Casual Friday: Minding your email etiquette
Your messages should be polite, personalized and professional
- By: Leah Golob
- June 26, 2015 November 17, 2019
- 10:05
Top Stories in In Depth
Set up a new hire for success
Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
- By: Fiona Collie
- June 24, 2015 November 9, 2019
- 09:00
How to structure a financial advisory team
April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest…
- By: Fiona Collie, April-Lynn Levitt
- June 23, 2015 November 9, 2019
- 14:30
Finding the right person for your team
Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate
- By: Fiona Collie
- June 23, 2015 November 9, 2019
- 10:45
Rookies: How to make a good first impression
Make up for inexperience by building credibility
- By: Leah Golob
- June 22, 2015 November 17, 2019
- 09:50
Casual Friday: Five etiquette tips for client meetings
Make sure visitors are comfortable, and minimize distractions
- By: Leah Golob
- June 19, 2015 November 17, 2019
- 10:10
Report Card on Banks and CUs 2015 main chart
How advisors rated their firms
- By: IE Staff
- June 18, 2015 November 9, 2019
- 23:00
Taking ETFs into the future
Horizons' co-CEO Steven Hawkins takes over as the firm continues to expand and build its award-winning ETFs
- By: Jade Hemeon
- June 18, 2015 November 9, 2019
- 23:00
Online access for clients is top-notch
Advisors praise their firms' online platforms, which have significant integration of investment and banking accounts
- By: Kelsey Rolfe
- June 18, 2015 November 9, 2019
- 23:00
Technology remains an area of concern
Advisors have many concerns about their firms' technology, and several firms have much room for improvement
- By: Anne-Marie Vettorel
- June 18, 2015 November 9, 2019
- 23:00
Better balance needed in training
Banks and credit unions need to provide advisors with a variety of training opportunities delivered in various ways
- By: Rudy Mezzetta
- June 18, 2015 November 9, 2019
- 23:00
Praise for extensive retirement programs
Comprehensive programs matter to these advisors as they can't sell their books of business to fund their retirement
- By: Joy Blenman
- June 18, 2015 November 9, 2019
- 23:00
Compliance is doing a thorough job
Advisors lauded compliance staff who are approachable and take the time to make sure all regulatory requirements are met
- By: Megan Harman
- June 18, 2015 November 9, 2019
- 23:00
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