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Canadian Funds Summit 2018

News from the the fourth annual conference in Toronto

ETF Guide 2018

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

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

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

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New rules for advisors and financial planners?

The Ontario government assigned an expert committee to study the regulation of financial planning and financial advice in April 2015

Advisors Report Card 2017

Advisors’ Report Card 2017

Advisors are in need of support from their firms to meet the increasing challenges of doing business

Brokerage Report 2017

Brokerage Report Card 2017

Banks are exerting unprecedented influence on their brokerage firms

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Advisors and technology

A brave new way to do business

  • May 3, 2018
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Budget 2018

News and insight from the 2018 federal budget

  • February 28, 2018
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Report on the Nation 2018

A special report on the outlook for Canada’s economy

  • February 27, 2018
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The blockchain effect

How blockchain technology is impacting financial services

  • February 20, 2018
Insurance Report Card 2017

Insurance Advisors’ Report Card 2017

Firms need to do more to support their advisors

  • August 15, 2017
Report Card on Banks 2017

Report Card on Banks 2017

Canada’s Big Six banks are struggling to live up to their branch-based financial advisors’ expectations

  • June 28, 2017
Dealers Report Card 2017

Dealers’ Report Card 2017

There are cracks in the foundation as firms struggle to deliver or meet advi­sors’ expectations

  • June 15, 2017
Regulators Report Card 2017

Regulators’ Report Card 2017

Dealers are becoming more understanding toward regulators

  • April 4, 2017
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
ETF Guide 2016 cover

ETF Guide 2016

Investment Executive’s ETF Guide for Financial Advisors 2016 explores income-focused ETFs, sample portfolios for clients young and old, the role of robo-advisors and much more.

  • April 24, 2016