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How to help “Silver Surfers”

Technology can help older clients manage both long-term assets and daily finances

CPP: Answering your questions

Many clients rely on the Canada Pension Plan to form at least part of their guaranteed retirement income. But deciding when to take the benefit,…

Helping the kids inherit

Many affluent families worry that a large inheritance will rob their children of motivation. There also are concerns about how they will handle the money.…

ETFs: The value of starting early

Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF…

  • By: Jade Hemeon
  • November 14, 2017 November 9, 2019
  • 00:50
Retirement income planning for longevity risk

Retirement income planning for longevity risk

Kevin Wark explains the discussions you need to have with clients to protect them from longevity risk

  • By: Kevin Wark
  • November 12, 2017 November 9, 2019
  • 18:30

FSCO to revamp insurance advisors’ compliance exams

The regulator will begin sending out questionnaires to some advisors who are deemed to be higher risk to determine if they need a more in-depth…

Former finance minister takes aim at embedded commissions, tax changes

Banning commissions could reduce access to financial advice while proposed tax changes could have a severe impact on business owners, Joe Oliver argues

Law Commission of Ontario proposes new rules relating to POAs

MFDA: Signature falsification still a problem

Infractions range from the use of blank forms signed in advance by the client to actively signing the client’s name

Much debate on new CE proposals

IFB launches continuing education platform

IFB Academy gives financial professionals the opportunity to earn CE credits by taking online courses

Life insurance tax changes: Winners, losers and what advisors need to know

Life insurance tax changes: Winners, losers and what advisors need to know

Kevin Wark outlines the impact of recent tax changes to life insurance

  • By: Kevin Wark
  • November 6, 2017 November 9, 2019
  • 06:00

Institutional investors warm up to responsible investing

There’s a clear trend globally toward greater awareness, interest and adoption of ESG analysis and responsible investing

  • By: Leah Golob
  • October 31, 2017 November 9, 2019
  • 12:07
Benefits of life interest trusts for HNW clients

Benefits of life interest trusts for HNW clients

Kevin Wark explains how to use life interest trusts in planning for high net-worth clients

  • By: Kevin Wark
  • October 29, 2017 November 9, 2019
  • 13:00

Taking responsibility

Petra Remy has been motivated by social responsibility since she was a teenager. Today, she's an investment advisor who specializes in responsible investing and financial…

  • By: Leah Golob
  • October 27, 2017 November 9, 2019
  • 00:50

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

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.

Private REITs Offer Stability in Uncertain Political Environments

How private REITs can reduce portfolio volatility in times of public market turbulence.

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

Can investing choices open doors to opportunity?

The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.

Can investing choices improve quality of life?

The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.

Can investing choices create a more inclusive economy?

The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.