Advisors’ Report Card 2024
This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry
Featured In Depth
ETF Guide 2024
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
Report Card on Banks 2024
This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools
Dealers’ Report Card 2024
Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023
Brokerage Report Card 2024
The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…
The case of Emerge ETFs
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
The Bridging Finance case
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
- October 29, 2024
Insurance Guide 2024
We look at suitability, underwriting, insurance sales and much more in this year's edition
- May 12, 2024
Insurance Advisor Report
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
- February 11, 2024
Special Report on Retirement 2023
Clients retiring today are living longer, and many have changed jobs throughout their careers — sometimes including work overseas. This year’s Special Report on Retirement…
- November 12, 2023
Advisors’ Report Card 2023
Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms
- October 15, 2023
Report Card on Banks 2023
Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.
- September 17, 2023
Dealers’ Report Card 2023
Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card
- August 27, 2023
Brokerage Report Card 2023
The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…
- June 2, 2023
ETF Guide 2023
First-mover advantage, how small players survive, liquid alts turn 5, and more
- October 14, 2023
ETF Guide 2021
From cryptoassets to carbon offsets, Canadian ETFs keep adapting to investor demand
- October 11, 2021
Insurance Guide 2021
In this year's Insurance Guide, we deliver the goods on par policy dividends, insurance-tracking shares, how to buy a book of business — and so…
- June 13, 2021