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
Top Stories in In Depth
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
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
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
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