Will growth persist?
Advisors surveyed for this year’s Report Card series report growth in their books and in their pay, but reeling markets may stand in the way…
- By: Olivia Li
- August 26, 2011 October 31, 2019
- 14:00
Top Stories in In Depth
Middle managers as mentors
Mid-level managers should be very approachable and have a solid understanding of the business
- By: Iris Leung
- August 26, 2011 October 31, 2019
- 09:55
Rising pay not enough for advisors
Although advisors surveyed for this year’s Report Card series say they are earning more than they did in the past few years, there’s still significant…
- By: Sanam Islam
- August 26, 2011 October 31, 2019
- 09:55
Advisors transcend time of turmoil
Despite a sputtering economy and many challenges along the way, advisors in all channels are continuing to add assets under management, intensifying their focus on…
- By: James Langton
- August 26, 2011 October 31, 2019
- 09:55
Firms step up diversity initiatives
Financial services firms are putting significant efforts into their diversity and inclusion strategies
- By: Olivia Glauberzon
- August 26, 2011 October 31, 2019
- 09:55
Much work needed on tech tools
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate…
- By: Rudy Mezzetta
- August 26, 2011 October 31, 2019
- 09:55
The key to a solid public image
Consumer advertising and marketing support have a direct impact on a firm’s image with the public
- By: Yumi Otagaki
- August 26, 2011 October 31, 2019
- 09:55
Companies failing on financial planning
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
- By: Yumi Otagaki
- August 26, 2011 October 31, 2019
- 09:55
Firms help advisors emerge from the recession
Advisors are looking for the same marketing support, client communication material and business coaching from their mentors as they did during the height of the…
- By: Olivia Li
- August 26, 2011 October 31, 2019
- 09:55
ETFs for core and satellite strategies
- August 26, 2011 December 15, 2017
- 07:17
Buying a practice from a star advisor, and more
- By: George Hartman
- August 17, 2011 October 30, 2019
- 08:56
The argument for active ETF portfolio management
- By: Tyler Mordy
- August 11, 2011 December 15, 2017
- 13:59
Future profitability the key to valuing a business to buy or sell
- By: George Hartman
- August 4, 2011 October 30, 2019
- 08:36
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