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
Top Stories in In Depth
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
Much confusion remains on CRM2
The new regulatory system will necessitate advisors to follow incredibly detailed requirements
- By: Tessie Sanci
- June 5, 2015 November 9, 2019
- 13:10
Casual Friday: Avoid these four common etiquette blunders
In today’s hurried business culture you can forget your manners
- By: Leah Golob
- June 5, 2015 November 17, 2019
- 10:20
Raising the retirement age: Issues and consequences
Robert Brown, professor emeritus, University of Waterloo, discusses the actuarial impact of raising the retirement age. He outlines how key future demographics will impact retirement…
- By: Robert Brown
- June 5, 2015 November 9, 2019
- 09:10
CIFPs elects new chairman
James Boylan succeeds Tony Mahabir
- By: Megan Harman
- June 5, 2015 November 9, 2019
- 07:00
Rookies: four tips for working with your assistant
Your assistant should play the role of business partner
- By: Leah Golob
- June 4, 2015 November 9, 2019
- 11:00
How to develop an effective year-round client appreciation strategy
John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.
- By: Rebecca Horwood
- June 1, 2015 November 17, 2019
- 15:05
Show client appreciation with small gestures
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
- By: Tessie Sanci
- May 27, 2015 November 17, 2019
- 09:50
Client appreciation events with impact
By matching activities to particular types of clients, you can build stronger relationships
- By: Tessie Sanci
- May 26, 2015 November 17, 2019
- 09:50
Expressing appreciation year-round
Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process
- By: Tessie Sanci
- May 25, 2015 November 17, 2019
- 13:00
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