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Global equities: Managers grapple with growth slowdown and terrorism fears

Part one of a global equity roundtable

What you can learn from a Navy Seal

What you can learn from a Navy Seal

Jim Ruta, president, AdvisorCraft Media and Consulting, gives seven high performance tips from a Navy Seal Team Six leader, and explains how they apply to…

  • By: Jim Ruta
  • December 2, 2015 November 9, 2019
  • 14:00

Holiday gifts that resonate with clients

Make it memorable and personal

  • By: Leah Golob
  • December 1, 2015 November 17, 2019
  • 12:11
Damage control: Online reputation management

Damage control: Online reputation management

Matt Earle, president of Reputation.ca in Toronto, explains why online reputation management is critical, and outlines the steps you need to take to manage your…

A small gift with lasting impact

A small gift with lasting impact

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why gifts tied to personal, positive and memorable experiences have the greatest resonance with clients.

Make a name for yourself in the virtual world

Cultivate a strong online reputation by building profiles on platforms that will attract the attention of Google and encourage clients to leave positive reviews

Socially responsible advisor

Ryan Colwell, an advisor in Georgetown, Ont., thought he was headed for a career in the arts when he took a job at a financial…

It’s the impact that counts

The effectiveness of client appreciation gifts is rarely commensurate with cost. What is important is that the gift be personal and unique and resonate with…

How to handle a bad review online

Responding directly to a negative comment can demonstrate your dedication to customer service, but be careful to avoid a public battle of words

CFP Symposium: Protecting older clients from financial abuse

CFP Symposium: Protecting older clients from financial abuse

John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…

  • By: John Poyser
  • November 25, 2015 November 9, 2019
  • 14:51

Keep tabs on your virtual reputation

Set up a system to monitor what information is being posted and shared about you online, so that you’re prepared for what your prospects might…

CFP Symposium: Help emotional clients keep their cool

CFP Symposium: Help emotional clients keep their cool

Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…

Rethinking Retirement: A growing need for equities

Rethinking Retirement: A growing need for equities

Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…

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.