Insurers call for clarity on proposed MGA rules
Firms, associations respond to CCIR’s recommended changes to the independent distribution channel
- By: Olivia Glauberzon
- August 28, 2012 August 28, 2012
- 13:30
Top Stories in In Depth
Insurance agent licensing to be harmonized
Review reveals that existing LLQP and AMF licensing programs are over 90% similar
- By: Olivia Glauberzon
- August 27, 2012 August 27, 2012
- 14:40
Wealth management takes centre stage
The increasing demand for wealth-management support services is being driven by baby-boomer clients who may have a significant amount of assets and greater need for…
- By: Rudy Mezzetta
- August 24, 2012 October 31, 2019
- 11:00
Three key differences in marketing
Advisors surveyed for this year's Report Card series say advertising and marketing support are important, but the strategies they would like to see their firms…
- By: Gian Verano
- August 24, 2012 October 31, 2019
- 11:00
Ahead of the curve
Obtaining professional designations will help advisors offer greater value-added services in the years ahead
- By: Brent Jolly
- August 24, 2012 October 31, 2019
- 11:00
Firms have work to do on pay
Advisors are seeing their pay nudge higher than in past years, but there remains an overall sense of displeasure when it comes to their firms'…
- By: Johnna Ruocco
- August 24, 2012 October 31, 2019
- 11:00
Apprehension over social media
The financial services industry continues to be slow on the uptake
- By: Clare O’Hara
- August 24, 2012 October 31, 2019
- 11:00
Top performers show how it’s done
The firms that were rated highest by their advisors are each quite different in their business models and desired clientele
- By: Olivia Glauberzon
- August 24, 2012 October 31, 2019
- 11:00
Advisors ignoring their retirement
Financial advisors across all channels of the financial services industry are aging
- By: Fiona Collie
- August 24, 2012 October 31, 2019
- 11:00
Advisors are holding steady
The ongoing market turmoil has kept advisors running in place, as the headline industry metrics have largely held up. However, there are signs that plenty…
- By: James Langton
- August 24, 2012 October 31, 2019
- 11:00
ARC 2012: Editors discuss key findings
- By: Pablo Fuchs
- August 24, 2012 October 31, 2019
- 11:00
Advisors, firms are evolving
Financial services firms and their reps are seeing a greater need for doing business on mobile devices as well as more demand for wealth-management support…
- By: Clare O’Hara
- August 24, 2012 October 31, 2019
- 11:00
Laying out the welcome mat
Moving to a new country is stressful. Financial advisors can help smooth the transition
- By: Susan Yellin
- August 23, 2012 October 30, 2019
- 23:00
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