Dealers’ Report Card 2025 main table
How mixed-dealer and mutual fund advisors rated their firm’s support offerings and tools, across 11 dealers
- By: IE Staff
- September 12, 2025 September 15, 2025
- 09:16
Top Stories in In Depth
Is Solar Energy the New Power Play?
Solar power has now surpassed nuclear in global electricity generation, a milestone that may present actionable opportunities for renewable energy investors.
- By: Skyline
- September 2, 2025 September 4, 2025
- 08:00
Where is the opportunity in markets dominated by uncertainty?
NEI Investments’ Chief Investment Officer, John Bai, shares some insights on the first half of 2025.
- By: NEI Investments
- July 21, 2025 July 15, 2025
- 08:00
Bring greater certainty to investors with a Fortified Portfolio approach
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…
- By: PICTON Investments
- July 7, 2025 July 8, 2025
- 07:00
How can bonds best serve investors in today’s market environment?
With the world changing faster than ever, Reine Bitar of Amundi is uncovering bond opportunities revealed by market volatility.
- By: NEI Investments
- June 16, 2025 June 16, 2025
- 08:00
Are emerging advisors getting what they need to succeed?
Guiding newer hires requires time and patience, and veteran advisors can’t always lead that effort
- By: Sai Tamanna Sharma
- June 5, 2025 June 5, 2025
- 14:47
What’s driving brokerage advisor satisfaction
Investments in technology and business support are needed, but so too is strategic consistency
- By: Katie Keir
- June 5, 2025 June 5, 2025
- 09:02
Culture tops pay, technology as most important to advisors
Four in 10 advisors said culture was the key thing firms should focus on, more than any other category group
- By: Roland Inacay
- June 5, 2025 June 5, 2025
- 09:01
Advisors were ready for 2025 market volatility
The average brokerage advisor grew their book, added clients and earned more in 2024
- By: James Langton
- June 5, 2025 June 5, 2025
- 08:59
How we did it
Methodology for the 2025 Brokerage Report Card
- By: Katie Keir
- June 5, 2025 June 5, 2025
- 08:58
Finding shortcuts without cutting client service
Advisors looking for time-saving tools shared what their firms are investing in
- By: Ciara Lalor-Lindo
- June 5, 2025 June 5, 2025
- 08:57
Wanted: greater wealth planning support
Brokerage firms are adopting new tools and strategies to help advisors meet clients’ needs
- By: Alisha Mughal
- June 5, 2025 June 5, 2025
- 08:56
Why advisors struggle with client account statements — and how firms are adapting
From working groups to consulting with regulators, brokerages want to help smooth client conversations
- By: Sangjun (John) Han
- June 5, 2025 June 5, 2025
- 08:55
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 10, 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