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Tax changes could affect insurance

The CRA's proposed amendments to the way corporations are taxed could have an impact on insurance sales and the use of insurance in corporate planning…

Clamping down on income splitting

The Liberals' recent proposed tax changes for private corporations are part of a larger effort by the feds to eliminate opportunities for wealthier Canadians to…

Slideshow: Gauging advisors’ relative productivity

Although productivity is becoming more critical, there are signs that the best-paid sales forces aren’t necessarily the most productive

Advisors must embrace changing technology

Advisors must embrace changing technology

George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing…

Breaking down Ottawa’s proposed tax changes

Breaking down Ottawa’s proposed tax changes

Kevin Wark discusses how Ottawa’s proposed changes to the taxation of private corporations would affect income sprinkling, dividends and capital gains

  • By: Kevin Wark
  • October 9, 2017 November 9, 2019
  • 18:00

Shareholder activism on the upswing: report

Shareholders are increasingly pushing back on excessive executive compensation

Tackling longevity risk

Insurance products such as annuities can provide valuable peace of mind for retirees, but there are drawbacks to consider

  • By: Jade Hemeon
  • September 27, 2017 November 9, 2019
  • 11:59

An alternative approach to minimizing risk

Advisors can use a growing array of alternative investment strategies to help clients reduce volatility in their portfolios

  • By: Jade Hemeon
  • September 26, 2017 November 9, 2019
  • 17:20
Fear of financial loss limits investors’ opportunities: study

Fear of financial loss limits investors’ opportunities: study

Investors are open to alternative investments and want greater exposure to ESG, but need the right advice on strategies

  • By: Leah Golob
  • September 26, 2017 November 9, 2019
  • 16:15

Smoothing out returns in volatile times

With low interest rates and high equities valuations posing risks for investors, advisors can help clients find ways of adding some predictability to their portfolios

  • By: Jade Hemeon
  • September 25, 2017 November 9, 2019
  • 17:00
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Slideshow: The top 10 rated firms in this year’s Report Card series

The firms with which advisors are most pleased come from every channel in the Report Card series, but share some key traits

Tax penalties and how to apply for relief

Tax penalties and how to apply for relief

From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)

Advisors boost client confidence

Retirement-focused clients who have an advisor are more optimistic about reaching their financial goals

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.