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No secret formula for success in tech

Two firms have taken very different strategies regarding their technology, but both received high praise from their advisors

Stepping up on regulatory support

Advisors lauded firms that are proactive in informing them about changes in regulations and in training

Slideshow: How insurance advisors have rated their firms this decade

The Report Card average has remained quite stable during the past eight years, but some firms have seen some dramatic changes

Slideshow: Unique differences among insurance firms’ advisors

For insurance advisors, average age, tenure in the industry and with their firms, as well as annual compensation, is most revealing

Insurance Advisors’ Report Card 2017: Editors discuss results

Insurance Advisors’ Report Card 2017: Editors discuss results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year's Insurance Advisors’ Report Card, which show advisors…

Financial literacy boosts loyalty

Canadians with low levels of financial literacy are less comfortable speaking with their financial advisors

Big shifts in four firms’ ratings

Many ratings for Financial Horizons, Freedom 55 and Hub dropped significantly, while Sun Life enjoyed several increases

Advisors in need of more support

Most insurance agencies were rated much lower in a bevy of categories this year. Advisors want firms to step up their efforts

Room for improvement on CMS

Most advisors voiced their displeasure with their firm's CMS, but advisors with Sun Life and IDC WIN were very satisfied

Application processing still a big concern

For many advisors, their firm's back office and administrative support for new business leaves much to be desired

Work to do on financial planning

Advisors seek the right combination of technology and support specialists to create strong financial plans for their clients

Insurance firms get top marks for freedom

There's an approach to advisor autonomy at firms, which allows advisors to make product choices for clients without any interference

Insurance Advisors’ Report Card 2017 main chart

How advisors rated their firms

  • By: IE Staff
  • July 27, 2017 November 9, 2019
  • 23:50

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.