Move to fees is accelerating
CRM2, with its focus on enhancing the investment costs to clients, is transforming advisors' traditional revenue model
- By: James Langton
- August 20, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Are advisors ready for CRM2?
Most advisors say they already have transformed their businesses in anticipation of CRM2, but others say the new regulatory regime is bound to be disruptive
- By: Rudy Mezzetta
- August 20, 2015 November 9, 2019
- 23:00
A new landscape
Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of new…
- By: Fiona Collie
- August 20, 2015 November 9, 2019
- 23:00
Communication is a key priority
Work remains to be done to improve firms' communication efforts with their advisors
- By: Tessie Sanci
- August 20, 2015 November 9, 2019
- 23:00
Could robo-advisors boost demand for traditional advice?
New research suggests that combining the scalability of technology with advisor relationships will enable wealth managers to increase their market position
- By: James Langton
- August 18, 2015 November 9, 2019
- 15:11
Four mistakes to avoid at your next conference
Put the phone away and make eye contact
- By: Leah Golob
- August 18, 2015 November 17, 2019
- 09:45
ETF Facts: New disclosure requirement proposed for Canadian ETFs
In part three of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, explains proposed amendments that would require exchange-traded funds…
- By: Rebecca Cowdery
- August 10, 2015 November 9, 2019
- 06:31
The insurance gap: Focus on the middle market
Educating members of the large underinsured segment — not selling — is key
- By: Megan Harman
- July 31, 2015 November 9, 2019
- 10:10
Use life events to close the insurance gap
Chris Karram, co-CEO and financial advisor with Safebridge Financial Group, discusses how to identify clients who may be underinsured and gives tips on using key…
- By: Chris Karram
- July 30, 2015 November 9, 2019
- 10:45
The insurance gap: A growing opportunity
The middle market is underserved and underinsured
- By: Megan Harman
- July 29, 2015 November 9, 2019
- 10:45
Five common conference-call faux pas
Dial in on time and put all other tasks on hold
- By: Leah Golob
- July 27, 2015 November 17, 2019
- 11:20
Keeping on the sunny side of life
When Peter Letkeman, formerly a professor of chemistry at Brandon University, lost his sight, he remained positive. He took steps to become a financial advisor…
- By: Anne-Marie Vettorel
- July 26, 2015 November 9, 2019
- 23:00
Insurance Advisors’ Report Card 2015: Editors discuss key trends
- By: Pablo Fuchs
- July 24, 2015 November 9, 2019
- 08:40
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