Top Stories in Insight

Wrestling inflation
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Strategies to protect clients’ retirement income

Advisors can help reduce inflation’s impact

  • By: Luc Lafleur
  • November 27, 2023 November 23, 2023
  • 15:00
Entrance to Financial Services Regulatory Authority of Ontario
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Strengthening oversight and accountability of the life insurance sector

New guidance will target responsibilities of insurers, MGAs, and identify suitability requirements for life agents

  • By: Huston Loke
  • November 14, 2023 November 14, 2023
  • 15:00
Columns

Elevated inflation risk requires portfolio modifications

Here are six ways to manage the challenge

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5 guidelines for investing in private credit

This unique, illiquid asset class demands a risk-conscious approach

Filing a tax document online
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Help clients get value from tax prep services

Amid automatic tax filing, a proactive approach is required

Tread carefully
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Rate hikes may soon end, but caution still warranted

Balanced portfolios favouring bonds will help investors ride out economic uncertainty

stock portfolio allocation
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Alternative investments are rewriting the rules of risk management

Consider these three implications for client portfolios

stock market down
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What if stock and bond correlations are here to stay?

Column: Reconsider the assumption that government bonds outperform during equity sell-offs

new direction
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New retirement realities call for new portfolio strategies

Reconstruction should focus on client needs, risk mitigation

old way, new way
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Shift your paradigm to after-tax portfolio management

Implement these five steps to better serve affluent clients

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA
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Investors can remain confident despite new-age banking crisis

Reassure clients to keep them focused on their long-term objectives

client meeting
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The prudent investor rule unpacked

Help clients consider an investment policy statement in their wills

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Investing as monetary policy tightens

Help clients ride out the storm with well-structured portfolios

Bare trust debacle makes fools of the law-abiding

Editorial: Last-minute policy reversals undermine an already fragile trust between tax authorities and the public

  • By: IE Staff
  • March 29, 2024 March 29, 2024
  • 12:38

Guardian Capital acquires majority of Ontario investment counselling firm

CEO Ken Rae sells his stake but stays on as key leader

Pharmacare a promise Trudeau might come to regret

The Liberals’ re-election prospects look promising thanks to the co-operation of Big Pharma

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  • By: Kevin Press
  • December 10, 2025 December 10, 2025
  • 11:51

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  • By: Kevin Press
  • December 4, 2025 December 9, 2025
  • 12:25

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  • By: Kevin Press
  • December 1, 2025 December 4, 2025
  • 09:06

Letter: A déjà vu moment for bank sales practices

New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie

Letter: OSC’s proposed disgorgement provisions are unfair and inadequate

A better solution is to start a compensation fund, writes lawyer Joseph Groia 

Letter: A case for rethinking investor education

Behavioural design is no silver bullet, writes Harvey Naglie