Advisors experience solid growth
Although dealer reps have added to their AUM and client totals, a closer look reveals that top performers are focusing on serving their high net-worth…
- By: James Langton
- May 19, 2016 November 16, 2019
- 23:00
Top Stories in In Depth
Dealers’ Report Card 2016 main chart
How advisors rated their firms
- By: IE Staff
- May 19, 2016 June 15, 2021
- 23:00
Account statements fail to inspire
Many advisors hope the introduction of CRM2 will lead to clearer and better client account statements
- By: Tessie Sanci
- May 19, 2016 November 16, 2019
- 23:00
Room for improvement in tech remains
Although some firms are doing a better job on technology, the "satisfaction gap" in this category suggests much work is needed
- By: Megan Harman
- May 19, 2016 November 16, 2019
- 23:00
Right mix of training is needed
With little consensus among advisors about what they need from their firms in ongoing training, the firms that are praised most offer the right blend…
- By: Beatrice Paez
- May 19, 2016 November 16, 2019
- 23:00
Transition to fees requires support
Regulatory initiatives such as CRM2 are forcing firms to create or improve their IT platforms - as well as increase the support and education for…
- By: Ahmad Hathout
- May 19, 2016 November 16, 2019
- 23:00
Making headway on mobility
Support for mobile technology is becoming more important for financial advisors, and firms are doing a better job of delivering the help advisors need to…
- By: Fiona Collie
- May 19, 2016 November 16, 2019
- 23:00
Communication affects satisfaction
Advisors are happier when their firms focus on informing advisors about what's important, including the firm's strategic focus, and provide the proper channels through which…
- By: Kat Shermack
- May 19, 2016 November 16, 2019
- 23:00
Shifting fortunes for four firms
Acquisition wrecks havoc on ratings
- By: Rudy Mezzetta
- May 19, 2016 November 16, 2019
- 23:00
Small-cap picks in energy, financial services and industrials
Managers favour producers over service providers in the energy sector
- By: Sonita Horvitch
- May 13, 2016 November 9, 2019
- 14:35
Letters to the Editor: No confusion, Advocis says
As the U.K. reconsiders rules banning embedded commissions, Advocis reaffirms its commitment to both raising proficiency standards for advisors and embedded compensation
- By: Greg Pollock
- May 12, 2016 November 12, 2019
- 14:30
The long road to standardized risk disclosure
Although new delivery requirements for Fund Facts kick in this month, looming reforms to a key component of the disclosure document remain a work in…
- By: James Langton
- May 12, 2016 November 9, 2019
- 09:00
Letters to the Editor: Proficiency, not commissions, reduces number of advisors
It’s worth reviewing the experience of the U.K., where advisors have faced higher proficiency standards since 2013
- By: Kelly Rogers
- May 11, 2016 November 12, 2019
- 11:00
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