Setting up your own shop
A growing number of working women say that they dream of opening their own shop. Although that route can be a solid alternative on-ramp to…
- By: Wendy Cuthbert
- February 12, 2016 November 9, 2019
- 00:00
Finding clients: Play to your strengths
The days when many clients wouldn't entrust a woman with their finances are long gone. And the growing wealth of women as a group can…
- By: Susan Yellin
- February 12, 2016 November 15, 2019
- 00:00
Scaling up at the independents
Several firms are taking steps to recruit and support women in financial advisory positions. Those initiatives are not just the right thing to do they…
- By: Fiona Collie
- February 12, 2016 November 9, 2019
- 00:00
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