Making teams excel
In part four of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses what Google does to make sure its…
- By: Dan Richards
- August 29, 2016 November 9, 2019
- 05:30
Top Stories in In Depth
How we did it
Finding the categories in which firms are succeeding and those in which firms could improve is at the heart of Investment Executive's (IE) Report Card…
- By: Fiona Collie
- August 26, 2016 November 9, 2019
- 23:05
Advisors’ Report Card 2016: Editors discuss the major themes of this year’s Report Card series
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the key trends emerging from this year’s Report Card series. Most notably,…
- By: Pablo Fuchs
- August 26, 2016 November 9, 2019
- 08:30
Newer technology’s increasing importance
Advisors are growing their businesses by embracing modern mobile technology and social media
- By: Beatrice Paez
- August 26, 2016 November 9, 2019
- 00:00
Seniors’ issues take centre stage
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…
- By: Jade Hemeon
- August 26, 2016 November 9, 2019
- 00:00
Attention turns to financial planning
The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising
- By: Rudy Mezzetta
- August 26, 2016 November 9, 2019
- 00:00
Big changes ahead
Firms and advisors face challenges relating to major technological changes, demographic issues and increased regulatory oversight. How are they responding?
- By: Fiona Collie
- August 26, 2016 November 9, 2019
- 00:00
The challenge of compliance
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…
- By: Megan Harman
- August 26, 2016 November 9, 2019
- 00:00
Facing a need for fresh blood
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
- By: Kat Shermack
- August 26, 2016 November 9, 2019
- 00:00
Are robo-advisors a threat?
Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about
- By: Megan Marrelli
- August 26, 2016 November 9, 2019
- 00:00
Key traits of successful firms
How advisors feel about their firms overall is evident in the ratings for two specific categories
- By: Fiona Collie
- August 26, 2016 November 9, 2019
- 00:00
Advisors’ Report Card 2016 main chart
How advisors rated their firms
- By: IE Staff
- August 26, 2016 November 9, 2019
- 00:00
Advisors thrive in time of instability
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…
- By: James Langton
- August 26, 2016 November 9, 2019
- 00:00
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