Lower-end advisors lead rebound
The industry’s top performers are anything but this year, as average AUM and productivity among the top 20% of brokers is down year-over-year. However, the…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Top Stories in In Depth
Opportunities abound in social media
Many advisors surveyed for this year’s Brokerage Report Card say that they see much potential in using social media websites such as Facebook, Twitter and…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Customization is the key
Firms that offer marketing support that includes customized and creative strategies delivered by a group of experts are those that received the highest level of…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Targeting top clients
Although some firms provide standout service in products and support for high net-worth clients, the laggards are starting to catch up (includes chart)
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Pay levels please advisors
A higher overall average rating in the “firm’s total compensation” category, as well as much higher scores for four firms, indicate that things are definitely…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Diverging fortunes
While advisors with Macquarie, Wood Gundy and ScotiaMcLeod are more pleased with their firms, Canaccord and Nesbitt require some work
- By: Rudy Mezzetta
- April 27, 2011 November 6, 2019
- 11:17
Firms aim to be more diverse
Brokerages find unique ways to welcome and encourage women’s roles in the workplace
- By: Ayah McKhail
- April 27, 2011 November 6, 2019
- 11:17
Firms are back in growth mode
Recruitment and top-notch transition support are back in the spotlight as brokerage firms focus on growing their businesses by attracting the industry’s top talent
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
A clear road ahead
After a tumultuous few years — in which advisors suffered, then began to recover from the global financial crisis — it appears that it’s full…
- By: Olivia Li
- April 27, 2011 November 6, 2019
- 11:17
Mobility a growing factor
Advisors were most satisfied with the firms that provide solid desktop and mobile technology
- By: Olivia Glauberzon
- April 26, 2011 November 6, 2019
- 11:57
Building your brand with LinkedIn
Make it a part of your overall marketing strategy
- By: Fiona Collie
- April 20, 2011 November 16, 2019
- 11:20
Litigation lawyer: Know your client and prove it with notes
- By: Ellen Bessner
- April 7, 2011 October 30, 2019
- 07:00
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
Desperately seeking sound direction
Editorial