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Global equities: Managers discuss investment ideas in industrials, technology and consumer sectors

Part three of a global equity roundtable

CRM2: Three key communication strategies for client satisfaction and retention

CRM2: Three key communication strategies for client satisfaction and retention

In part five of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discusses three communication strategies designed to improve…

Managers find value in U.S. banks, but clash on energy stocks

Part two of global equity roundtable

Global equities: Brace for slow growth, rising rates and political uncertainty

In the first instalment of a three-part global equity roundtable, three mutual fund managers explain how they’re positioning their portfolios for potentially stormy market conditions…

Top three pitfalls in CRM2 client conversations and how to avoid them

Top three pitfalls in CRM2 client conversations and how to avoid them

In part four of a six-part series, Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss the three biggest pitfalls in client…

CRM2: How to define your fee-worthy value

CRM2: How to define your fee-worthy value

In part three of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…

Mutual funds remain product of choice

High-income individuals and their advisors also prefer mutual funds to stocks, seg funds or ETFs

CRM2 fee reporting: What you need to say to clients before 2017

CRM2 fee reporting: What you need to say to clients before 2017

In part two of a six-part series, “The impact of CRM2 on investors,” Dan Richards, CEO, Client Insights, and Susan Silma, co-founder, CRM2 Navigator, discuss…

Unbundling commissions would limit middle-class retirement savings

Unbundling commissions would limit middle-class retirement savings

Pierre Lortie, senior business advisor, Dentons Canada LLP, says evidence suggests retail investors will resist paying upfront fees for advice, leaving them at risk of…

U.K. regulations caused advisor exodus and advice gap

U.K. regulations caused advisor exodus and advice gap

Bhupinder Anand, managing director, Anand Associates, discusses his perspective on the aftermath of the U.K.’s 2013 Retail Distribution Review, which caused an exodus of investment…

Clients need to make voices heard if SRO for advisors is to become a reality

Although the provinces have not moved yet on the effort to see the creation of an SRO for advisors, clients could help tip the scale…

MFDA releases guide to new CRM2 reports for investors

Insurance advisors must get ready for greater regulation

The creation of an FSRA in Ontario and the rapid pace of regulatory change occurring on the investment side of the business has big implications…

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.