Financial literacy boosts loyalty
Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors
- By: Rudy Mezzetta
- July 27, 2017 November 9, 2019
- 23:55
Top Stories in In Depth
Big shifts in four firms’ ratings
Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases
- By: Fiona Collie
- July 27, 2017 November 9, 2019
- 23:50
Advisors in need of more support
Most insurance agencies were rated much lower in a bevy of categories this year. Advisors want firms to step up their efforts
- By: Fiona Collie
- July 27, 2017 November 9, 2019
- 23:50
Room for improvement on CMS
Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied
- By: Charles Bossy
- July 27, 2017 November 9, 2019
- 23:50
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
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
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