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
Top Stories in In Depth
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
Insurance agents focus on core business
While there are some key differences between dedicated agents and independents, all are increasing their sales of insurance products (includes chart)
- By: James Langton
- July 27, 2011 October 31, 2019
- 14:35
Promotional initiatives gain prominence
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses
- By: Sanam Islam
- July 27, 2011 October 31, 2019
- 14:35
Retirement takes centre stage
Advisors are placing far greater importance on topics related to the support they receive for clients’ retirement planning
- By: Olivia Li
- July 27, 2011 October 31, 2019
- 14:35
Atkinson: ETF know-your-product fundamentals
- By: Howard Atkinson
- July 26, 2011 December 15, 2017
- 14:00
Advisor: Why bond ETFs make sense for clients
- By: Sucheta Rajagopal
- July 14, 2011 December 15, 2017
- 08:56
Hartman: Strategy for buying and selling a practice
- By: George Hartman
- July 11, 2011 October 30, 2019
- 06:00
Using ETFs as a core portfolio building strategy
- By: John C. Hood
- June 29, 2011 December 15, 2017
- 06:00
Advisors give most firms good grades
Ratings for deposit-taking institutions continue to improve, as do the metrics for advisors’ businesses (includes main chart and one other)
- By: Olivia Li
- June 23, 2011 October 31, 2019
- 14:55
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
Deficits vs rising costs
With both deficit-reduction efforts and rising government costs, the next four years will be tough for the Tories