Three exceptions to CASL
Tim Banks, partner at Dentons LLP and an expert in privacy, data security and consumer protection law, delves into specific exceptions to CASL in part…
- By: Patricia Chisholm, Tim Banks
- August 6, 2014 November 16, 2019
- 07:45
Top Stories in In Depth
Editors discuss 2014 Insurance Advisors’ Report Card highlights
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss report card results that suggest heady times are here for insurance advisors.
- By: Pablo Fuchs
- July 25, 2014 October 31, 2019
- 12:15
Advisors ride high; firms, not so much
Insurance advisors have seen notable improvements in key metrics, but those have not translated into higher ratings for firms
- By: Clare O’Hara
- July 24, 2014 October 31, 2019
- 23:00
Strategic focus centres upon independence
Firms of all stripes are changing. But it's important for advisors that their strategic focus aligns with that of their firm
- By: Jacob Boon
- July 24, 2014 October 31, 2019
- 23:00
2014 Insurance Advisors’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- July 24, 2014 October 31, 2019
- 23:00
More expected in mobile technology
Insurance advisors surveyed for this year’s Insurance Advisors’ Report Card have higher expectations regarding the support they receive from their firms for using mobile technology…
- By: Clare O’Hara
- July 24, 2014 October 31, 2019
- 23:00
Succession grows in importance
There's much concern among advisors that their firms are not doing enough to bring in new blood
- By: Leah Golob
- July 24, 2014 October 31, 2019
- 23:00
Advisors turn the focus to investing
More comprehensive support is needed from insurance agencies for financial planning and investment planning, advisors say
- By: Leah Golob
- July 24, 2014 October 31, 2019
- 23:00
Shifting CMS to the cloud is a priority
Outdated, archaic and inefficient systems drew the ire of advisors, who want easy-to-use systems online and mobile
- By: Jade Hemeon
- July 24, 2014 October 31, 2019
- 23:00
Regulatory support crucial for advisors
Some firms have stepped up their support for compliance others have left advisors feeling as if they're on their own
- By: Megan Harman
- July 24, 2014 October 31, 2019
- 23:00
Stocks lift agents
Insurance advisors see big growth in AUM, clients and compensation
- By: James Langton
- July 24, 2014 October 31, 2019
- 23:00
The changing face of CI
Despite some uncertainties, recent developments have made critical illness insurance more attractive to some clients
- By: Megan Harman
- July 24, 2014 October 21, 2019
- 07:00
The key to success with CI
Use real life scenarios that clients can relate to, and avoid scare tactics when selling CI insurance
- By: Megan Harman
- July 23, 2014 October 21, 2019
- 08:25
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…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
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 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
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
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