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Lessons from experience: Choose your battles

A seasoned executive says women need more confidence about balancing jobs and family

Gender parity still a distant goal

The prime minister set a shining example when he named his cabinet, 50% of whom are women. But while financial services regulators are taking steps…

Setting up your own shop

A growing number of working women say that they dream of opening their own shop. Although that route can be a solid alternative on-ramp to…

Finding clients: Play to your strengths

The days when many clients wouldn't entrust a woman with their finances are long gone. And the growing wealth of women as a group can…

Scaling up at the independents

Several firms are taking steps to recruit and support women in financial advisory positions. Those initiatives are not just the right thing to do they…

Tech Tips: Squeeze more out of your day

While technology can seem like something that makes work ever-present, the adept use of mobile connections also can be the working mom's best friend. Just…

A positive balance

Managing a successful financial advisory career while raising a family is not easy. Three women offer advice on what works for them

The times are changing

In a once overwhelmingly male-dominated business, women are proving to possess the attributes of an ideal advisor

Promoting women a priority for banks

The Canadian banking industry has been at the leading edge in hiring and developing the careers of women. "It's great for business," says one executive

Training: Consider all options

Women may be imposing limits on themselves by assuming some career paths in financial services are geared toward men. That's not so more doors are…

Speeding up the learning curve

Linking up with a mentor can help provide the competitive edge that comes with experience. And while women don't necessarily have to work only with…

Weighing the need for hired help

Before beginning the process of expanding your team, consider whether your business truly needs an extra hand

Yvon Charest leads Quebec’s Top 25

Investment Executive’s sister publication names Industrial Alliance’s CEO as the 2015 Quebec Financial Personality of the Year

  • By: IE Staff
  • February 3, 2016 November 9, 2019
  • 06:30

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.