Featured In Depth

Advisors’ Report Card 2024

This Report Card summarizes data from each of the Brokerage, Dealers' and Bank reports, looking at the trends across the financial advice industry

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ETF Guide 2024

We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.

Report Card on Banks 2024

This year's research reveals how well the Big Six are meeting branch advisors' need for coaching, fair pay and effective tools

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Dealers’ Report Card 2024

Advisor satisfaction across most of the 11 full-service and mutual fund dealers in the Report Card has held steady or improved compared with 2023

Brokerage Report Card 2024

The Report Card, which has been published for more than 30 years, explores the concerns and needs of investment advisors in Canada as their firms…

Budget 2024

Everything you need to know about this year’s federal budget

The case of Emerge ETFs

The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…

Focus on ESG 2024

We look at carbon credits, regulations, ESG and private equity, and more.

Latest Special Reports

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The Bridging Finance case

Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.

October 29, 2024

Insurance Guide 2024

We look at suitability, underwriting, insurance sales and much more in this year's edition

May 12, 2024

Insurance Advisor Report

Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends

February 11, 2024

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Special Report on Retirement 2023

Clients retiring today are living longer, and many have changed jobs throughout their careers — sometimes including work overseas. This year’s Special Report on Retirement…

November 12, 2023

Latest Report Cards

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Advisors’ Report Card 2023

Findings from the 2023 Report Card series showed advisors are entrepreneurial but still seek business guidance and support from their firms

October 15, 2023

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Report Card on Banks 2023

Branch-based advisors and planners said they appreciated certain support offered by their banks, but there's still room for improvement.

September 17, 2023

Dealers’ Report Card 2023

Dealer firms may be losing ground in their quest for financial advisors’ approval, according to this year's Report Card

August 27, 2023

Brokerage Report Card 2023

The Report Card, which celebrates its 30th anniversary in 2023, highlights the resiliency and innovation of many of Canada’s investment advisors in the face of…