Financial services small-caps that managers are banking on
Part two of a Canadian small-cap roundtable
- By: Sonita Horvitch
- March 18, 2015 November 9, 2019
- 11:10
Top Stories in In Depth
Determining the value of your practice
In part nine, George Hartman, managing partner with Elite Advisors Canada, explains what determines the value of your practice, and what do to maximize the…
- By: George Hartman, Grant McIntyre
- March 18, 2015 November 9, 2019
- 09:20
Getting the best price for your business
In part eight, George Hartman, managing partner with Elite Advisors Canada, gives tips for getting the best price for your business, including how to approach…
- By: George Hartman, Grant McIntyre
- March 10, 2015 November 9, 2019
- 14:15
Keeping a practice in the family
In part seven, George Hartman, managing partner with Elite Advisors Canada, shares the professional and personal criteria to consider when deciding if you should sell…
- By: George Hartman, Grant McIntyre
- March 4, 2015 November 9, 2019
- 16:35
Caring for clients as they age
Longtime financial advisor Denis Beaulieu says that helping retired clients includes persuading them to spend as well as save. Dealing with cognitive decline among some…
- By: Susan Yellin
- March 1, 2015 November 9, 2019
- 00:00
Rise of the machines
Online financial advisory services are here, and they are not about to go away. You can survive - and thrive - in the new environment…
- By: Clare O’Hara
- February 27, 2015 November 9, 2019
- 00:00
Pensions and ex-spouses: A tangled web
Marriages come and go. And so, at times, do pensions. Recent court decisions point to the need for precision in documentation
- By: Fiona Collie
- February 27, 2015 November 9, 2019
- 00:00
Choosing the right successor for your practice
In part six, George Hartman, managing partner with Elite Advisors Canada, discusses the importance of choosing the right successor, and highlights key questions you need…
- By: George Hartman, Grant McIntyre
- February 24, 2015 November 9, 2019
- 08:00
In search of healthy returns
Part three of a U.S. equity roundtable
- By: Sonita Horvitch
- February 20, 2015 November 9, 2019
- 13:00
Strategies that enhance shareholder value
Part two of a U.S. Equity roundtable
- By: Sonita Horvitch
- February 18, 2015 November 9, 2019
- 12:45
Finding a buyer for your practice
In part five, George Hartman, managing partner with Elite Advisors Canada, discusses three categories of buyers — financial, strategic and family — and highlights the…
- By: George Hartman, Grant McIntyre
- February 18, 2015 October 30, 2019
- 06:00
Managers look under the hood of the world’s biggest growth engine
Part one of a U.S. equity roundtable
- By: Sonita Horvitch
- February 17, 2015 October 21, 2019
- 17:45
A whole new ball game
"Know your client" takes on new meaning when the person sitting across from you is a senior whose mental capacity may be diminished. Declining mental…
- By: Jim Middlemiss
- February 15, 2015 November 6, 2019
- 00:00
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