Cross-sell banking products or go independent?
An innovative, tech-savvy mindset enables advisor success at Wellington-Altus
- By: Wellington-Altus
- October 19, 2021 October 25, 2021
- 08:45
Top Stories in In Depth
How can you add more value for permanent life insurance clients?
Victor Stranges, National Leader, Private Banking with Manulife Bank, outlines how to introduce lending solutions to a life insurance discussion.
- By: Manulife Bank
- October 18, 2021 April 20, 2023
- 08:00
How can life insurance be more than a passive asset?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how permanent life insurance can serve a dual purpose.
- By: Manulife Bank
- October 13, 2021 April 20, 2023
- 08:00
Stories of Challenge – Ying Du
"Ignore the no’s and wholeheartedly embrace change."
- By: Mackenzie Investments
- October 12, 2021 October 1, 2021
- 08:00
Bank-owned SUV or independent race car?
A culture of partnership drives advisor passion at Wellington-Altus
- By: Wellington-Altus
- October 12, 2021 October 25, 2021
- 08:00
Net-zero greenhouse gas emissions: Changing investor attitudes
Learn how asset managers can address climate change through proxy voting on climate-related shareholder proposals.
- By: RBC Global Asset Management
- October 11, 2021 October 25, 2021
- 08:00
Positive outlook for GIFs sparks demand
Philippe-Olivier Dumas, Head of Product Development, Guaranteed Investment Funds and Annuities at Desjardins Financial Security Life Assurance Company, outlines the reasons why.
- By: Desjardins Group
- September 27, 2021 October 27, 2021
- 08:45
What are the best ways for advisors to present an IFA strategy to their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to position an IFA and get all parties on board.
- By: Manulife Bank
- September 27, 2021 April 20, 2023
- 08:00
Climate change: Active stewardship vs. divestment
In this article, we will explain what active stewardship is and how it can be used to address concerns about climate change. We will also…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 08:00
An investor’s guide to net-zero emissions
This paper will explore why these commitments are being made now and how RBC Global Asset Management (RBC GAM) considers climate targets and other factors…
- By: RBC Global Asset Management
- September 27, 2021 September 24, 2021
- 08:00
What are the most common ways advisors use IFAs with their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, outlines the flexible and strategic applications of an IFA.
- By: Manulife Bank
- September 22, 2021 April 20, 2023
- 08:00
The future of emerging markets: Green Infrastructure
This report summarizes the key factors which we believe will drive the Green Infrastructure theme and analyzes the best ways to benefit from the theme.
- By: RBC Global Asset Management
- September 21, 2021 September 21, 2021
- 08:00
Q&A: Pandemic impact on ESG
Our investment teams across North America, Europe and Asia share their perspectives on the ESG opportunities and challenges facing investors today.
- By: RBC Global Asset Management
- September 21, 2021 September 21, 2021
- 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
CPPIB spending $690M for minority stake in software firm Regnology
The firm makes software focused on regulatory reporting solutions for financial institutions
- By: The Canadian Press
- December 20, 2024 December 20, 2024
- 10:05
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.
- By: Edward Jones
- December 9, 2024 December 9, 2024
- 09:00
Private REITs Offer Stability in Uncertain Political Environments
How private REITs can reduce portfolio volatility in times of public market turbulence.
- By: Skyline Wealth Management
- December 2, 2024 December 3, 2024
- 07:00
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.
- By: Designed Securities
- November 4, 2024 October 30, 2024
- 07:00
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.
- By: Designed Securities
- September 9, 2024 September 26, 2024
- 08:00
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
- 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
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.
- By: NEI Investments
- September 30, 2024 September 18, 2024
- 09:00
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.
- By: NEI Investments
- September 9, 2024 September 9, 2024
- 08:00
Can investing choices create a more inclusive economy?
The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.
- By: NEI Investments
- August 12, 2024 August 9, 2024
- 08:00