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Bank advisors cast a critical eye

Given the many changes to this year's Report Card, firms' lower ratings may not be that much of a surprise

Back-office blunders continue

Although most advisors say back-office functions need improving, some firms are meeting their advisors' expectations

Banks, advisors failing to communicate

Advisors have opportunities to make their voices heard, but many complain that their firms do very little with the feedback

Seniors’ issues take centre stage

Banks are well prepared to deal with the unique issues affecting aging Canadians

Estate Planning: The in-between time

Estate Planning: The in-between time

In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses…

New demands on boomers pressure legacy and retirement plans

New demands on boomers pressure legacy and retirement plans

In part one of a three-part series, “Fresh perspectives on estate planning”, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives…

Power of attorney: What advisors need to know

Power of attorney: What advisors need to know

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

Industry applauds Sousa’s regulatory proposals

IFIC urges Ontario to lead national collaboration on financial planning rules

The mutual fund industry trade group’s submission pushes back against some of preliminary recommendations of the Expert Committee

Three things to consider when selling your book

Three things to consider when selling your book

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

Insurance advisors urged to adopt CRM2 principles

Increasing pressure from clients and regulators means advisors will be well served to provide greater disclosure on insurance products and fees sooner rather than later

POAs on the radar of regulators

POAs on the radar of regulators

Advisors and firms should ensure they are implementing the recommended practices involving powers of attorney and senior clients

Advisors could play key role in helping clients prepare for major health risks

The chances of clients having a disability, critical illness or need for long-term care, which can have very damaging financial impacts, are higher than most…

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.