Report Card: Advisors’ big shift
Investments gain greater importance
- By: James Langton
- July 23, 2015 November 9, 2019
- 23:00
Top Stories in In Depth
A wide divide in ongoing training
As MGAs excel in providing training, dedicated agencies are falling woefully behind
- By: Leah Golob
- July 23, 2015 November 9, 2019
- 23:00
Product shelf matters greatly to advisors
Firms excel at having a rich variety of products and providing advisors with freedom to choose products that suit clients best
- By: Fiona Collie
- July 23, 2015 November 9, 2019
- 23:00
Going the extra mile
Advisors prefer direct managers whom they consider to be partners and do what's necessary to help
- By: Joy Blenman
- July 23, 2015 November 9, 2019
- 23:00
Great assistance in high demand
The correlation between the support advisors receive from - and the ratings they gave — their firms and MGAs is no coincidence
- By: Fiona Collie
- July 23, 2015 November 9, 2019
- 23:00
Engagement letters gaining prominence
The percentage of advisors and clients who have signed engagement letters has risen over the past year
- By: Kelsey Rolfe
- July 23, 2015 November 9, 2019
- 23:00
Falling short on technology
Despite praise for some firms, most advisors were dissatisfied with the tech tools, CMS and financial planning tech available
- By: Rudy Mezzetta
- July 23, 2015 November 9, 2019
- 23:00
A mixed bag in application processing
Advisors with Freedom 55 and GWL were livid with their application processing, while other firms do a solid job
- By: Megan Harman
- July 23, 2015 November 9, 2019
- 23:00
Insurance Advisors’ Report Card 2015 main chart
How advisors rated their firms
- By: IE Staff
- July 23, 2015 November 9, 2019
- 23:00
Point of sale: Requirements and exceptions for online and phone sales
In part two of this three-part series, Rebecca Cowdery, partner with Borden Ladner Gervais LLP in Toronto, discusses Fund Facts requirements for mutual fund sales…
- By: Rebecca Cowdery
- July 21, 2015 November 9, 2019
- 15:25
Casual Friday: Three quick tips on email etiquette
Use as much thought as you would in drafting a formal letter
- By: Leah Golob
- July 17, 2015 November 17, 2019
- 10:20
Build point of sale into your practice
Rebecca Cowdery, a partner with Borden Ladner Gervais LLP in Toronto, discusses the mutual fund point of sale (POS) delivery project, and explains how advisors…
- By: Rebecca Cowdery
- July 14, 2015 November 9, 2019
- 15:25
Closing the life insurance coverage gap
Why many Canadians are lacking the protection they need, and how advisors can help
- By: Rick Forchuk
- July 9, 2015 November 9, 2019
- 09:00
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