Going mobile
Mobile digital devices have become essential tools for advisors
- By: Megan Harman
- May 24, 2012 October 19, 2019
- 23:01
Top Stories in In Depth
HNW advisors bigger users of digital devices
A greater percentage of high net-worth (HNW) financial advisors have embraced smartphones and tablets than have advisors with smaller books, according to the 2012 Digital…
- By: Clare O’Hara
- May 24, 2012 October 30, 2019
- 23:00
Insurance reps use devices the most
Many insurance advisors say they're "much more effective" if using digital devices
- By: Megan Harman
- May 24, 2012 October 30, 2019
- 23:00
Younger advisors go mobile
Older advisors not so quick to take up tablets, smartphones
- By: Clare O’Hara
- May 24, 2012 October 30, 2019
- 23:00
Words from the wise
Successful veteran advisors share their strategies for staying positive and retaining clients - through good times and bad
- By: Jade Hemeon
- May 24, 2012 November 6, 2019
- 23:00
The acid test: does it work with clients?
Advisors talk about their hands-on experience using social media to deepen client relationships
- By: Fiona Collie
- May 24, 2012 November 16, 2019
- 09:00
DRC 2012: Editors discuss key findings
Pablo Fuchs, senior editor of Investment Executive, and Clare O’Hara, reporter, discuss the results of the 2012 Dealers’ Report Card and why “firms feel just…
- By: Pablo Fuchs
- May 24, 2012 October 31, 2019
- 08:45
Scott: HNW clients welcome simplicity
- By: Jim Ruta, Brian Scott
- May 24, 2012 October 30, 2019
- 06:00
Blending the right ingredients
When it comes to support for wealth-management services, advisors want a comprehensive mix
- By: Olivia Li
- May 23, 2012 November 16, 2019
- 23:00
Collaboration is key to satisfaction
When dealer firms have solid staff in place in their back office and compliance departments to provide support in an accurate, timely and helpful manner…
- By: Johnna Ruocco
- May 23, 2012 November 16, 2019
- 23:00
Marketing grows in importance
There has been a shift in the expectations advisors have about their firm's promotional tactics in this post-financial crisis environment now, firms' branding strategies are…
- By: Olivia Glauberzon
- May 23, 2012 November 16, 2019
- 23:00
Inaction causing dissatisfaction
Firms that haven't restored their grid and bonus payouts to pre-recessionary levels garnered the most displeasure from their advisors. In contrast, advisors were most pleased…
- By: Gian Verano
- May 23, 2012 November 16, 2019
- 23:00
Financial planning in the spotlight
When it comes to providing support for financial planning, some firms' ratings rose because of technological improvements to their financial planning software, better education and…
- By: Brent Jolly
- May 23, 2012 November 16, 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