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Top Stories in In Depth

The view from the top

Education and having the right tools are becoming priorities for advisors, says the head of PowerShares

What’s in a label?

Depending on how ETF portfolios are managed, they fall into one of two buckets. Does this make sense?

Mistakes to avoid with universal life

Steer clear of these missteps to ensure your clients don’t end up with irreparable damage to their financial plans

The role for universal life

Universal life insurance can provide benefits such as flexibility and tax-exempt investment room, but the product is not suitable for all clients

The great universal life debate

As universal life products evolve, some advisors say these products continue to be attractive while others say UL has no place in a client’s portfolio

Regulators’ Report Card: COs, execs share their views on key issues

Regulators’ Report Card: COs, execs share their views on key issues

Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ thoughts about the CSA’s proposal to introduce a best interest…

Regulators’ Report Card 2017: Good news for regulators

Regulators’ Report Card 2017: Good news for regulators

Pablo Fuchs, senior editor with Investment Executive and Fiona Collie, staff writer, discuss survey participants’ favourable views of the regulators and other key findings in…

Province in favour of Expert Committee’s proposed rules for advisors, financial planners

Ontario’s government intends to work with the province’s financial regulators on many of the Expert Committee’s recommendations

Court rules in favour of labour-sponsored venture fund against fund manager

Ontario to give SROs power to collect fines against advisors in court

Advisors in the province subject to disciplinary sanctions will no longer be able to evade their fines simply by leaving the industry

Call for standards

Committee proposes restrictions on the use of advisors' titles

Regulators’ Report Card: A good job

Regulators' report card

The gender gap in financial matters

Survey suggests more women than men are confused by financial jargon, and women tend to avoid investment risk

Empathy for the regulators

Many of the increases in regulators' ratings suggest dealers understand the tough job the regulators have to do. (Includes chart.)

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.