Discipline of a dancer
Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book…
- By: Fiona Collie
- August 23, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
Advisors’ Report Card 2015: Editors discuss major themes
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the Advisors’ Report Card 2015. This year’s Report Card…
- By: Pablo Fuchs
- August 21, 2015 November 9, 2019
- 08:15
Mind your manners on social media
Social media offers an excellent way to generate leads — especially if you develop a strong voice that leverages your brand. Engaging your audience is…
- By: Leah Golob
- August 21, 2015 November 17, 2019
- 06:00
Firms recommended, but with caveats
A significant percentage of advisors recommended their firm, but a close look reveals that this usually comes with stipulations
- By: Fiona Collie
- August 20, 2015 November 9, 2019
- 23:00
Getting tech tools right
Technology is often a source of dissatisfaction, but some firms have found the right formula
- By: Joy Blenman
- August 20, 2015 November 9, 2019
- 23:00
How to establish a solid back office
Despite multiple complaints across the board, advisors with certain firms say that having strong relationships and competent and proactive staff are key to success with…
- By: Leah Golob
- August 20, 2015 November 9, 2019
- 23:00
Much hope for improvement
Advisors hope the new CRM2 reporting requirements will end their pervasive - and persistent - dissatisfaction with client account statements
- By: Jade Hemeon
- August 20, 2015 November 9, 2019
- 23:00
Continued growth in uncertain times
Advisors are focusing on building their businesses and growing their assets under management at a time when not only has recent economic and financial performance…
- By: James Langton
- August 20, 2015 November 9, 2019
- 23:00
New privacy rules bring new risks
The new Digital Privacy Act has important implications for firms
- By: Jim Middlemiss
- August 20, 2015 November 9, 2019
- 23:00
Move to fees is accelerating
CRM2, with its focus on enhancing the investment costs to clients, is transforming advisors' traditional revenue model
- By: James Langton
- August 20, 2015 November 9, 2019
- 23:00
Are advisors ready for CRM2?
Most advisors say they already have transformed their businesses in anticipation of CRM2, but others say the new regulatory regime is bound to be disruptive
- By: Rudy Mezzetta
- August 20, 2015 November 9, 2019
- 23:00
A new landscape
Although advisors are continuing to see significant growth in their books of business, their practices are undergoing a seismic transformation as a result of new…
- By: Fiona Collie
- August 20, 2015 November 9, 2019
- 23:00
Communication is a key priority
Work remains to be done to improve firms' communication efforts with their advisors
- By: Tessie Sanci
- August 20, 2015 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