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Minimizing the cybersecurity threat

What can advisors do to protect themselves against an online attack?

CIFPs 2016: Knowing values key to a fulfilling retirement

CIFPs 2016: Knowing values key to a fulfilling retirement

Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses…

Protecting the data in your pocket

The most dangerous threat to your cybersecurity could be your mobile phone. Here’s how you can protect your device

PlanPlus announces Canada National Financial Planning Awards winners

Conrad Toner, founder of True North Retirement Counsel in Peterbrough, Ont., honoured

  • By: IE Staff
  • May 25, 2016 November 9, 2019
  • 17:00
CIFPs 2016: Key highlights from the 2016 Fidelity Retirement Survey

CIFPs 2016: Key highlights from the 2016 Fidelity Retirement Survey

Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising…

The growing threat of cyberattacks

Cyberthreats are becoming more devious, and they present a key risk to both your business and your clients. Here’s what advisors need to know

CIFPs 2016: Three strategies for successful investing in retirement

CIFPs 2016: Three strategies for successful investing in retirement

Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return…

Not reporting an E&O claim could have negative consequences

Not reporting an E&O claim could have negative consequences

Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help…

Half full or half empty?

There’s much to commend in the Ontario government’s Expert Committee’s preliminary recommendations, but also some areas that need to be revisited

  • By: Cary List
  • May 24, 2016 November 10, 2019
  • 05:00

BMO upbeat on U.S., Canadian growth

Consumer spending and housing market driving U.S. economy

Succession: Seller beware

Vetting the buyer of your practice should be a key component of your exit plan

Debt management the biggest priority for Canadians: BMO poll

Guide clients through key retirement decision

Deciding where to live in retirement is a matter of identifying priorities

Dealers’ Report Card 2016: Editors discuss positive results

Dealers’ Report Card 2016: Editors discuss positive results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Dealers’ Report Card, including growing books of…

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.