Grown kids can drain finances
Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family…
- By: Wendy Cuthbert
- November 6, 2015 November 9, 2019
- 00:00
Top Stories in In Depth
Portfolio managers anticipate an uptick in REIT prices
The market does not believe a big interest rate increase is in the cards, which spells good news for REITs
- By: Dwarka Lakhan
- November 5, 2015 November 9, 2019
- 07:45
New insurance regulations may be necessary to deal with conflicts of interest
FSCO examinations have found that 10% of insurance agents were not disclosing actual or potential conflicts of interest to their clients in writing, as they’re…
- By: Megan Harman
- November 4, 2015 November 9, 2019
- 17:15
Threat of interest rate hike hangs over real estate mutual funds
Now may be the time to invest in real estate as some portfolio managers believe the sector is ready for a rally in the short…
- By: Dwarka Lakhan
- November 4, 2015 November 9, 2019
- 07:00
Do you show enough urgency in your practice?
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to convey urgency throughout your business dealings and communications with prospects and clients.
- By: Jim Ruta
- November 3, 2015 November 9, 2019
- 18:00
New OM in Ontario will present big opportunities
Advisors interested in the exempt-market space should educate themselves properly and pursue the appropriate licenses and qualifications, experts say
- By: Megan Harman
- November 3, 2015 November 9, 2019
- 17:40
Ontario making progress on key regulatory initiatives, finance minster says
The provincial government is reviewing FSCO’s and DICO’s mandates as well as the regulatory framework for financial planning
- By: Megan Harman
- November 3, 2015 November 9, 2019
- 13:40
Should you dress down for client meetings?
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and…
- By: Dan Richards
- November 2, 2015 November 9, 2019
- 06:30
Know your “non-negotiables”
Jim Ruta, president, AdvisorCraft Media and Consulting, discusses the must-do performance and productivity activities that make a business a success. He outlines nine tasks that…
- By: Jim Ruta
- October 28, 2015 November 9, 2019
- 13:40
A surgical strategy to boost your business
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.
- By: Dan Richards
- October 27, 2015 November 9, 2019
- 14:10
CRM2: Changing the way advisors and dealers do business (Replay)
Get the most up to date information and guidance on implementing the Client Relationship Model (CRM2), including practical tips, key deadlines and managing the client…
- By: Susan Silma
- October 27, 2015 November 9, 2019
- 10:00
What Liberal tax promises may mean for your clients — and when
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For…
- By: Jamie Golombek
- October 26, 2015 November 9, 2019
- 13:00
The “volatility” conversation
Ease your clients' concerns about market turbulence by explaining that it is a normal market phenomenon and that you are looking out for their best…
- By: Dwarka Lakhan
- October 25, 2015 November 9, 2019
- 23:00
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