How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
Top Stories in In Depth
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 February 24, 2026
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 08:00
How do you create a truly global bond fund for Canadian investors?
The NEI Global Total Return Bond Fund draws on the scale and research strengths of Europe-based Amundi and has a 10-year history delivering diversified exposure…
- By: NEI Investments
- November 10, 2025 November 10, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
Branch planner satisfaction increased for National Bank
The bank’s retail planners touted its human-centric culture but said tech could be improved
- By: Noushin Ziafati
- October 21, 2025 October 21, 2025
- 09:38
Report Card on Banks 2025 main table
How branch advisors and planners rated their bank’s support offerings and tools
- By: IE Staff
- October 21, 2025 October 21, 2025
- 09:37
How we did it
Methodology for the 2025 Report Card on Banks
- By: Katie Keir
- October 21, 2025 October 20, 2025
- 09:36
Report Card on Banks highlights
This summary resource presents each bank's branch-level priorities and data results for 2025
- By: Katie Keir
- October 21, 2025 October 20, 2025
- 09:35
How can investors leverage the push toward global sustainability?
NEI’s partnership with Impax Asset Management provides unique opportunities for investors interested in sustainability and social responsibility. Here, Impax’s Sid Jha zeroes in on what…
- By: NEI Investments
- October 20, 2025 October 16, 2025
- 08:00
Smarter Fee Budgeting
Shifting capital allocations to optimize portfolios
- By: PICTON Investments
- September 22, 2025 September 26, 2025
- 08:00
Is Solar Energy the New Power Play?
Solar power has now surpassed nuclear in global electricity generation, a milestone that may present actionable opportunities for renewable energy investors.
- By: Skyline
- September 2, 2025 September 4, 2025
- 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
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Scotiabank’s retail branch business rebounds
The bank has invested in advisor training and tools, but its work isn’t done
- By: Jonathan Got
- October 21, 2025 October 20, 2025
- 09:16
CIBC’s branch-level advisors see tech-driven improvements
There's been continuous investment into the bank’s Imperial Service infrastructure
- By: Roland Inacay
- October 21, 2025 October 20, 2025
- 09:15
Big Six’s retail-banking businesses gain momentum
Most branch advisors and planners felt good about their workplace support in this year's report
- By: Katie Keir
- October 21, 2025 October 22, 2025
- 09:14
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
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