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?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
Top Stories in In Depth
Active U.S. Large Cap Managers Could Be Poised to Outperform
A narrow U.S. market potentially sets stage for excess returns.
- By: T. Rowe Price
- August 22, 2022 August 24, 2022
- 09:00
Financing the buyout of the marital home after a “grey divorce”
Learn how a reverse mortgage can be used to retain possession of the family home.
- By: HomeEquity Bank
- July 18, 2022 July 8, 2022
- 07:00
How to keep a vacation property in the family using a reverse mortgage
Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.
- By: HomeEquity Bank
- June 20, 2022 June 15, 2022
- 07:00
Debunking Myths About IFAs
Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult…
- By: Equitable Bank
- June 13, 2022 June 13, 2022
- 15:00
The Seasons of an Advisor’s Life: Summer, a time for exploration and change
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- June 7, 2022 May 31, 2022
- 08:00
Can IFAs help broach the insurance conversation with your clients?
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are…
- By: Equitable Bank
- May 16, 2022 May 11, 2022
- 08:00
How financial planners are extending portfolio longevity – and their client book
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
- By: HomeEquity Bank
- April 18, 2022 April 11, 2022
- 08:45
How can clients balance inflation vs. the cost of life insurance?
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need…
- By: Equitable Bank
- April 11, 2022 April 7, 2022
- 08:45
Preventing OAS clawbacks: The effective reverse mortgage solution
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.
- By: HomeEquity Bank
- March 21, 2022 April 11, 2022
- 07:00
Research and Markets
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
Can clients use an IFA to combat inflation?
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit…
- By: Equitable Bank
- March 14, 2022 March 14, 2022
- 08:45
The Seasons of an Advisor’s Life: Spring, a time for reinvention, revival and moving on
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- March 8, 2022 March 8, 2022
- 08:45
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Learning the language of the next generation
The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when…
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:30
CPPIB spending $690M for minority stake in software firm Regnology
The firm makes software focused on regulatory reporting solutions for financial institutions
- By: The Canadian Press
- December 20, 2024 December 20, 2024
- 10:05
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.
- By: Edward Jones
- December 9, 2024 December 9, 2024
- 09:00
Private REITs Offer Stability in Uncertain Political Environments
How private REITs can reduce portfolio volatility in times of public market turbulence.
- By: Skyline Wealth Management
- December 2, 2024 December 3, 2024
- 07:00
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.
- By: Designed Securities
- November 4, 2024 October 30, 2024
- 07:00
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.
- By: Designed Securities
- September 9, 2024 September 26, 2024
- 08:00
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
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
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
Staying connected as Covid persists
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
- By: Maddie Johnson
- January 24, 2022 January 24, 2022
- 00:07
Can investing choices open doors to opportunity?
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
- By: NEI Investments
- September 30, 2024 September 18, 2024
- 09:00
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.
- By: NEI Investments
- September 9, 2024 September 9, 2024
- 08:00
Can investing choices create a more inclusive economy?
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.
- By: NEI Investments
- August 12, 2024 August 9, 2024
- 08:00