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Alberta’s economy is on the mend

A resurgence in oil prices helped Alberta’s economy enjoy a healthy rebound in 2017, and further growth is expected this year

Quebec experiences impressive growth

Manufacturing and construction have been strong economic drivers form Quebec, the growth of which is expected to slow slightly this year

Atlantic Canada slows down

An aging population, declining energy exports and fewer major projects weigh down economic activity in the Atlantic provinces

Healthy growth in the Prairies

Improvements in oil prices and potash production are driving a rebound in Saskatchewan’s economy, while Manitoba stays the course

All eyes on mining in the North

Declines in GDP for the Northwest Territories and Nunavut are anticipated for 2018. The outlook for the Yukon is much brighter

Expanding your business with centres of influence

Building a strong referral network can be beneficial for all parties involved

  • By: Leah Golob
  • January 31, 2018 November 9, 2019
  • 10:31

The power of prospecting

Employing both digital and traditional prospecting strategies on a regular basis are crucial to growing your practice

  • By: Leah Golob
  • January 30, 2018 November 9, 2019
  • 10:15

Develop your unique value proposition

Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

  • By: Leah Golob
  • January 29, 2018 November 9, 2019
  • 11:35
Table

Strong relationships drive client loyalty

Advisors with Raymond James, DS and IPC received some of the best ratings from their clients, according to new research

Awaiting a decision

After a year of intense debate over a ban on embedded commissions, all eyes are on the CSA

The regulatory conundrum

The big issue is the fate of the proposed Co-operative Capital Markets Regulator. But other issues will contribute in making 2018 a confusing year

Innovation, international growth

Canada's Big Six banks seek new ways to embrace technology - including working with fintech firms and incorporating AI into banking services

Fintech firms target expansion

With robo-advisor platforms and similar services here to stay, these firms will magnify their existing offerings and enter new arenas

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.