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Dealers’ Report Card 2020

Advisors entered Covid-19 from a position of strength, with average assets under management and productivity up dramatically from last year.

Insurance Guide 2020

Insurance Guide 2020

In this special report, we give you the lowdown on how the insurance sector is evolving to meet today’s challenges, talk to Great-West Lifeco’s Hugh Moncrieff and…

Brokerage Report Card 2020

Brokerage Report Card 2020

The average advisor's book was in exceptionally good shape heading into the economic crisis spawned by Covid-19

Special Report on Technology 2020

Special Report on Technology

Whether you're looking for tech tools to modernize your practice, fintech fads for your clients or investment opportunities in the tech sector, we've got you…

Man looking to the horizon on a beach

Outlook 2020

The investment industry starts the year from a position of strength

Two senior ladies hiking in the woods

Special Report on Retirement 2019

In this special feature: helping clients build an RI retirement savings plan, tackling longevity risk, making sure older clients have adequate insurance and much more.

Special Report on Taxes, November 2019

Special Report on Taxes 2019

Investment Executive brings you insights on tax audits for HNW clients, clawbacks for small business owners, higher exemption thresholds for U.S. estate taxes, fee caps…

IE Advisor’s Report Card 2019 Cover

Advisors’ Report Card 2019

Advisors sound off on where the investment industry is succeeding and where it's falling short, and why they would — or wouldn’t — recommend their…

Understanding Responsible Investing

Many clients want to align their investments with their values. You can help them achieve their financial goals by getting up to speed on responsible investing.

  • January 5, 2020
Parliament Hill, Ottawa, Canada

Canada Votes 2019

Canada's 43rd election takes place on Oct. 21, and Investment Executive has been exploring all the issues that matter to financial advisors and their clients.…

  • October 24, 2019
tax calculator with red button

CRA income tax folio on advantages

The Canada Revenue Agency recently released its income tax folio on advantages for registered plans. Here's what advisors need to know.

  • October 16, 2019
Forsythia in the garden

IFB Toronto Spring Summit 2019

Insights from the Independent Financial Brokers of Canada’s spring summit in Mississauga, Ont.

  • April 29, 2019
Insurance Advisors' Report Card 2019

Insurance Advisors’ Report Card 2019

IE’s 2019 Insurance Advisors’ Report Card paints a relatively tranquil picture of the insurance space — although there were some unexpected findings

  • September 19, 2019
Report Card on Banks 2019

Report Card on Banks 2019

IE's 2019 Report Card on Banks reveals the Big Six’s retail advisors may be less satisfied this year.

  • August 22, 2019

Dealers’ Report Card 2019

Signs of slow and steady improvement were apparent in Investment Executive’s 2019 Dealers’ Report Card, but persistent issues remain.

  • May 30, 2019
2019 Brokerage Report Card

Brokerage Report Card 2019

The results of Investment Executive's 2019 Brokerage Report Card show firms and advisors have stepped up their game over the last 12 months

  • May 2, 2019

ETF Guide 2019

As new funds emerge, how do you choose what's right for your client?

  • September 19, 2019

Mutual Fund Guide 2019

The market for mutual funds is shifting. How should you and your clients navigate the changing investment landscape?

  • May 31, 2019
HNW Guide 2018 front cover

HNW Guide 2018

HNW clients want guidance on the complex challenges that wealth can bring

  • October 14, 2018

ETF Guide 2018

Take advantage of the expanding ETF universe to help clients reach their goals

  • May 1, 2018