European equities roundtable: Can the recovery continue?
Three global equity managers share their insights
- By: Sonita Horvitch
- September 16, 2013 February 12, 2019
- 13:00
Top Stories in In Depth
Winning Strategies: Build relationships with the next generation of HNW clients
Kathy McMillan, director, wealth management, investment advisor, Richardson GMP Limited, in Calgary, explains how to connect with the children of your HNW clients. McMillan gives…
- By: Dan Richards, Kathy McMillan
- September 16, 2013 October 30, 2019
- 07:50
Working with charitable foundations
Bryan Baker, first vice president at CIBC Wood Gundy, tells how a group of advisors started the CIBC "Children's Miracle", which has raised approximately 219…
- By: Dan Richards, Bryan Baker
- September 9, 2013 October 30, 2019
- 06:50
Ruta’s Rules: Why life insurance can be a product sale
In part ten of the IE original series, Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, explains that life insurance integrates into the financial planning…
- By: Jim Ruta
- September 4, 2013 October 30, 2019
- 06:41
Editors review 2013 Advisors’ Report Card highlights
Pablo Fuchs, senior editor at Investment Executive, and Clare O’Hara, staff writer, discuss key themes from the 2013 Advisors’ Report Card. Despite seeing growth in…
- By: Pablo Fuchs
- August 23, 2013 October 31, 2019
- 12:00
Back office a sore spot for many
There's much dissatisfaction regarding firms' back-office departments advisors cite a bevy of concerns
- By: Rudy Mezzetta
- August 22, 2013 October 31, 2019
- 23:00
Book growth and pay not aligned
A key theme of the Report Card series, year in and year out, is that firms could do more on pay. This year, most advisors…
- By: Megan Harman
- August 22, 2013 October 31, 2019
- 23:00
Independence equals satisfaction
Advisors with the nine firms that received the highest ratings are able to build their businesses as they see fit
- By: Tessie Sanci
- August 22, 2013 October 31, 2019
- 23:00
A year of growth for advisors
Across all channels of the financial services industry, advisors report bigger books and client rosters, on average. However, the rates of growth over the past…
- By: James Langton
- August 22, 2013 October 31, 2019
- 23:00
Advisors face hurdles
Concerns focus on firms' back office, technology and receptiveness to advisor feedback. Nonetheless, firms are delivering in the areas in which advisors place the greatest…
- By: Clare O’Hara
- August 22, 2013 October 31, 2019
- 23:00
Advisors thrilled with compliance
Once considered pariahs within financial services firms, compliance officers are now viewed as “partners” in doing business, who are “eager to help” and respond “immediately”
- By: Clare O’Hara
- August 22, 2013 October 31, 2019
- 23:00
It’s time for firms to listen up
Advisors of all stripes say that even though their firms are open to receiving advisors' feedback, their suggestions are seldom put into place - nor…
- By: Jeff Wimbush
- August 22, 2013 October 31, 2019
- 23:00
Making inroads
Firms are performing strongly in their approaches to diversity in the workplace
- By: Brent Jolly
- August 22, 2013 October 31, 2019
- 23:00
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