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
Top Stories in In Depth
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
Advisors enjoying growth
Those with deposit-taking firms are becoming more competitive with the traditional retail investment industry (includes chart)
- By: James Langton
- June 23, 2011 October 31, 2019
- 14:40
Feedback less than positive on pay levels
Although advisors are seeing their take-home pay increase, their satisfaction with compensation is not keeping pace
- By: Olivia Li
- June 23, 2011 October 31, 2019
- 14:30
Planners call on SEC to impose uniform fiduciary standard
Current regulations insufficient to protect investors
- By: James Langton
- June 23, 2011 January 23, 2018
- 14:15
Vancity, Servus make major gains
The two credit unions in this Report Card have seen dramatic improvements in a variety of areas over the past year
- By: Sanam Islam
- June 23, 2011 October 31, 2019
- 13:56
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
Deficits vs rising costs
With both deficit-reduction efforts and rising government costs, the next four years will be tough for the Tories