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From the editor

The world of exchanged-traded funds (ETFs) in Canada just keeps getting larger and more complex. Assets under management in the industry have expanded quickly, reaching…

Brokerage Report Card 2016: Editors discuss key results

Brokerage Report Card 2016: Editors discuss key results

Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the results of the 2016 Brokerage Report Card.

Some direction is needed

The brokerage business is going through profound change, and advisors are counting on their firms to help them navigate through the new twists and turns

Social media is becoming a factor

As social media gains prominence as a marketing tool for advisors, access is more critical than ever. The firms that provide access to the online…

Financial planning gains prominence

Advisors consider financial planning to be more important than ever, and more advisors are creating financial plans with their clients. However, challenges remain in getting…

The wrong side of history

Editorial

  • By: IE Staff
  • April 21, 2016 November 12, 2019
  • 23:00

A greater priority for advisors

With strategic focus becoming more important for advisors, many are questioning their firm's efforts to attract and serve high net-worth clients while other advisors praise…

The keys to success in the back office

Quick response times, consistency, reliability and a client- and advisor-focused approach by back office staff are critical

Advisors relying on support

Firms' greater focus on operating within a fee-based compensation model makes the transition easier for advisors

Changes to pay miff advisors

Firms have adjusted their pay structures to reward advisors with larger or faster-growing books at the expense of advisors with modest-sized books, many of whom…

Money worries tarnish golden years

Many of your older clients fear outliving their nest eggs in retirement

Robo-advisors not a cause for concern

The emergence of online financial services isn't a threat to most advisors' businesses because their clients prefer a personal touch

Firms ready to deal with seniors’ issues

More than 75% of advisors surveyed said their firms are prepared for the unique issues affecting this demographic

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.