Keeping it simple
Embrace indexing in its purest form. Three ETFs with broad market exposure should do the trick
- By: Dan Hallett
- April 24, 2016 November 9, 2019
- 23:00
Top Stories in In Depth
The view from the top
Investment Executive senior reporter Jade Hemeon recently met with William McNabb, chairman and CEO of U.S.-based Vanguard Group Inc., for a conversation on ETFs. Vanguard…
- By: IE Staff
- April 24, 2016 November 9, 2019
- 23:00
Building relationships with advisors
U.S.-based firm aims to use its deep pockets and unique methods to expand in Canada
- By: Dwarka Lakhan
- April 24, 2016 November 9, 2019
- 23:00
Filling gaps in the market
RBC started small with just a couple of ETFs. Now, it is moving ahead at full throttle.
- By: Rudy Mezzetta
- April 24, 2016 April 6, 2021
- 23:00
From the editor
The world of exchanged-traded funds (ETFs) in Canada just keeps getting larger and more complex. Assets under management in the industry have expanded quickly, reaching…
- By: Tracy LeMay
- April 24, 2016 November 9, 2019
- 23:00
Brokerage Report Card 2016: Editors discuss key results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Brokerage Report Card.
- By: Pablo Fuchs
- April 22, 2016 November 9, 2019
- 10:00
Some direction is needed
The brokerage business is going through profound change, and advisors are counting on their firms to help them navigate through the new twists and turns
- By: Fiona Collie
- April 21, 2016 November 9, 2019
- 23:01
Social media is becoming a factor
As social media gains prominence as a marketing tool for advisors, access is more critical than ever. The firms that provide access to the online…
- By: Tessie Sanci
- April 21, 2016 November 9, 2019
- 23:00
Financial planning gains prominence
Advisors consider financial planning to be more important than ever, and more advisors are creating financial plans with their clients. However, challenges remain in getting…
- By: Megan Marrelli
- April 21, 2016 November 9, 2019
- 23:00
A greater priority for advisors
With strategic focus becoming more important for advisors, many are questioning their firm's efforts to attract and serve high net-worth clients while other advisors praise…
- By: Beatrice Paez
- April 21, 2016 November 9, 2019
- 23:00
The keys to success in the back office
Quick response times, consistency, reliability and a client- and advisor-focused approach by back office staff are critical
- By: Rudy Mezzetta
- April 21, 2016 November 9, 2019
- 23:00
Advisors relying on support
Firms' greater focus on operating within a fee-based compensation model makes the transition easier for advisors
- By: Megan Harman
- April 21, 2016 November 9, 2019
- 23:00
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 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 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
The wrong side of history
Editorial