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CRM2 and Fund Facts: The fit

How to help clients avoid confusion

Mind the gap

CRM2-style disclosure could be coming for a range of insurance products

Is Canada playing catch-up?

Other countries have been more aggressive about investor protection

Avoid these media-interview pitfalls

Men clients need much support before entering retirement

Financial planners need to be aware of the psychological, sociological and emotional implications of retiring and when helping clients prepare for this phase of their…

Greater diversification needed in clients’ portfolios

Financial planners need to be aware of and emphasize the use of a variety of investment products to help clients diversify their investments and meet…

Managers take a defensive stance on corporate bonds

In part three of a fixed-income roundtable, the managers explain why they are positioning their portfolios conservatively

The IAFP focuses in on increasing its membership

The IAFP focuses in on increasing its membership

The institute, which grants the RFP designation, is dealing with challenges related to declining membership due to retirement and competition

What advisors need to know about the CSA’s “best interest” standard

What advisors need to know about the CSA’s “best interest” standard

In part one of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…

Tapping into Latin America’s turnaround

Some money managers are upping their exposure to Latin America, believing the worst is over and stock prices have strong upside potential

  • By: Jade Hemeon
  • September 22, 2016 November 9, 2019
  • 10:40

Undiscovered opportunities in India

With the fastest-growing major economy in the world, a young population and an efficient new tax regime, India holds much potential for investors

  • By: Jade Hemeon
  • September 21, 2016 November 9, 2019
  • 12:55

If you think Canadian yields are low, check out Germany or Japan

In part two of a fixed-income roundtable, the managers discuss the impacts of Brexit and the U.S. election, the rate shock of negative yields, and…

The revival of emerging markets

After a tough few years, emerging markets are now outperforming, and the investment opportunities in these markets are expanding to more countries and industries

  • By: Jade Hemeon
  • September 20, 2016 November 9, 2019
  • 14:25

Why interest rates remain so low

In the first installment of a fixed-income roundtable, three mutual fund managers explain why interest rates around the world remain so low and, in some…

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.