How to handle a bad review online
Responding directly to a negative comment can demonstrate your dedication to customer service, but be careful to avoid a public battle of words
- By: Fiona Collie
- November 26, 2015 November 16, 2019
- 10:30
Top Stories in In Depth
CFP Symposium: Protecting older clients from financial abuse
John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…
- By: John Poyser
- November 25, 2015 November 9, 2019
- 14:51
Keep tabs on your virtual reputation
Set up a system to monitor what information is being posted and shared about you online, so that you’re prepared for what your prospects might…
- By: Fiona Collie
- November 25, 2015 November 16, 2019
- 12:55
CFP Symposium: Help emotional clients keep their cool
Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…
- By: Moira Somers
- November 24, 2015 November 9, 2019
- 07:15
Rethinking Retirement: A growing need for equities
Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…
- By: Darren Coleman
- November 23, 2015 November 9, 2019
- 12:00
Abundance mindset drives top performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that research from Adam Grant, Wharton’s top-rated faculty member, shows that an “abundance mentality”…
- By: Dan Richards
- November 23, 2015 November 9, 2019
- 06:15
How to deal with seniors suffering from diminished capacity
Know how to handle the unique circumstances facing the various types of older clients who are still capable of making decisions but prefer help
- By: Tessie Sanci
- November 19, 2015 November 9, 2019
- 17:20
Why you don’t have to use social media
Scott Stratten, president, UnMarketing, discusses why social media is not good for sales and marketing — and that click-through rates for social media are lower…
- By: Scott Stratten
- November 19, 2015 November 16, 2019
- 14:50
Watch what you say when speaking with prospective clients
Try not to talk too much, ask clients what they would like to know and say things in a way that’s easy for clients to…
- By: Tessie Sanci
- November 18, 2015 November 9, 2019
- 15:40
Life insurance: No new regulations needed
Jim Ruta, president, AdvisorCraft Media and Consulting, explains his view that life insurance is a distinct product offering that is already heavily regulated, and therefore…
- By: Jim Ruta
- November 17, 2015 November 9, 2019
- 07:50
Stocks that managers are banking on
Part three of a Canadian equity roundtable
- By: Sonita Horvitch
- November 16, 2015 November 9, 2019
- 09:30
Structure your day for peak performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to organize your workday to maximize your productivity.
- By: Dan Richards
- November 16, 2015 November 9, 2019
- 06:15
Replay: The realities of retirement
Determining how much is enough, how much is too much, and how fast to spend it in retirement
- By: Fred Vettese
- November 13, 2015 November 9, 2019
- 14:30
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