Canadian equities in a “tough spot”
With oil prices expected to remain low, the pain felt in Canada’s markets and economy in 2015 is likely to continue, so clients and their…
- By: Fiona Collie
- January 15, 2016 November 9, 2019
- 00:00
Top Stories in In Depth
Investor outlook 2016: Crisis of credibility in China
Benjamin Tal, deputy chief economist at CIBC World Markets Inc., examines the crisis in China, discusses global trends and gives investors tips for getting lift-off…
- By: Benjamin Tal
- January 8, 2016 November 9, 2019
- 07:30
Shaping the future regulation of financial advice
Financial planners and financial advisors need to be aware of the impact Ontario’s Expert Committee could have on their practices
- By: Keith Costello
- January 4, 2016 November 16, 2019
- 06:00
Goal setting: One action that will change your new year
Jim Ruta, president, AdvisorCraft Media and Consulting, explains how “acting as if” you have already achieved your goals for 2016 will help you change your…
- By: Jim Ruta
- December 21, 2015 November 9, 2019
- 15:20
Getting fit at work
Treadmill desks get you strolling as you answer emails and take phone calls
- By: Danny Bradbury
- December 18, 2015 November 9, 2019
- 11:21
Three tools to improve efficiency in 2016
Technology can free you up to provide a more human touch with your clients
- By: Leah Golob
- December 18, 2015 November 9, 2019
- 10:51
Hybrids: The best of both worlds
Replace your laptop and tablet with one handy device
- By: Danny Bradbury
- December 17, 2015 November 9, 2019
- 12:20
Three tools to build your online presence in 2016
Make yourself accessible to the next generation of clients
- By: Leah Golob
- December 17, 2015 November 9, 2019
- 11:40
Soup up your car
HUD devices project vital information onto your windshield
- By: Danny Bradbury
- December 16, 2015 November 9, 2019
- 11:50
Manage leads with these online tools
Apps let you focus on building relationships
- By: Leah Golob
- December 16, 2015 November 9, 2019
- 11:30
A gift for your wrist
Whether it’s an Apple Watch or an Android Wear device, there are various options for you to choose from
- By: Danny Bradbury
- December 15, 2015 November 9, 2019
- 13:05
Build a holistic practice without becoming a jack of all trades
Jim Ruta, president, AdvisorCraft Media and Consulting, explains how to build and work with a team of professionals to provide holistic financial planning for your…
- By: Jim Ruta
- December 15, 2015 November 9, 2019
- 07:00
Staying motivated in challenging markets
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why reflecting on the positive impact you have on your clients can make you…
- By: Dan Richards
- December 14, 2015 November 9, 2019
- 06:15
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