Insuring the DIY investor
Survey data indicate that DIY investors are a potential source of clients for insurance advisors
- By: Rudy Mezzetta
- April 28, 2017 November 9, 2019
- 00:10
Top Stories in In Depth
Brokerage Report Card 2017 main chart
How advisors rated their firms
- By: IE Staff
- April 28, 2017 November 9, 2019
- 00:07
Advisors saw solid growth in AUM
Other key metrics also shifted: higher-value accounts now make up a growing proportion of the average book fee- and asset-based sources of revenue continue to…
- By: James Langton
- April 28, 2017 November 9, 2019
- 00:06
Big shifts for three bank-owned firms
Ratings for TD Wealth Private Investment Advice, BMO Nesbitt Burns and ScotiaMcLeod swung dramatically this year for a variety of reasons. Corporate culture, strategy and…
- By: Latifa Abdin
- April 28, 2017 November 9, 2019
- 00:05
Gulf in corporate culture widens
The difference between how advisors with bank-owned dealers and their counterparts with independent firms feel about their corporate culture is more pronounced
- By: Jennifer Cheng
- April 28, 2017 November 9, 2019
- 00:04
Advisors favour “best interest” standard
A remarkable 71% of investment advisors support the CSA's proposal to introduce a best interest standard due to the need to elevate industry standards across…
- By: Fiona Collie
- April 28, 2017 November 9, 2019
- 00:03
Finding another home for clients?
There is growing sentiment that financial advice is increasingly available only to high net-worth investors
- By: Charles Bossy
- April 28, 2017 November 9, 2019
- 00:02
Still much room for improvement
The enhanced performance and fee disclosure included in client account statements have yet to make the impact many advisors expected - although some advisors point…
- By: Sophie Allen-Barron
- April 28, 2017 November 9, 2019
- 00:01
Lessons learned from recent cyber attacks
These examples reveal some of the tactics that hackers use and the steep costs they can have for firms
- By: Danny Bradbury
- April 27, 2017 November 9, 2019
- 08:45
Keeping current on cybersecurity threats
Understanding the digital perils is the first step in protecting your practice
- By: Danny Bradbury
- April 26, 2017 November 9, 2019
- 11:45
Expert Committee’s proposed rules could have far-reaching implications
The introduction of restrictions to using the financial planner title as well a new statutory best interest standard will provide much needed clarity for clients
- By: Cary List
- April 24, 2017 November 10, 2019
- 04:30
From the editor
ETFs continue to capture the hearts and wallets of investors in Canada. Assets under management in the industry reached about $114 billion at the end…
- By: Tracy LeMay
- April 23, 2017 November 9, 2019
- 23:12
Higher interest rates on the horizon?
Fixed income ETFs come in many flavours to help you clients handle rising rates
- By: Catherine Harris
- April 23, 2017 November 9, 2019
- 23:11
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