With growing interest in fintech, financial services institutions are launching innovation labs inspired by the unorthodox corporate settings of Silicon Valley
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)
At some banks, advisors resemble their brokerage or dealer counterparts; at others, they appear to be positioned much closer to traditional frontline retail bankers
Clients need to refocus on the real reasons for investing
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
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
Active ownership helps create long-term value for investors.
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…
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
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
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.
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