Application processing still a big concern
For many advisors, their firm's back office and administrative support for new business leaves much to be desired
- By: Jade Hemeon
- July 27, 2017 November 9, 2019
- 23:50
Top Stories in In Depth
Work to do on financial planning
Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients
- By: Sophie Allen-Barron
- July 27, 2017 November 9, 2019
- 23:50
Insurance firms get top marks for freedom
There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference
- By: Charles Bossy
- July 27, 2017 November 9, 2019
- 23:50
Insurance Advisors’ Report Card 2017 main chart
How advisors rated their firms
- By: IE Staff
- July 27, 2017 November 9, 2019
- 23:50
Advisors’ businesses surge forward
The average insurance advisor is notably older and has a much larger investment component in his or her book of business
- By: James Langton
- July 27, 2017 November 9, 2019
- 23:10
Capacity and clients: Understanding the Ontario Substitute Decisions Act
Matthew Urback discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions (Part 4 of 4)
- By: Dan Richards, Matthew Urback
- July 17, 2017 November 9, 2019
- 11:57
Estate disputes: Protect your practice from litigation
Matthew Urback explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation (Part 3 of 4)
- By: Dan Richards, Matthew Urback
- July 10, 2017 November 9, 2019
- 05:30
Changing the face of financial advice
Through their innovation hubs, financial services institutions are exploring ways of integrating AI and other technology into wealth management
- By: Fiona Collie
- July 6, 2017 November 9, 2019
- 11:56
A glimpse behind the walls of an innovation lab
Collaboration with employees in traditional banking and insurance channels is crucial to the work done in the financial services sector’s innovation hubs
- By: Fiona Collie
- July 5, 2017 November 9, 2019
- 09:00
How innovation hubs are revolutionizing Bay Street
With growing interest in fintech, financial services institutions are launching innovation labs inspired by the unorthodox corporate settings of Silicon Valley
- By: Fiona Collie
- July 4, 2017 November 9, 2019
- 13:25
The top two reasons wills are challenged
Matthew Urback explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process (Part 2 of 4)
- By: Dan Richards, Matthew Urback
- July 3, 2017 November 9, 2019
- 07:20
Slideshow: Big differences among banks’ advisors
At some banks, advisors resemble their brokerage or dealer counterparts; at others, they appear to be positioned much closer to traditional frontline retail bankers
- By: James Langton
- June 28, 2017 November 9, 2019
- 07:00
Goals-based Investing: A Different Approach to Managing Risk
Clients need to refocus on the real reasons for investing
- June 27, 2017 November 10, 2019
- 13:30
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