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What to tell your clients about ICOs

Initial coin offerings may promise reward, but they carry high levels of both regulatory and financial risk

How blockchain could supercharge financial services

Financial services firms are embracing blockchain technology to improve efficiencies, cut costs and reduce risks

Brave new way of doing business

As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients

Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…

Social media: Getting it right

As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and…

Avoid technology’s health risks

Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time…

Technology and the art of advice

Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests…

  • By: Leah Golob
  • February 15, 2018 November 9, 2019
  • 00:12

The winners: Advisors who adapt

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional…

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV…

The vast potential of blockchain technology

Blockchain technology has the potential to disrupt many sectors and business models beyond cryptocurrencies such as bitcoin. Here’s what it is and how it works.

Explaining RRSPs and TFSAs is key

Canadians who work with an advisor are much more likely to take advantage of tax-registered plans such as RRSPs and TFSAs

Vibrant growth continues in Ontario

Higher wages could bolster consumer spending, but rising interest rates and stricter mortgage rules pose challenges for the housing market

Booming B.C. faces looming risks

Solid economic growth in B.C. is expected to continue. However, the new NDP government faces challenges

  • By: Brian Lewis
  • February 5, 2018 November 9, 2019
  • 00:18

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?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

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…

CPPIB spending $690M for minority stake in software firm Regnology

The firm makes software focused on regulatory reporting solutions for financial institutions

Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way

Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

Why the Definition of Independence Matters in the Canadian Securities Industry

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

Brokerage Report Card 2024 main chart

How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

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

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

How do responsible investment principles benefit long-term investors?

A time-tested, differentiated approach to responsible investing is an advantage in volatile times, says NEI Investments’ Vice-president and Head of Responsible Investing, Adelaide Chiu.

How can optimized diversification protect investors in 2025 and beyond?

A multilayered approach can minimize risk and uncover the unseen, says NEI Investments’ Vice-president and Head of Asset Allocation, Judith Chan.

Where might growth emerge as the Magnificent Seven’s dominance fades?

NEI Investments’ CIO, John Bai, explains why investors may benefit from broader market exposure in 2025.