Advisors suffer a setback
Despite surging equities markets and increasing assets being directed into mutual funds, advisors surveyed for this year's Report Card report a drop in the average…
- By: James Langton
- May 21, 2015 November 16, 2019
- 23:00
Top Stories in In Depth
Strong leadership is vital
Advisors went out of their way to praise executives who take the time to develop and maintain personal relationships with them. Such efforts build trust…
- By: Anne-Marie Vettorel
- May 21, 2015 November 16, 2019
- 23:00
Bracing for the impact of CRM2
About half of the advisors who ply their trade with Canada's mutual fund and full-service dealers have a litany of concerns about the challenges that…
- By: Fiona Collie
- May 21, 2015 November 16, 2019
- 23:00
Dealers’ Report Card 2015 main chart
How advisors rated their firms
- By: IE Staff
- May 21, 2015 June 15, 2021
- 23:00
A struggle to keep promises
With all but one firm seeing a drop in their rating for delivery on promises, it's clear that firms have to make a greater effort…
- By: Tessie Sanci
- May 21, 2015 November 16, 2019
- 23:00
Downward trend in advisor pay
Advisors are taking home less in pay this year, but many still lauded their firms for maintaining fair payout structures
- By: Leah Golob
- May 21, 2015 November 16, 2019
- 23:00
Following up: Connect with prospects after a conference
Staying in touch creates relationship momentum
- By: Leah Golob
- May 21, 2015 November 9, 2019
- 10:51
Make an impact during a conference
It’s not enough just to show up. You have to get involved
- By: Leah Golob
- May 20, 2015 November 9, 2019
- 11:25
Attending conferences as prospecting opportunities
Choose events that are attended by members of your target market
- By: Leah Golob
- May 19, 2015 November 9, 2019
- 09:20
BRC 2015: Raymond James improves significantly in 11 categories
Terry Hetherington, executive vice president and head of Raymond James’ private client group, discusses the firm’s wealth-management support for advisors, an area that saw a…
- By: Terry Hetherington
- May 13, 2015 November 9, 2019
- 11:15
Global ETF assets near US$3 trillion in April
Assets for Canadian-listed exchange traded products reach new record high
- By: James Langton
- May 8, 2015 November 9, 2019
- 08:10
An aggressive ETF portfolio for young investors
Time is on your side for building wealth and recovering from downturns
- By: John Gabriel
- May 7, 2015 November 9, 2019
- 09:00
Prioritize your tasks for efficiency
Focus on one job at a time
- By: Leah Golob
- May 6, 2015 November 9, 2019
- 09:31
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