Great assistance in high demand
The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence
- By: Fiona Collie
- July 23, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Engagement letters gaining prominence
The percentage of advisors and clients who have signed engagement letters has risen over the past year
- By: Kelsey Rolfe
- July 23, 2015 November 9, 2019
- 23:00
Falling short on technology
Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available
- By: Rudy Mezzetta
- July 23, 2015 November 9, 2019
- 23:00
A mixed bag in application processing
Advisors with Freedom 55 and GWL were livid with their application processing, while other firms do a solid job
- By: Megan Harman
- July 23, 2015 November 9, 2019
- 23:00
Insurance Advisors’ Report Card 2015 main chart
How advisors rated their firms
- By: IE Staff
- July 23, 2015 November 9, 2019
- 23:00
Point of sale: Requirements and exceptions for online and phone sales
In part two of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses Fund Facts requirements for mutual fund sales…
- By: Rebecca Cowdery
- July 21, 2015 November 9, 2019
- 15:25
Casual Friday: Three quick tips on email etiquette
Use as much thought as you would in drafting a formal letter
- By: Leah Golob
- July 17, 2015 November 17, 2019
- 10:20
Build point of sale into your practice
Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors…
- By: Rebecca Cowdery
- July 14, 2015 November 9, 2019
- 15:25
Closing the life insurance coverage gap
Why many Canadians are lacking the protection they need, and how advisors can help
- By: Rick Forchuk
- July 9, 2015 November 9, 2019
- 09:00
CASL and class action risk
Recipients of spam may sue, starting in 2017
- By: Jim Middlemiss
- July 3, 2015 November 9, 2019
- 05:55
CASL Update: Most advisors managing the basics well
But several hot spots may still cause trouble
- By: Jim Middlemiss
- July 2, 2015 November 9, 2019
- 11:15
Ontario launches consultation on financial planning
Expert committee seeks feedback on the definition of financial planning, and how planning differs from advice
- By: James Langton
- July 2, 2015 November 9, 2019
- 10:30
A year on, anti-spam enforcement ramps up
CASL penalties so far are few, but many more are expected
- By: Jim Middlemiss
- June 29, 2015 November 9, 2019
- 14:45
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