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
Top Stories in In Depth
Report Card on Banks 2017: Editors discuss key themes
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Report Card on Banks, which show that…
- By: Fiona Collie, Pablo Fuchs
- June 23, 2017 November 9, 2019
- 10:50
Insurance products are popular in Quebec
Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
- By: Rudy Mezzetta
- June 22, 2017 November 9, 2019
- 23:53
Report Card on Banks 2017 main chart
How advisors rated their firms
- By: IE Staff
- June 22, 2017 November 9, 2019
- 23:50
Banks are failing to meet expectations
Surveyed advisors said much work is required in some key areas, such as support for tax planning, compensation, pensions and technology
- By: Fiona Collie
- June 22, 2017 November 9, 2019
- 23:50
Pension plans leave much to be desired
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
- By: Sophie Allen-Barron
- June 22, 2017 November 9, 2019
- 23:50
Banks deliver on clients’ online access
Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts
- By: Charles Bossy
- June 22, 2017 November 9, 2019
- 23:50
Some support services are lacking
Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning
- By: Fiona Collie
- June 22, 2017 November 9, 2019
- 23:50
Changes to paycheques upset advisors
Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques
- By: Jennifer Cheng
- June 22, 2017 November 9, 2019
- 23:50
Banks are falling behind in technology
Advisors cited technology as one the key areas that their banks could most improve upon
- By: Latifa Abdin
- June 22, 2017 November 9, 2019
- 23:50
Advisors face downward pressure
An overall decline in advisors' average AUM and productivity may be signs that all is not right in this channel
- By: James Langton
- June 22, 2017 November 9, 2019
- 23:09
Elder abuse: Protect your clients and your practice
Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of…
- By: Dan Richards, Matthew Urback
- June 19, 2017 November 9, 2019
- 05:20
Slideshow: How advisors rated their firms in the past decade
Although there have been significant changes to the Report Card, advisors’ ratings, overall, have remained fairly stable since 2008
- By: Fiona Collie
- June 15, 2017 November 9, 2019
- 08:45
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
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 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
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