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Facing a need for fresh blood

The average age of the financial advisors surveyed for Investment Executive's annual Report Card series has been rising over the course of this decade

Are robo-advisors a threat?

Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about

Key traits of successful firms

How advisors feel about their firms overall is evident in the ratings for two specific categories

Advisors’ Report Card 2016 main chart

How advisors rated their firms

  • By: IE Staff
  • August 26, 2016 November 9, 2019
  • 00:00

Advisors thrive in time of instability

For the average advisor, AUM is up while client numbers were down, which points to rising productivity as measured by AUM/client household. And, on the…

RESPs spell opportunity for advisors

Few older Canadians contribute to RESPs, but they are gaining the attention of this group as a way to help grandchildren

Research shows experts are made, not born

Research shows experts are made, not born

In part three of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that shows superior performance is a…

Why to-do lists kill long-term productivity

Why to-do lists kill long-term productivity

In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can…

Two business metrics that should be measured

Two business metrics that should be measured

In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and…

A compliance perspective on Skype and FaceTime

A compliance perspective on Skype and FaceTime

In part eight of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss…

Firms praised for informing advisors

Being kept up to speed in all the topics that matter to advisors and their businesses is a task that firms are performing admirably

Insurance Advisors’ Report Card 2016: Editors discuss the results

Insurance Advisors’ Report Card 2016: Editors discuss the results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of this year’s Insurance Advisors’ Report Card. With the insurance…

Help in positioning a product is stellar

Independent insurance advisors have high expectations for their managing general agencies (MGAs) regarding support in positioning a product

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.