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Big evolution in rewards

Despite the popularity of sales-based travel incentive conferences, many advisors are OK with seeing them go

Marketing support improving

Advisors favour their firms' in-house marketing specialists, social media support, online resources and customizable material

Mobile tech becomes a major factor

Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the…

Advisors’ focus turns to life insurance

Investments are once again taking a back seat to insurance products, as life insurance and living benefits revenue rises

Four firms see big changes in their ratings

RBC Life, Hub Financial and PPI Advisory advisors were happier with their firms, but those with Sun Life were less pleased

Finding support in a time of change

The insurance channel is going through some changes, and advisors lauded the firms providing the necessities to succeed

Insurance Advisors’ Report Card 2016 main chart

How advisors rated their firms

  • By: IE Staff
  • July 29, 2016 November 9, 2019
  • 00:00

Costs facing kids weigh on boomers

The expenses of weddings and child care are top of mind

Three tips when buying a book of business

Three tips when buying a book of business

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

The document you need on file for every client

The document you need on file for every client

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

How to respond to unhappy clients

How to respond to unhappy clients

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

Five misconceptions about millennial clients

Five misconceptions about millennial clients

Avoiding relationships with young adults would be short-sighted

Find your social media voice

Reaching millennials online can help build your brand, but you have to be authentic

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.