Payouts inch upward
Although advisors are receiving greater pay, they say non-monetary recognition is equally important in a compensation package (includes chart)
- By: Olivia Glauberzon
- May 26, 2011 November 16, 2019
- 12:45
Top Stories in In Depth
Firms emphasize training
The dealer firms that provide the best ongoing training platforms, advisors say, are those that have put a significant effort into live sessions and conferences…
- By: Fiona Collie
- May 26, 2011 November 16, 2019
- 12:40
Firms handle tough amalgamations
Advisors need the comfort of knowing they can run their businesses as usual
- By: Olivia Li
- May 26, 2011 November 16, 2019
- 12:35
Regional efforts please reps
Advertising campaigns and marketing support that cater to specific regions receive advisors’ praise
- By: Yumi Otagaki
- May 26, 2011 November 16, 2019
- 12:30
Stepping up support services
Advisors say they are happier with the support services offered by their firms; still, some advisors are not sure what services their firms offer, while…
- By: Gavin Adamson
- May 26, 2011 November 16, 2019
- 12:25
Mobile offerings are essential
Advisors are most pleased with the firms that provide technology tools to do business on the go
- By: Sanam Islam
- May 26, 2011 November 16, 2019
- 10:53
Firms need to meet expectations
Client account statements, back office and technology are the areas that leave advisors wanting most
- By: Megan Harman
- May 26, 2011 November 16, 2019
- 10:53
Macquarie: Growth plans, report card scores
- By: Earl Evans
- May 12, 2011 October 31, 2019
- 07:19
Digital privacy issues take centre stage
Courts are grappling with new privacy issues relating to when and how employees use their employers’ computers
- By: Geoff Kirbyson
- April 29, 2011 October 30, 2019
- 14:21
Editors on Brokerage Report Card: Things are looking up
- By: IE Staff
- April 28, 2011 October 31, 2019
- 21:32
Leede Financial on report card, top pay marks
- By: Bob Harrison
- April 28, 2011 October 31, 2019
- 10:02
CIBC Wood Gundy on improved report card scores
- By: Monique Gravel
- April 27, 2011 October 31, 2019
- 20:54
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
The time to regulate MGAs is now: Guest column
Both consumers and the stability of insurance companies would benefit from decisive action to regulate a sector that has escaped oversight for too long