Advisors split on branch managers
Most advisors favour having non-producing branch managers, but there are some who say the old approach still has value
- By: Kelsey Rolfe
- April 24, 2015 November 9, 2019
- 09:00
Top Stories in In Depth
Stepping up in wealth management
Whether or not advisors are satisfied with their firms' offerings, several brokerages are bringing in more specialists and making major steps to improve the support…
- By: Joy Blenman
- April 24, 2015 November 9, 2019
- 09:00
Time to deliver on promises
Many advisors say their firms can't always be counted on to follow through on their promises
- By: Leah Golob
- April 24, 2015 November 9, 2019
- 09:00
Stronger public image needed
Some advisors clamour for their firms to make greater efforts so that their brands become better known among the public
- By: Anne-Marie Vettorel
- April 24, 2015 November 9, 2019
- 09:00
Technology woes continue
Technology woes continue
- By: Tessie Sanci
- April 24, 2015 November 9, 2019
- 09:00
Advisors split on firms’ payouts
There are great differences among advisors regarding the changes their firms have made to their compensation structures
- By: Megan Harman
- April 24, 2015 November 9, 2019
- 09:00
A further push into record territory
Advisors across the board have seen remarkable growth in their books of business, productivity, client assets and take-home pay. Beneath these headline numbers, there are…
- By: James Langton
- April 24, 2015 February 26, 2020
- 09:00
Brokerage Report Card 2015 main chart
How advisors rated their firms
- By: IE Staff
- April 24, 2015 November 9, 2019
- 09:00
Firms given a wake-up call
Although advisors reported some good news, in that their books of business rose to an all-time high yet again, they also want their firms to…
- By: Fiona Collie
- April 24, 2015 November 9, 2019
- 09:00
Report Card: No major impact
Advisors ready for CRM2 changes
- By: Rudy Mezzetta
- April 24, 2015 November 9, 2019
- 09:00
Newsmaker: A methodical approach
The new head of BMO Nesbitt Burns says that careful planning and calmness in the face of daily challenges serve her well
- By: Fiona Collie
- April 23, 2015 November 9, 2019
- 23:00
Industry groups pleased with budget measures
Proposed changes to RRIFs, TFSAs find favour
- By: Tessie Sanci
- April 22, 2015 November 9, 2019
- 11:00
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
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