Expert help is highly valued
Advisors want their firms to have teams of specialists to help with clients' increasing needs in wealth-management services
- By: Fiona Collie
- June 18, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Advisors hold their firms to account
CIBC and Meridian received great praise from their advisors, while the other firms in the survey have areas to improve
- By: Fiona Collie
- June 18, 2015 November 9, 2019
- 23:00
Report Card: A decisive advantage
Big increase in AUM and productivity
- By: James Langton
- June 18, 2015 November 9, 2019
- 23:00
Casual Friday: Top five client-meeting etiquette mistakes
Don’t wait until a client beaks into a fit of coughing before offering a beverage
- By: Leah Golob
- June 12, 2015 November 17, 2019
- 10:35
Include RESPs and RDSPs in client planning
Minister of State (Social Development) Candice Bergen reminds advisors to make sure they tell clients about government savings vehicles for education and the disabled (RESPs…
- By: Candice Bergen
- June 9, 2015 November 9, 2019
- 15:30
CIFPs 2015: Beat the robo-advisor competition
Shawn Brayman, president, PlanPlus Inc., explains how to compete against robo-advisory services by redefining your value proposition and billing model, focusing on areas where you…
- By: Shawn Brayman
- June 9, 2015 November 9, 2019
- 09:30
CIFPs 2015: The economics of retirement
Peter Drake, vice president, retirement & economic research with Fidelity Investments Canada ULC, discusses key economic and demographic trends that will impact future financial planning.…
- By: Peter Drake
- June 8, 2015 November 9, 2019
- 13:35
Competing against robo-advisors
Consistent service and fees are key areas where robo-advisory services have an edge
- By: Tessie Sanci
- June 8, 2015 November 9, 2019
- 10:50
Much opposition to ORPP at the CIFPs
Introduction of provincial plan means clients would substitute their TFSA or RRSP investments for the mandatory public pension
- By: Tessie Sanci
- June 8, 2015 November 9, 2019
- 06:45
Ensure your practice is properly protected
With claims against advisors on the rise, you need to ensure you obtain the proper E&O insurance for your practice by asking some key questions
- By: Megan Harman
- June 8, 2015 November 9, 2019
- 06:35
Time to go after millennial clients is now
Although there are misperceptions about this demographic, data show that these young adults are on track just the way baby boomers were 30 years ago
- By: Megan Harman
- June 8, 2015 November 9, 2019
- 06:30
CIFPs 2015: Tax update from Jamie Golombek
Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may…
- By: Jamie Golombek
- June 5, 2015 November 9, 2019
- 14:00
Advisors facing a regulatory storm
Regulatory developments both at home and abroad have resulted in an unprecedented landscape, lawyer says
- By: Tessie Sanci
- June 5, 2015 November 9, 2019
- 13:50
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