Home In Depth Page 31

Top Stories in In Depth

Pension plans leave much to be desired

Advisors have high expectations of their banks' pension plans, but many bemoaned the changes their firms have implemented

Banks deliver on clients’ online access

Advisors praised their banks' websites and mobile apps for being easy to use and providing clients with access to accounts

Some support services are lacking

Advisors have various reasons for their dissatisfaction with their banks' support for both tax and wills and estate planning

Changes to paycheques upset advisors

Scotiabank, National Bank and CIBC advisors were quite vocal in their disapproval of changes to their paycheques

Banks are falling behind in technology

Advisors cited technology as one the key areas that their banks could most improve upon

Advisors face downward pressure

An overall decline in advisors' average AUM and productivity may be signs that all is not right in this channel

Elder abuse: Protect your clients and your practice

Elder abuse: Protect your clients and your practice

Matthew Urback flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of…

Slideshow: How advisors rated their firms in the past decade

Although there have been significant changes to the Report Card, advisors’ ratings, overall, have remained fairly stable since 2008

Advocis takes stand against new Saskatchewan tax on life insurance

Advocis takes stand against new Saskatchewan tax on life insurance

There are concerns that clients won’t be able to afford life insurance or that other jurisdictions may follow suit

Insurers experiencing big drop in sales this year

Insurers experiencing big drop in sales this year

New tax rules, combined with sustained low interest rates and new capital requirements, are creating significant challenges for insurance carriers

Provincial insurance regulators look to improve oversight of advisors and MGAs

The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing

Slideshow: How the average advisor at each dealer is performing

There’s pressure on advisors’ AUM at some firms, which is impacting their compensation negatively and also often affecting advisors’ views of their dealers

CIFPs 2017: Advisors lack framework for risk tolerance assessment

CIFPs 2017: Advisors lack framework for risk tolerance assessment

Shawn Brayman, president & CEO, PlanPlus Inc., highlights the lack of consistent standards regarding how advisors assess a client’s risk tolerance, and explains why the…

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.