Look to U.S. financial stocks for growth
High quality names are trading at very attractive valuations
- By: Megan Harman
- May 27, 2013 May 27, 2013
- 12:40
Top Stories in In Depth
CIFPs announces board members
Tony Mahabir re-elected as chairman of the board
- By: Fiona Collie
- May 27, 2013 May 27, 2013
- 11:45
Four reasons why clients leave
Knowing what turns them off can help you improve retention
- By: Brent Jolly
- May 27, 2013 October 30, 2019
- 11:20
CIFPs conference to kick start next week
Financial planning association will host its 11th national conference in Niagara Falls, Ont.
- By: Fiona Collie
- May 24, 2013 May 24, 2013
- 13:00
2013 Dealers’ Report Card: Editors discuss key results
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, outline the key findings of the 2013 Dealers’ Report Card. They discuss the disparity…
- By: Pablo Fuchs
- May 24, 2013 October 31, 2019
- 12:15
Dealers lacking in social media
Firms are doing little to help their advisors access social media beyond basic compliance support
- By: Jeff Wimbush
- May 24, 2013 November 16, 2019
- 12:00
A promise made; a debt unpaid
Many advisors are dissatisfied because their firms have failed to deliver on certain promises
- By: Tessie Sanci
- May 24, 2013 November 16, 2019
- 12:00
Advisors in favour of mutual funds
Most advisors and their dealer firms respect the value of the active management that mutual funds offer
- By: Jade Hemeon
- May 24, 2013 November 16, 2019
- 12:00
Advisors focus on succession planning
The average age of advisors at dealer firms has risen, as has the number of advisors who have a succession plan in place
- By: Justin Da Rosa
- May 24, 2013 November 16, 2019
- 12:00
Failure to communicate
Advisors are dissatisfied with the material their firms send out and management's receptiveness to advisors' feedback
- By: Dane Taylor
- May 24, 2013 November 16, 2019
- 12:00
Firms succeeding in HNW efforts
Advisors have long been demanding specialized services for HNW clients; it appears firms are listening
- By: Brent Jolly
- May 24, 2013 November 16, 2019
- 12:00
Firms need to step up on pay
Although advisors have built up their assets under management over the past year, their pay is either going down or stagnant. Advisors also are dissatisfied…
- By: Clare O’Hara
- May 24, 2013 November 16, 2019
- 12:00
Big shift in ratings for four dealers
Two firms saw their ratings rise significantly — while two firms saw their scores decrease significantly — in several categories
- By: Rudy Mezzetta
- May 24, 2013 November 16, 2019
- 12:00
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