Major focus on financial planning
Banks are improving their financial planning tools as the practice becomes more important to the firms and their advisors
- By: Ahmad Hathout
- June 23, 2016 November 9, 2019
- 23:10
Top Stories in In Depth
Banking model proves to be successful
Advisors with banks, who tend to be younger than brokerage and dealer reps and get paid mostly by salary, are holding their own
- By: James Langton
- June 23, 2016 November 9, 2019
- 23:10
Are robo-advisors a looming threat?
There's much debate about how robo-advisors will impact the traditional financial services sector
- By: Fiona Collie
- June 23, 2016 November 9, 2019
- 23:10
Greater focus needed in advertising
Advisors would like to see their banks promote financial planning rather than only mortgages in their advertisements
- By: Beatrice Paez
- June 23, 2016 November 9, 2019
- 23:10
Report Card on Banks 2016 main chart
How advisors rated their firms
- By: IE Staff
- June 23, 2016 November 9, 2019
- 23:10
Bank advisors cast a critical eye
Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise
- By: Fiona Collie
- June 23, 2016 November 9, 2019
- 23:10
Back-office blunders continue
Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations
- By: Kat Shermack
- June 23, 2016 November 9, 2019
- 23:10
Banks, advisors failing to communicate
Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback
- By: Megan Marrelli
- June 23, 2016 November 9, 2019
- 23:10
Seniors’ issues take centre stage
Banks are well prepared to deal with the unique issues affecting aging Canadians
- By: Jade Hemeon
- June 23, 2016 November 9, 2019
- 23:03
Estate Planning: The in-between time
In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses…
- By: Peter Drake
- June 23, 2016 November 9, 2019
- 05:00
New demands on boomers pressure legacy and retirement plans
In part one of a three-part series, “Fresh perspectives on estate planning”, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives…
- By: Peter Drake
- June 21, 2016 November 9, 2019
- 05:00
Power of attorney: What advisors need to know
In part two of a six-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…
- By: Dan Richards, Ellen Bessner
- June 20, 2016 November 9, 2019
- 05:15
IFIC urges Ontario to lead national collaboration on financial planning rules
The mutual fund industry trade group’s submission pushes back against some of preliminary recommendations of the Expert Committee
- By: James Langton
- June 17, 2016 November 9, 2019
- 15:00
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
Is Essential Retail A Smart Money Play in Today’s Market?
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…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 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
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
Building Trust, the Right Way at WFG
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…
- By: World Financial Group
- February 4, 2025 February 4, 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