Brokerage Report Card 2018 main chart
How investment advisors rated their firms
- By: IE Staff
- April 27, 2018 November 9, 2019
- 00:22
Top Stories in In Depth
Two firms face opposite paths
After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year
- By: Fiona Collie
- April 27, 2018 November 9, 2019
- 00:20
Strong reputation is critical
A firm's standing in the eyes of clients and prospective clients is one of the most important issues for advisors, but some firms have work…
- By: Leah Golob
- April 27, 2018 November 9, 2019
- 00:18
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
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
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