Gerard Hass, Raymond James Ltd., in Stony Creek, Ont., describes how his book drew in four new requests for financial plans and a new million…
Three global equities manager share their stock picks
The leading edge of the baby-boomer generation is starting to retire, and that includes many financial advisors. While most senior advisors are in their mid-…
Three global equity managers compare and contrast the outlook for various markets
Three global equity managers share their insights
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…
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…
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…
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…
There's much dissatisfaction regarding firms' back-office departments advisors cite a bevy of concerns
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…
Advisors with the nine firms that received the highest ratings are able to build their businesses as they see fit
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…
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds