PAID CONTENT For at least the last 50 years, investors have successfully grown their assets by taking a 60/40 stocks-to-bonds approach to portfolio construction. Until…
With the world changing faster than ever, Reine Bitar of Amundi is uncovering bond opportunities revealed by market volatility.
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
Investments in technology and business support are needed, but so too is strategic consistency
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
The average brokerage advisor grew their book, added clients and earned more in 2024
Methodology for the 2025 Brokerage Report Card
Advisors looking for time-saving tools shared what their firms are investing in
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
From working groups to consulting with regulators, brokerages want to help smooth client conversations
How investment advisors rated their firm's support offerings and tools across 14 dealers
John Bai, NEI Investments’ CIO, says we can thrive by being bold, even as tariffs reshape the global landscape.
Regulator requests monetary penalties, disgorgement, costs and market bans
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…
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…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
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…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes