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Report Cards

Advisors’ Report Card

Regional breakdown of advisor sample

November 15, 2024 Katie Keir, Roland Inacay
Job search
Advisors’ Report Card

Advisors’ Report Card 2024 main chart

November 15, 2024 IE Staff
Advisors’ Report Card

How we did it: Advisors’ Report Card 2024

November 15, 2024 Katie Keir
Advisors’ Report Card

Five areas where wealth firms most need to improve advisor support

November 15, 2024 Katie Keir
man and a woman talking
Advisors’ Report Card

Freedom to choose products remains a top priority

November 15, 2024 Roland Inacay
Advisors’ Report Card

How advisors’ books are evolving across Canada’s financial advice industry

November 15, 2024 James Langton
map of Canada with a hand underneath
Advisors’ Report Card

Advisors feeling cybersecure

November 15, 2024 Emily Fox
cybersecurity
Partner Reports

Why the Definition of Independence Matters in the Canadian Securities Industry

November 4, 2024 With: Designed Securities
Discovering new business opportunities and investments, Vision and goal setting, Business team is rowing boat with binoculars standing in paper boat and looking forward, Vector design illustration.
ETF GUIDE

Which thematic ETFs should investors be looking at?

October 15, 2024 Jonathan Got
Report Card on Banks

Report Card on Banks 2024 summary video

October 15, 2024 Katie Keir
Report Card on Banks

All quiet on the bank-branch front

October 15, 2024 Katie Keir
Canadian flags in business district
Report Card on Banks

Bank advisors want better access to compliance departments

October 15, 2024 Alisha Mughal
Illustration of a businessperson using a magnifying glass to examine files
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