Assante president on top report card scores
- By: Steve Donald
- May 26, 2011 October 31, 2019
- 13:30
Top Stories in In Depth
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
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
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
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
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