How to better prioritize at the office
Use a decision matrix to organize your ‘to-do’ list
- By: Leah Golob
- May 4, 2015 November 9, 2019
- 10:45
Top Stories in In Depth
Brokerage Report Card 2015: Editors discuss key results
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2015 Brokerage Report Card. This year's Report Card…
- By: Pablo Fuchs
- April 30, 2015 November 9, 2019
- 16:10
Bank of Montreal makes inroads in ETF marketplace: Web exclusive
BlackRock and its iShares products is still, however, the king of the hill
- By: Jade Hemeon
- April 29, 2015 November 9, 2019
- 14:15
NBCN brings ETFs to mutual fund dealers: Web exclusive
Omnibus accounts for fund dealers
- By: Tessie Sanci
- April 29, 2015 November 9, 2019
- 06:30
ETF product knowledge key for fund dealers: Web exclusive
FMFD shares draft of best practices for dealers wanting to sell exchange-traded funds
- By: Tessie Sanci
- April 28, 2015 November 9, 2019
- 14:55
The knowledge gap: Web exclusive
Advisors say majority of retail clients do not understand the basics of ETFs
- By: Megan Harman
- April 28, 2015 November 9, 2019
- 12:40
ETFs useful in many investment strategies: Web exclusive
But survey results show that some advisors believe actively managed ETFs don’t fit with the product category’s value proposition of low fees
- By: Jade Hemeon
- April 28, 2015 November 9, 2019
- 09:05
Advisors embrace exchange-traded funds
Hugh Murphy, managing director of Credo Consulting, discusses the results of a recent survey of how advisors are using exchange-traded funds. The survey was conducted…
- By: Hugh Murphy
- April 28, 2015 November 9, 2019
- 08:50
ETF Guide 2015: From the editor
In this, Investment Executive‘s (IE) second annual ETF Guide for financial advisors, we discuss some major trends in products and strategies in the exchange-traded fund…
- By: Tracy LeMay
- April 27, 2015 November 9, 2019
- 23:00
Building ETF portfolios
James Breech and cougar global integrate financial planning and investment management to meet clients' goals
- By: David Israelson
- April 27, 2015 November 9, 2019
- 23:00
ETFs by the basket
Reg Jackson says his clients were looking for a lower-cost alternative to mutual funds
- By: David Israelson
- April 27, 2015 November 9, 2019
- 23:00
ETFs and the fee-based advisor
Andrew Pyle uses ETFs to achieve flexibility and transparency for clients' portfolios
- By: Rudy Mezzetta
- April 27, 2015 November 9, 2019
- 23:00
Charting a new course
Mandeville Wealth Services may be on the leading edge of mutual fund dealers selling ETFs
- By: Susan Yellin
- April 27, 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