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…
- By: Rudy Mezzetta
- April 21, 2016 November 9, 2019
- 23:00
Top Stories in In Depth
Money worries tarnish golden years
Many of your older clients fear outliving their nest eggs in retirement
- By: Tessie Sanci
- April 21, 2016 November 9, 2019
- 23:00
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
- By: Fiona Collie
- April 21, 2016 November 9, 2019
- 23:00
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
- By: Kat Shermack
- April 21, 2016 November 9, 2019
- 23:00
Advisors are holding their own
Assets under management have remained steady over the past year, ending a string of successive gains that advisors have enjoyed this decade, while productivity has…
- By: James Langton
- April 21, 2016 November 9, 2019
- 23:00
Brokerage Report Card 2016 main chart
How advisors rated their firms
- By: IE Staff
- April 21, 2016 November 9, 2019
- 23:00
MFDA moves closer to having mutual fund reps sell ETFs
The regulator is also taking a proactive approach to members’ concerns about cost and compensation reporting coming into effect with CRM2
- By: Tessie Sanci
- April 20, 2016 November 9, 2019
- 16:45
Canada’s expanding ETF industry expected to grow even further
It’s likely most of the large mutual fund companies and banks will start getting into this space, ETF industry expert suggests
- By: Tessie Sanci
- April 20, 2016 November 9, 2019
- 12:50
Nest Wealth readies launch of new tool for financial advisors
The robo-advisor firm will launch Nest Wealth Pro, a technological tool that keeps the advisor as the focal point of a relationship with a client,…
- By: Tessie Sanci
- April 19, 2016 November 9, 2019
- 14:00
Sphere Investments launches with promise to deliver 30 ETFs
A product lineup that will grow to more 30 than factor-tilted, smart beta ETFs will distinguish Sphere from its competitors, says the firm’s founder and…
- By: Tessie Sanci
- April 19, 2016 November 9, 2019
- 09:15
Mackenzie launches ETF suite
Four actively managed, fixed-income ETFs begin trading on the Toronto Stock Exchange
- By: Tessie Sanci
- April 19, 2016 November 9, 2019
- 08:20
Whole life vs universal life: Weighing the options
Consider cost and a client’s desire to be involved in the investment process when helping to choose a type of coverage
- By: Megan Harman
- April 8, 2016 November 9, 2019
- 12:30
Making the case for permanent life insurance
Although some clients may be put off by the cost of premiums, advisors can demonstrate the value of permanent coverage
- By: Megan Harman
- April 7, 2016 November 9, 2019
- 05:00
Is Essential Retail A Smart Money Play in Today’s Market?
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
- By: Skyline
- December 8, 2025 November 21, 2025
- 08:00
Do you have the right portfolio ingredients to position clients for 2026?
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
- By: NEI Investments
- December 1, 2025 November 24, 2025
- 08:00
The Value of a Total Portfolio Approach
Building Resilient Portfolios for a New Era
- By: PICTON Investments
- November 24, 2025 November 24, 2025
- 08:00
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?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Building Trust, the Right Way at WFG
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
- By: World Financial Group
- February 4, 2025 February 4, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
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