Technology: Room for improvement
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
- By: Rudy Mezzetta
- June 23, 2011 October 31, 2019
- 13:56
Top Stories in In Depth
Online access for clients is rated highly
As client and advisor dissatisfaction with account statements continues to mount, much praise emerges for clients’ online access
- By: Yumi Otagaki
- June 23, 2011 October 31, 2019
- 13:56
A step ahead of the industry
Banks and credit unions are putting serious efforts toward promoting diversity in the workplace
- By: Olivia Glauberzon
- June 23, 2011 October 31, 2019
- 13:56
Firms’ reputations inspire pride
Credit unions’ community initiatives and the banks’ solid footing during the financial crisis led to advisor satisfaction (includes chart)
- By: Iris Leung
- June 23, 2011 October 31, 2019
- 13:00
De Goey: How I use ETFs in my practice for clients
- By: John De Goey
- June 16, 2011 December 15, 2017
- 07:01
Golombek: Budget 2011 wrap up
- By: Jamie Golombek
- June 6, 2011 January 21, 2018
- 17:14
MGAs: Seeking clarity
Agent supervision is a key area of concern
- By: Olivia Glauberzon
- May 30, 2011 October 30, 2019
- 10:51
DRC 2011: Editor on top line results
- By: IE Staff
- May 26, 2011 October 31, 2019
- 13:40
Dundee head of retail on strong report card, iPads
- By: Richard McIntyre
- May 26, 2011 October 31, 2019
- 13:35
Assante president on top report card scores
- By: Steve Donald
- May 26, 2011 October 31, 2019
- 13:30
Climbing out of the depths
Dissatisfaction reigned in last year’s Dealers’ Report Card, but the results for the 2011 survey reveal a sector and a financial advisory force that is…
- By: Olivia Li
- May 26, 2011 November 16, 2019
- 13:10
Advisors enjoying hearty gains
The latest phase of the economic recovery has been a lucrative one for Canada’s mutual fund dealers and their financial advisors. In fact, for an…
- By: James Langton
- May 26, 2011 November 16, 2019
- 12:55
Communication a priority
The three firms that saw their ratings swing significantly year-over-year cite the importance of communication and visibility of their managers
- By: Rudy Mezzetta
- May 26, 2011 November 16, 2019
- 12:50
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