One size does not fit all advisors
Investment Executive often is asked why the specific firms in the Dealers' Report Card are included, as some are one-stop shops that offer a plethora…
- By: Clare O’Hara
- May 22, 2014 November 16, 2019
- 23:00
Top Stories in In Depth
Pieces are coming together
Despite the different business models among dealer firms, all are providing the main elements that advisors, who report bigger books of business and pay, need…
- By: Clare O’Hara
- May 22, 2014 November 16, 2019
- 23:00
How we did it
Putting together the dealers’ Report Card is an ongoing process that requires tweaking to get a more accurate representation of the dealer channel. This year…
- By: Clare O’Hara
- May 22, 2014 November 16, 2019
- 23:00
Dealer firms deliver on diversity
Advisors rate their firms strongly for their approach to diversity and inclusion - and they also believe it's more important
- By: Jacob Boon
- May 22, 2014 November 16, 2019
- 23:00
Firms fall short in marketing services
For most advisors, consumer advertising, marketing support and support for using social media are among the least important categories. But when firms deliver on these…
- By: Leah Golob
- May 22, 2014 November 16, 2019
- 23:00
Have firms finally turned the corner?
Advisors have long complained about their client account statements. But a push to provide clients with comprehensive electronic statements, combined with regulatory changes requiring more…
- By: Jacob Boon
- May 22, 2014 November 16, 2019
- 23:00
Conferences 2: Make each day count
Organize your notes, network — and take a walk!
- By: Tessie Sanci
- May 22, 2014 October 30, 2019
- 10:10
Tax efficiency for bond-fund investors
New Horizons ETF does not hold bonds directly
- By: Rudy Luukko
- May 21, 2014 October 12, 2019
- 16:20
10 ETFs for the core of your portfolio
Here are 10 ETFs to use within your strategic asset allocation framework
- By: John Gabriel
- May 21, 2014 October 12, 2019
- 16:15
Get more from your next conference
Before you go: set an objective and do your homework
- By: Tessie Sanci
- May 21, 2014 October 30, 2019
- 11:40
The four questions every prospect wants answered
In part eight of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to engage prospects by answering the four questions every potential client wants…
- By: Dan Richards
- May 21, 2014 October 30, 2019
- 08:55
Don’t let this happen to you
Understanding the impact that an infraction has on advisors
- By: Ellen Bessner
- May 20, 2014 November 14, 2019
- 05:00
Ruta’s Rules: Ten benefits of annual policy reviews
In part 3 of Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, explains ten bennefits of annual reviews. From keeping policies and beneficary designations…
- By: Jim Ruta
- May 19, 2014 October 30, 2019
- 07:00
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 November 24, 2025
- 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
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