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
Top Stories in In Depth
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Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate…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
Insurance firms continue to deliver
Advisors with dedicated sales agencies and independent sales agencies say there is much to like about their firms (includes main chart and one other)
- By: Olivia Li
- July 27, 2011 October 31, 2019
- 15:23
A great divide in advisors’ pay
Independent advisors are seeing rising pay and more satisfaction, while those with dedicated agencies are seeing the opposite (includes chart)
- By: Iris Leung
- July 27, 2011 October 31, 2019
- 15:13
Views differ on technology, back office
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
- By: Yumi Otagaki
- July 27, 2011 October 31, 2019
- 14:35
Advisors in favour of MGA regulation
Many say oversight of agencies would result in more uniformity across the channel and prevent advisor fraud
- By: Olivia Glauberzon
- July 27, 2011 October 31, 2019
- 14:35
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