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Special Report on Taxes 2018

Easing the burden for you clients

HNW Guide 2018 front cover

HNW Guide 2018

HNW clients want guidance on the complex challenges that wealth can bring

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Report on Fixed-Income

This four-part series offers advisors insight on how to help navigate fixed-income markets

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Investing in Emerging Markets

Emerging markets offer investors opportunities in a diverse range of countries and sectors at different stages of their growth cycle

Attend our ETF Summit

Investment Executive’s ETF Summit 2018

On Oct. 3, Investment Executive co-hosted a summit discussing the benefits and challenges of using ETFs.

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A Decade of Change

Investment Executive reviews the long-term impact the global financial crisis has had on the financial services sector

Road map to success

Advisors’ Report Card 2018

Advisors are looking to their firms for help in planning for the future

Brokerage Report Card 2018

Advisors face a foggy future

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Consumer Insights

A monthly examination of the complex interplay among Canadian consumers, money and financial advice

  • September 20, 2018
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Small business tax changes, one year later

It’s been one year since Finance Canada released the controversial proposals, which are now law.

  • July 18, 2018
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The end of embedded commissions? How we got here

The Canadian Securities Administrators has decided not to ban embedded commissions after all

  • June 22, 2018
Halifax, Nova Scotia, Waterfront

CIFPs National Conference 2018

News and insight from the 16th annual national Canadian Institute of Financial Planners conference in Halifax

  • June 15, 2018
IARC 2018 newspaper page

Insurance Advisors’ Report Card 2018

MGAs received high praise from their insurance advisors while those at dedicated agencies and the lone personal producing general agency were less enthusiastic

  • August 7, 2018
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Report Card on Banks 2018

Branch-based financial advisors give the Big Six banks higher ratings

  • July 11, 2018
DRC 2018 cover

Dealers’ Report Card 2018

The road ahead may be bumpy for advisors, who are feeling unsettled as their firms go through major transitions related to ownership, management and technology

  • June 13, 2018
Regulators Report Card masthead April 2018

Regulators’ Report Card 2018

Dissatisfaction with most of the major regulators that oversee the financial services sector has increased in the past year

  • April 19, 2018

ETF Guide 2018

Take advantage of the expanding ETF universe to help clients reach their goals

  • May 1, 2018
HNW Guide 2017 cover

HNW Guide 2017

IE’s first guide to serving the needs of high net-worth clients, from getting into their mindset to developing the top level service they demand

  • October 14, 2017
ETF Guide 2017 cover

ETF Guide 2017: The learning challenge

Investment Executive’s ETF Guide for Financial Advisors 2017 looks at how ETF providers and other organizations are helping financial advisors learn about these new products

  • April 23, 2017

CRM2 Guide 2016

Learn how to respond when clients receive their new reports next year — and what to expect from further regulatory change

  • September 26, 2016