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Above the fray

Deborah Fuhr brings years of independent thinking and insight to the rapidly changing, global ETF landscape

Looking past the package

New features don't always mean a better product

Brokerage Report Card 2018: Editors discuss this year’s results

Brokerage Report Card 2018: Editors discuss this year’s results

Advisors’ businesses are stronger than ever

Women fear outliving their savings

Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors

Firms struggle to deliver

Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry…

BRC 2018 How advisors rated their firms

Brokerage Report Card 2018 main chart

How investment advisors rated their firms

  • By: IE Staff
  • April 27, 2018 November 9, 2019
  • 00:22

Two firms face opposite paths

After a rough showing in 2017, BMO Nesbitt Burns and ScotiaMcLeod faced very different assessments from their advisors this year

Advisors favour action on commissions

Although 63.5% of advisors surveyed for the Report Card favour regulators addressing concerns surrounding the use of embedded commissions, opinions were split regarding the right…

Strong reputation is critical

A firm's standing in the eyes of clients and prospective clients is one of the most important issues for advisors, but some firms have work…

  • By: Leah Golob
  • April 27, 2018 November 9, 2019
  • 00:18

Back offices still are works in progress

Advisors at four firms cited recent changes that have made the experience of dealing with their back office more difficult

Advisor Quotes

Advisors toast their firms

  • By: IE Staff
  • April 27, 2018 November 9, 2019
  • 00:16

Divergent views on managers

Advisors with bank-owned brokerages were split in their opinions of the roles their branch managers fulfil. Some oppose the producing branch manager model others said…

Struggles with online access

Advisors with five of the 12 firms in the Report Card rated their brokerages lower by half a point or more in the "online account…

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?

A different frame

HNW clients want guidance on the complex challenges that wealth can bring

Powering up your practice

Referrals are key to boosting your roster of HNW clients

CPPIB spending $690M for minority stake in software firm Regnology

The firm makes software focused on regulatory reporting solutions for financial institutions

Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way

Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

Private REITs Offer Stability in Uncertain Political Environments

How private REITs can reduce portfolio volatility in times of public market turbulence.

Why the Definition of Independence Matters in the Canadian Securities Industry

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

Designed Securities’ AI readiness – how progress and quick pivots are leading them forward

Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

Brokerage Report Card 2024 main chart

How investment advisors rated their firms’ support offerings and tools

  • By: IE Staff
  • June 5, 2024 June 4, 2024
  • 09:16

Insurance advisors share industry sentiment and needs (charts)

Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

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

Canadian ETFs enter the metaverse

New funds hold several big names found in broad U.S. stock indexes

  • By: Rudy Luukko
  • January 24, 2022 January 24, 2022
  • 00:15

Can investing choices open doors to opportunity?

The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.

Can investing choices improve quality of life?

The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.

Can investing choices create a more inclusive economy?

The NEI Global Corporate Leaders Fund is investing in companies breaking down barriers to economic participation.