Home In Depth Page 46

Top Stories in In Depth

Managing debt in retirement

Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to…

Insurance industry must step up succession planning efforts

Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan…

The secret of client retention

Greater transparency a positive for advisors

With investors being more informed, they are less likely to sue their advisors if their investments go south

Advisors falling short on providing Canadians tax-planning advice

Most Canadians not aware of yearend tax strategies, CIBC poll finds

And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage…

FSCO finds life insurance agents failing to meet their regulatory responsibilities

The provincial regulator’s recent examinations of life insurance agents revealed several gaps in compliance, especially as they relate to disclosure

Helping clients with registered accounts

Other financial priorities make contributing to these accounts difficult for some clients

Key steps to mentorship success

Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish

Regulators divided over best interest standard

Regulators divided over best interest standard

In the final video of a six-part series on regulatory changes, Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP,…

Finding the right mentor

A well-suited mentor is not necessarily someone who is more experienced than you, and he or she may even be in a different industry

The growing value of mentorship

Mentoring has many benefits for both junior advisors establishing their careers and senior advisors striving to keep up with changes in the industry

Three new yearend tax tips for 2016

Three new yearend tax tips for 2016

In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…

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.