All eyes on financial planning
Brokerage firms and their advisors are putting a greater emphasis on making sure that their clients have financial plans. One advisor says financial planning is…
- By: Clare O’Hara
- April 26, 2013 November 6, 2019
- 11:00
Top Stories in In Depth
Three firms up, three firms down
Six brokerages in this year's Report Card have experienced a shift in their fortunes year-over-year
- By: Rudy Mezzetta
- April 26, 2013 November 6, 2019
- 11:00
How we did it
Compiling the 2013 Brokerage Report Card
- By: Clare O’Hara
- April 26, 2013 November 6, 2019
- 11:00
A year of notable growth
Financial advisors at 13 brokerages say that they and their firms are no longer in a state of recovery they are already seeing significant increases…
- By: Clare O’Hara
- April 26, 2013 November 6, 2019
- 11:00
Advisors back in growth mode
Although the road back from the financial crisis has been long and slow for Canada's brokers, they finally are seeing their books of business surpass…
- By: James Langton
- April 26, 2013 November 6, 2019
- 11:00
Brokerages focus in on diversity
Advisors say their firms are doing a good job at welcoming women and minorities into the brokerage sector
- By: Brent Jolly
- April 26, 2013 November 6, 2019
- 11:00
Valuable members of the team
Advisors were asked to rate their sales assistants for the first time in this year’s Brokerage Report Card
- By: Tessie Sanci
- April 26, 2013 November 6, 2019
- 11:00
Firms improve marketing support
Some bank-owned investment dealers have followed in the footsteps of the top-performing firms by introducing specialized marketing support services that focus on providing customized strategies
- By: Dane Taylor
- April 26, 2013 November 6, 2019
- 11:00
Much work to do on tech, back office
Despite many changes taking place within the economy and in the investment industry itself, advisors are still dissatisfied with their firms' technology tools, as well…
- By: Fiona Collie
- April 26, 2013 November 6, 2019
- 11:00
Social media now accepted
In past years, firms either were prohibiting their advisors from using social media or just beginning to explore its use. Now, most firms have policies…
- By: Justin Da Rosa
- April 26, 2013 November 6, 2019
- 11:00
2013 Brokerage Report Card main chart
How advisors rated their firms
- By: IE Staff
- April 26, 2013 November 6, 2019
- 11:00
Hiring a virtual assistant
The pros and cons of outsourcing your administrative and business support needs
- By: Brent Jolly
- April 24, 2013 October 30, 2019
- 10:51
Manage your social media connections
It’s like organizing a shoebox full of business cards
- By: Brent Jolly
- April 24, 2013 November 16, 2019
- 10:30
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