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
Top Stories in In Depth
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
Advocis takes stand against new Saskatchewan tax on life insurance
There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit
- By: Megan Harman
- June 8, 2017 November 9, 2019
- 16:10
Insurers experiencing big drop in sales this year
New tax rules, combined with sustained low interest rates and new capital requirements, are creating significant challenges for insurance carriers
- By: Megan Harman
- June 8, 2017 November 9, 2019
- 12:40
Provincial insurance regulators look to improve oversight of advisors and MGAs
The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing
- By: Megan Harman
- June 8, 2017 November 9, 2019
- 09:10
Slideshow: How the average advisor at each dealer is performing
There’s pressure on advisors’ AUM at some firms, which is impacting their compensation negatively and also often affecting advisors’ views of their dealers
- By: James Langton
- June 7, 2017 November 9, 2019
- 08:55
CIFPs 2017: Advisors lack framework for risk tolerance assessment
Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the…
- By: Shawn Brayman
- June 6, 2017 November 9, 2019
- 14:30
Dealers’ Report Card 2017: Editors discuss results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss why survey participants believe their dealer firms are failing to meet expectations…
- By: Fiona Collie, Pablo Fuchs
- June 2, 2017 November 9, 2019
- 08:30
Advisors need to counter growing threat of robo-advisors
As new research shows robo-advisors are gaining traction among clients, advisors should find ways to use these tools as well as provide the unique services…
- By: Megan Harman
- June 1, 2017 November 9, 2019
- 14:20
CIPFs 2017: Design asset allocation to achieve clients’ goals
Kevin Headland, senior investment, strategist, Manulife Investments, explains why risk-based asset allocation may not lead clients to their goals.
- By: Kevin Headland
- June 1, 2017 November 9, 2019
- 13:30
Securing client business with insurance
Study shows that Canadians who own insurance products tend to be more loyal to their advisors
- By: Rudy Mezzetta
- May 31, 2017 November 9, 2019
- 23:55
Advisors pleased with products
Much praise was given to dealer firms that have an extensive mutual fund offering and provide access to other products that cater to specific clients
- By: Sophie Allen-Barron
- May 31, 2017 November 16, 2019
- 23:50
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