Update your Twitter toolbox
There’s no shortage of online social-media tools, and sifting through the available apps to find a tool that is right for you can be daunting.…
- By: Leah Golob
- October 6, 2015 November 16, 2019
- 10:31
Top Stories in In Depth
An advisor’s moment of truth
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why August’s plunging markets were an opportunity for advisors to demonstrate their value to…
- By: Dan Richards
- October 5, 2015 November 9, 2019
- 14:40
Five ways to improve your Twitter presence
These free tools enhance the look of your tweets and the efficiency of your twitter strategy
- By: Leah Golob
- October 5, 2015 November 16, 2019
- 09:30
Family and children benefits could change significantly
The Tories staked their ground on the Family Tax Cut, which they introduced last year. The Liberals and NDP would eliminate it, saying it benefits…
- By: Dwarka Lakhan
- October 5, 2015 November 9, 2019
- 06:00
Measuring your impact on Twitter
Define your objectives; check analytics
- By: Leah Golob
- October 2, 2015 November 16, 2019
- 09:55
Childhood fascination with stocks has gone a long way for Scott Brison
The Liberal MP, who once accompanied his stockbroker father as a teen when visiting clients, is the party’s spokesperson on economic issues as well as…
- By: Jade Hemeon
- October 2, 2015 November 9, 2019
- 05:00
Power your tweets with hashtags
Increase your visibility and find comments about topics of interest
- By: Leah Golob
- October 1, 2015 November 16, 2019
- 14:15
Finding bonds across borders
Opportunities in the Canadian fixed-income market may be limited, but investors can look abroad for higher yields
- By: Jade Hemeon
- September 30, 2015 November 9, 2019
- 15:00
Four ways to make your tweets stand out
Use pictures and engage experts in discussions
- By: Leah Golob
- September 30, 2015 November 16, 2019
- 11:10
TFSA takes centre stage in this year’s election
The Liberals, NDP and the Green Party would all roll back the annual TFSA contribution limit to $5,500
- By: Geoff Kirbyson
- September 30, 2015 November 9, 2019
- 05:00
Five steps to improve advisor productivity
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives 5 tips from recent research that are proven to boost your productivity.
- By: Dan Richards
- September 29, 2015 November 9, 2019
- 14:50
Building your presence on Twitter
A four-point strategy to gain followers
- By: Leah Golob
- September 29, 2015 November 16, 2019
- 11:30
Bay Street experience provides NDP candidate with fresh perspective
Harbaljit Kahlon is a big supporter of eliminating the Family Tax Cut and putting in place policies catered to the middle class
- By: Fiona Collie
- September 29, 2015 November 9, 2019
- 09:00
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 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