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
Top Stories in In Depth
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
Dealer reps report strong growth
Average AUM and productivity are sky-high this year, and it's the channel's top producers leading the way. Not only have their books of business and…
- By: James Langton
- May 24, 2013 November 16, 2019
- 12:00
Stability, with a few concerns
Advisors with Canada's top dealer firms are growing their businesses, but many advisors would like to see their firms step up their efforts and provide…
- By: Clare O’Hara
- May 24, 2013 November 16, 2019
- 12:00
2013 Dealers’ Report Card main chart
How advisors rated their firms
- By: IE Staff
- May 24, 2013 November 16, 2019
- 12:00
Become a video star
Your first challenge is to capture your audience’s attention
- By: Brent Jolly
- May 24, 2013 November 16, 2019
- 11:50
Four reasons why you should be using video
“Few advisors are taking advantage of the opportunity”
- By: Brent Jolly
- May 23, 2013 November 16, 2019
- 11:00
Protect business owners from too much debt
To help entrepreneurial clients shield their wealth, urge them to keep their personal and business finances separate
- By: Fiona Collie
- May 23, 2013 October 31, 2019
- 10:10
Dealing with debt in retirement
Help boomer clients ensure they have sufficient income to manage their debt in retirement
- By: Fiona Collie
- May 22, 2013 October 31, 2019
- 11:20
SEO: Hold the ‘stuffing’
Use keywords, yes. But don’t overdo it
- By: Brent Jolly
- May 22, 2013 November 16, 2019
- 11:05
Consider risks when posting third-party content
IIROC recommends firms pre-approve all third-party content before it is posted online by advisors
- By: Clare O’Hara
- May 21, 2013 May 21, 2013
- 14:50
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