Home In Depth Page 54

Top Stories in In Depth

Five misconceptions about millennial clients

Getting millennials interested in planning

To engage young clients in the financial planning process, you need to tweak your approach

Why retired advisors can be sued

Why retired advisors can be sued

In part four of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…

Adding value where robo-advisors can’t

Advisors can show their worth during volatile markets, and with complex financial planning needs

Partnering with a robo-advisor may be a natural fit

Advisors who develop such partnerships could find efficiency and scale in their businesses, which could help improve overall productivity

Working with robo-advisors

Digital wealth-management platforms are aiming to make life easier for traditional advisors

Wealth transfer: Advisors need to help open lines of communication

Wealth transfer: Advisors need to help open lines of communication

In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how…

The importance of meeting face to face

The importance of meeting face to face

In part three of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, explain…

Uncovering underserved insurance markets

TC Media/Credo survey shows that life insurance is less popular with certain groups

Major focus on financial planning

Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors

Banking model proves to be successful

Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own

Are robo-advisors a looming threat?

There's much debate about how robo-advisors will impact the traditional financial services sector

Greater focus needed in advertising

Advisors would like to see their banks promote financial planning rather than only mortgages in their advertisements

Report Card on Banks 2016 main chart

How advisors rated their firms

  • By: IE Staff
  • June 23, 2016 November 9, 2019
  • 23:10

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.