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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

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Consumer Insights

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

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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.

Attend our ETF Summit

Investment Executive’s ETF Summit 2018

On Oct. 3, Investment Executive will co-host a summit discussing the benefits and challenges of using ETFs. Register now.

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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

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Report Card on Banks 2018

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

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

Brokerage Report Card 2018

Advisors face a foggy future

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CIFPs National Conference 2018

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

  • June 15, 2018
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Canadian Funds Summit 2018

News from the the fourth annual conference in Toronto

  • May 16, 2018
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Advisors and technology

A brave new way to do business

  • May 3, 2018
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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

  • March 16, 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
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

  • October 12, 2017
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

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