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…
Survey suggests that Quebec residents tend to be more risk-averse than other Canadians
How advisors rated their firms
Surveyed advisors said much work is required in some key areas, such as support for tax planning, compensation, pensions and technology
Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented
Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts
Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning
Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques
Advisors cited technology as one the key areas that their banks could most improve upon
An overall decline in advisors' average AUM and productivity may be signs that all is not right in this channel
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…
Although there have been significant changes to the Report Card, advisors’ ratings, overall, have remained fairly stable since 2008
There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit
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.
Building Resilient Portfolios for a New Era
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
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds