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Staying clear of tax mistakes and penalties

Staying clear of tax mistakes and penalties

Adrienne Woodyard discusses how to avoid the most common tax filing errors and penalties (Part 3 of 4)

Don’t let tax documentation go wrong

Don’t let tax documentation go wrong

From documents to deadlines, from fires to floods, Adrienne Woodyard discusses how to keep tax documentation up to CRA standards (Part 2 of 4)

CRA audits: Risks, pitfalls and tips

CRA audits: Risks, pitfalls and tips

Adrienne Woodyard explains what puts businesses and individuals at risk of CRA audits, and explains dos and don’ts of managing the audit process (Part 1…

Advisors’ Report Card 2017: Editors discuss the key trends of this year’s Report Card series

Advisors’ Report Card 2017: Editors discuss the key trends of this year’s Report Card series

The case for helping younger Canadians

Advisors could reap significant rewards from helping young Canadians build up their financial knowledge

Advisors look to the future

As the financial services sector undergoes profound changes, advisors will need support from their firms to meet the increasing challenges and build strong practices

Advisors’ Report Card 2017 main chart

How advisors rated their firms

  • By: IE Staff
  • August 24, 2017 November 9, 2019
  • 00:08

Decisive support

Overwhelming backing for “best interest” standard

Communication’s key role

How advisors feel about their firms' communications efforts has an impact beyond measure

Notable changes in advisors’ businesses

Although there's little movement in the overall numbers, a closer look at advisors' metrics in the four distribution channels included in the Report Card series…

Shift from smaller accounts begins

Brokerages are leading the way in encouraging advisors to drop the smallest clients from their books of business

Advisors praise product shelves

Having a robust product offering from firms is very important to advisors

  • By: Leah Golob
  • August 24, 2017 November 9, 2019
  • 00:03

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.