The struggle to keep advisors happy
There were lower ratings across the board - and for three banks, in particular.But there also were bright rays of light
- By: Clare O’Hara
- June 20, 2013 October 31, 2019
- 23:00
Top Stories in In Depth
Report Card: Sizable growth
Younger advisors are joining the business in greater numbers
- By: James Langton
- June 20, 2013 October 31, 2019
- 23:00
2013 Report Card on Banks & CUs main chart
How advisors rated their firms
- By: IE Staff
- June 20, 2013 October 31, 2019
- 23:00
Concerns about the back-office staff
Firms are failing to live up to their advisors' expectations regarding the back office. Most issues are related to the staff
- By: Jeff Wimbush
- June 20, 2013 October 31, 2019
- 23:00
Firms need to be more receptive
Advisors say there are various reasons why they feel their feedback is ignored. Will their firms step up and begin to listen?
- By: Tessie Sanci
- June 20, 2013 October 31, 2019
- 23:00
Rebuilding investor trust is key
Advisors must demonstrate their commitment to clients
- By: Fiona Collie
- June 20, 2013 June 20, 2013
- 15:35
Build a smaller, more profitable book
Focus on ideal clients and sever ties with others
- By: Brent Jolly
- June 20, 2013 October 30, 2019
- 11:00
Election kicks off two-day global conference
International Forum for Investor Education (IFIE) elects officers from Canada, U.S. and Japan
- By: IE Staff
- June 20, 2013 June 20, 2013
- 08:20
The search for strong, socially responsible returns
Research suggests that there’s no significant difference in performance between SRI, non-SRI investments
- By: Rudy Mezzetta
- June 19, 2013 June 19, 2013
- 17:00
Running a profitable practice: Focus on revenue
Impressive AUM means little if it is not generating profit for your business
- By: Brent Jolly
- June 19, 2013 October 30, 2019
- 10:20
Use SRI strategies to build your business
Sucheta Rajagopal, investment advisor and portfolio manager with Hampton Securities Ltd., gives practical tips about how to build your business with socially responsible investing strategies.…
- By: Sucheta Rajagopal
- June 19, 2013 December 15, 2017
- 08:10
Embracing shareholder engagement
Help clients achieve their SRI goals through fund firms that advocate for better corporate social responsibility
- By: Rudy Mezzetta
- June 18, 2013 June 18, 2013
- 14:50
IIROC to host IFIE-IOSCO Investor Education Conference
Toronto conference to feature investor education experts from six continents
- By: IE Staff
- June 18, 2013 June 18, 2013
- 07:35
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