Managers drill down into energy-stock valuations
Part two of a Canadian equity roundtable
- By: Sonita Horvitch
- November 11, 2015 November 9, 2019
- 15:00
Top Stories in In Depth
DAC 2015: Advisors must make an effort to show their value
New report looks to gauge what investors think about their financial advisors and whether those opinions may change in the near future
- By: Tessie Sanci
- November 11, 2015 November 9, 2019
- 09:50
DAC 2015: Plan to be cyber resilient
IIAC chief Ian Russell outlines the critical elements of an effective cyber security program
- By: Tracy LeMay
- November 10, 2015 November 9, 2019
- 07:30
Make policy illustrations clear for prospects
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to make policy illustrations clear for prospects.
- By: Jim Ruta
- November 10, 2015 November 9, 2019
- 06:15
Investment strategies in a sluggish economy
Part one of a Canadian equity roundtable
- By: Sonita Horvitch
- November 9, 2015 November 9, 2019
- 14:40
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.
- By: Dan Richards
- November 9, 2015 November 9, 2019
- 06:15
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
- By: Fiona Collie
- November 6, 2015 November 9, 2019
- 06:00
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
- By: Megan Harman
- November 6, 2015 November 9, 2019
- 00:00
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…
- By: Tessie Sanci
- November 6, 2015 November 9, 2019
- 00:00
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…
- By: donalee Moulton
- November 6, 2015 November 9, 2019
- 00:00
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
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 08:00
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?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
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