Disclosure not enough for investors
Industry and regulators must look for ways to reach out to investors
- By: Fiona Collie
- June 21, 2013 June 21, 2013
- 07:35
Top Stories in In Depth
Pension plans are big liabilities for firms
Advisors still are concerned that certain key metrics are omitted from the calculation used to determine their pensions
- By: Brent Jolly
- June 20, 2013 October 31, 2019
- 23:00
Tech tools are inefficient and outdated
Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction
- By: Dane Taylor
- June 20, 2013 October 31, 2019
- 23:00
Advisors displeased with their pay
Deposit-taking institutions need to do much better when it comes to advisors' compensation structures
- By: Justin Da Rosa
- June 20, 2013 October 31, 2019
- 23:00
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
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
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
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
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
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
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
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