Home In Depth Page 72

Top Stories in In Depth

Investment strategies in a sluggish economy

Part one of a Canadian equity roundtable

When prospects have an advisor

When prospects have an advisor

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.

Casual Friday: Four tips for a better business lunch

Smoothing out these details can make for a more productive, pleasant meeting

  • By: Leah Golob
  • November 6, 2015 November 17, 2019
  • 12:55

MICs and syndicated mortgages offer diversification

These products carry risks and advisors need to ensure they understand the licensing and regulatory requirements associated with these investments

Hard data on the impact of trailer fees

New research confirms regulator's concerns about fund fees and potential conflicts of interest

Steering SSQ’s great leap forward

SSQ is expanding rapidly across regions and product lines. Meet the man in charge of making sure that change also means success

Attracting retired prospects

Persuading baby boomers and retirees to leave the advisor with whom they have a relationship is a tough sell - unless you can prove that…

Helping older, vulnerable clients

Ron Harvey has developed a sensitivity toward the financial concerns of his elderly clients. He regards his role as one of reassurance. "I become their…

Using ETFs for retirement portfolios

With the rising flexibility of exchanged-traded funds (ETFs), it now is possible to build portfolios for retired clients using only ETFs. Two experts show how…

  • By: Jade Hemeon
  • November 6, 2015 November 9, 2019
  • 00:00

Retirees need exposure to stocks

The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their…

  • By: Jade Hemeon
  • November 6, 2015 November 9, 2019
  • 00:00

Don’t forget about spousal RRSPs

Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income.…

The executor “minefield”

As a financial advisor, you are not permitted to act as executor for your clients. You can, however, offer valuable advice in helping your client…

Homebodies: Stay put or rent?

Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the…

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.