ETF Guide for Financial Advisors magazine
A supplement to the May 2014 issue of Investment Executive newsletter
- By: IE Staff
- April 28, 2014 October 12, 2019
- 15:30
Top Stories in In Depth
ETFs: Removing a roadblock
Proposal would create an ETF pipeline
- By: Clare O’Hara
- April 27, 2014 October 19, 2019
- 23:00
What does it take to get into the top one per cent?
In part five, Dan Richards, CEO, Client Insights, identifies six top attitudes that distinguish the top producing one per cent of advisors. From resisting complacency to…
- By: Dan Richards
- April 27, 2014 October 30, 2019
- 13:50
Leveraged ETFs may not be for ‘average’ clients
Vast majority of leveraged ETF buyers are direct investors
- By: Dwarka Lakhan
- April 25, 2014 October 12, 2019
- 13:00
How ETFs can open the world of commodities investing
ETFs provide easier access to this specialized asset class
- By: Dwarka Lakhan
- April 25, 2014 October 12, 2019
- 13:00
Helping clients learn the ABCs of ETFs
Most clients are looking for simplified formats to learn about these complex new products
- By: Fiona Collie
- April 25, 2014 October 12, 2019
- 13:00
Generate leads through LinkedIn
Start with an effective profile and connect with prospects
- By: JoAnne Sommers
- April 25, 2014 November 16, 2019
- 10:45
2014 Brokerage Report Card: Unprecedented levels of prosperity
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key findings from the 2014 Brokerage Report Card. They spoke at the…
- By: Pablo Fuchs
- April 25, 2014 October 31, 2019
- 08:30
2014 Brokerage Report Card main chart
How advisors rated their firms
- April 24, 2014 November 6, 2019
- 23:00
Making a move on mobile
Advisors are demanding more from their firms regarding mobile technology - and firms are taking various approaches
- By: Clare O’Hara
- April 24, 2014 November 6, 2019
- 23:00
The changing landscape
Investment dealers and their advisors have embraced discretionary portfolio management en masse
- By: Jacob Boon
- April 24, 2014 November 6, 2019
- 23:00
A year of notable changes
Assets under management are at an all-time high, and productivity has increased as well. But there are some concerns about the sustainability of these results…
- By: James Langton
- April 24, 2014 November 6, 2019
- 23:00
A formula for success
Despite the different business models, growth in assets under management and smaller advisor paycheques, firms continue to please their advisors in the areas that matter…
- By: Clare O’Hara
- April 24, 2014 November 6, 2019
- 23:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
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
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