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
Top Stories in In Depth
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
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
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
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