Back offices still are works in progress
Advisors at four firms cited recent changes that have made the experience of dealing with their back office more difficult
- By: Anthony Burton
- April 27, 2018 November 9, 2019
- 00:17
Top Stories in In Depth
Divergent views on managers
Advisors with bank-owned brokerages were split in their opinions of the roles their branch managers fulfil. Some oppose the producing branch manager model others said…
- By: Sophie Allen-Barron
- April 27, 2018 November 9, 2019
- 00:15
Struggles with online access
Advisors with five of the 12 firms in the Report Card rated their brokerages lower by half a point or more in the "online account…
- By: Ramona Leitao
- April 27, 2018 November 9, 2019
- 00:14
Research and Markets
Canadian IPO market hits pause amid first quarter volatility
New issues in the wings signal a likely increase in deal activity for the balance of the year
- April 2, 2018 November 9, 2019
- 12:15
Much work to be done
Survey participants raise several concerns
- By: Fiona Collie
- March 29, 2018 November 9, 2019
- 00:24
Dissatisfaction with regulators increases
Although the BCSC's ratings increased year-over-year, no other regulators in the survey experienced a similar fortune
- By: James Langton
- March 29, 2018 November 11, 2019
- 00:19
How we did it
IE research journalist Anthony Burton spoke with 108 survey participants from across the investment industry
- By: Fiona Collie
- March 29, 2018 November 11, 2019
- 00:17
Debating regulators’ role in cybersecurity
While some survey participants said regulators should be doing more about cybersecurity, others said the onus is on the industry
- By: James Langton
- March 29, 2018 November 11, 2019
- 00:16
Regulators focus on fintech
Provincial regulators were recognized for facilitating fintech, but some survey participants still had concerns
- By: Fiona Collie
- March 29, 2018 November 11, 2019
- 00:15
A balancing act for regulators
Regulators are doing a better job of protecting investors without restricting business, but more needs to be done
- By: Megan Harman
- March 29, 2018 November 11, 2019
- 00:14
Approaches to small firms differ greatly
The OSC, BCSC and ASC were praised for making life easier for smaller dealers, but the same can't be said for the SROs and the…
- By: Leah Golob
- March 29, 2018 November 11, 2019
- 00:13
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