The Seasons of an Advisor’s Life: Summer, a time for exploration and change
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- June 7, 2022 May 31, 2022
- 08:00
Top Stories in In Depth
Can IFAs help broach the insurance conversation with your clients?
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
- By: Equitable Bank
- May 16, 2022 May 11, 2022
- 08:00
How financial planners are extending portfolio longevity – and their client book
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
- By: HomeEquity Bank
- April 18, 2022 April 11, 2022
- 08:45
How can clients balance inflation vs. the cost of life insurance?
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…
- By: Equitable Bank
- April 11, 2022 April 7, 2022
- 08:45
Preventing OAS clawbacks: The effective reverse mortgage solution
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
- By: HomeEquity Bank
- March 21, 2022 April 11, 2022
- 07:00
Research and Markets
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
Can clients use an IFA to combat inflation?
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
- By: Equitable Bank
- March 14, 2022 March 14, 2022
- 08:45
The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- March 8, 2022 March 8, 2022
- 08:45
Do your clients need an IFA to reduce estate taxes?
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole…
- By: Equitable Bank
- February 14, 2022 February 14, 2022
- 08:45
Focus on Products
Canadian ETFs enter the metaverse
New funds hold several big names found in broad U.S. stock indexes
- By: Rudy Luukko
- January 24, 2022 January 24, 2022
- 00:15
Staying connected as Covid persists
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
- By: Maddie Johnson
- January 24, 2022 January 24, 2022
- 00:07
Regulatory issues to watch in 2022
Several major initiatives could launch this year
- By: James Langton, Melissa Shin
- January 24, 2022 January 17, 2023
- 00:06
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 10, 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
Top priority for regulators should be SRO reform
Editorial: Now, they need to ensure it’s done right.
- By: IE Staff
- January 24, 2022 January 24, 2022
- 00:05
Lessons learned after the B.C. floods
There’s more to the recent disaster in southwestern B.C. than nature gone wild. People played a major role