As regulators increase their focus on elderly clients, financial services firms of all descriptions are working diligently to provide products, services and staff training suited…
The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising
Firms and advisors face challenges relating to major technological changes, demographic issues and increased regulatory oversight. How are they responding?
As the regulatory environment in the financial services sector continues to evolve, keeping up with a steadily growing list of compliance responsibilities is a major…
The average age of the financial advisors surveyed for Investment Executive's annual Report Card series has been rising over the course of this decade
Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about
How advisors feel about their firms overall is evident in the ratings for two specific categories
How advisors rated their firms
For the average advisor, AUM is up while client numbers were down, which points to rising productivity as measured by AUM/client household. And, on the…
Few older Canadians contribute to RESPs, but they are gaining the attention of this group as a way to help grandchildren
In part three of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that shows superior performance is a…
In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can…
In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and…
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