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Communicating with clients during times of volatility

Some clients will worry more than others. Your job is to reassure them

Income-paying equities: Managers insist on strong balance sheets for their energy holdings

Part three of an equity-income roundtable

A letter to clients: Why I’m optimistic about the future and you should be too

A letter to clients: Why I’m optimistic about the future and you should be too

In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients.…

Income-paying equities: Securities-selection criteria in a low-return environment

Part two of an equity income roundtable

Income-paying equities: Is the sell-Canada theme nearly over?

Part one of an equity-income roundtable

Signs of inflation and deflation

Web exclusive: Some strategists think there could be wage pressure in the U.S.

Gold still lacks lustre

Web exclusive: Although gold bugs remain positive, gold may be best used as inexpensive insurance in a portfolio to provide some protection against steep plunges…

New reforms taking shape

As global financial regulators begin implementing new requirements, policy-makers are hammering out the details of these reforms and assessing the impact of measures already introduced

Emerging uncertainty

Low commodities prices, rising interest rates and political instability will hamper emerging markets outside Asia. But fund portfolio managers see upside in some industries

Modest gains for Canadian dollar?

As we head into 2016, the U.S. dollar is likely to remain around current levels against most currencies. But that does not preclude some ups…

Three sectors stand out in the U.S.

Health care, consumer discretionary and telecommunications services stand out as favourites on Wall Street for 2016. Information technology, financial services, industrials and consumer staples also…

Japanese reforms still needed

Corporate sector has benefited from "Abenomics," while quantitative easing has pushed down the yen vs the US$, making exports more profitable

China slowing, but still growing

As China's government faces several challenges, the world's second-largest economy is expected to grow by more than 6% this year. Investment opportunities are shifting from…

  • By: Jade Hemeon
  • January 15, 2016 November 9, 2019
  • 00:00

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.