Back on his father’s team
As a child, Michael Silicz helped his father to identify prospects for his financial advisory practice. Now, four university degrees and two lawyer jobs later,…
- By: Geoff Kirbyson
- May 24, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Insurance: Your best foot forward
Getting started as an insurance advisor can be challenging because you are asking your clients to consider their mortality. However, an overwhelming majority of insurance…
- By: Megan Harman
- May 24, 2015 November 9, 2019
- 23:00
Tech tools for the rookie advisor
The right combination of devices, security software and applications can give you the edge in the competitive financial advisory business. Combined with a diligent work…
- By: Danny Bradbury
- May 24, 2015 November 9, 2019
- 23:00
Polish your “soft” skills
Technical knowledge of the financial advisory industry is not enough to build a thriving practice. You also need to develop interpersonal skills, such as listening…
- By: Dwarka Lakhan
- May 24, 2015 November 9, 2019
- 23:00
Make balance a habit early on
Make time for leisure activities as well as for your business by working leisure into your daily schedule. Making work/life balance a habit can lead…
- By: Wendy Cuthbert
- May 24, 2015 November 9, 2019
- 23:00
Focusing your mental strength
Joseph Alfie, 28, has been remarkably successful at building a high net-worth practice in less than a decade. He credits persistence, long hours and a…
- By: Kevin Dougherty
- May 24, 2015 November 9, 2019
- 23:00
Not just selling a product
At age 27, Samuel Waxman is building a successful business by focusing on clients within his age group
- By: Wendy Cuthbert
- May 24, 2015 November 9, 2019
- 23:00
Dealers’ Report Card 2015: Editors discuss setback for advisors
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Dealers’ Report Card 2015, which reveal that the…
- By: Pablo Fuchs
- May 22, 2015 November 9, 2019
- 09:15
Reps fail to move forward
Although advisors are making significant efforts to get ahead in today's challenging environment, their AUM is dropping in value while their firms struggle to deliver…
- By: Fiona Collie
- May 21, 2015 November 16, 2019
- 23:00
Fostering a culture of debate
New CSA head Louis Morisset has a crowded docket to deal with, including consideration of a fiduciary duty for advisors
- By: James Langton
- May 21, 2015 November 9, 2019
- 23:00
Firms’ proactivity is praised
Advisors lauded firms that make an effort to let advisors know what's important in a variety of ways
- By: Joy Blenman
- May 21, 2015 November 16, 2019
- 23:00
Rewards fail to motivate advisors
Although most advisors gave their dealer firms' rewards programs a shrug of the shoulder, some consider them appealing
- By: Kevin Philipupillai
- May 21, 2015 November 16, 2019
- 23:00
Back office still fails to meet needs
Advisors' complaints about their back offices remained the same as in previous years. Most notably, advisors cited overworked staff, delayed response times and multiple processing…
- By: Leah Golob
- May 21, 2015 November 16, 2019
- 23:00
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
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
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