Roland Inacay

Industry News

Deals: CPPIB to invest initial US$162M in SC Capital Partners

January 21, 2026 Roland Inacay
Merger image
Industry News

Deals: Sandpiper reduces stake in Extendicare

December 31, 2025 Roland Inacay
Group of businesspeople holding puzzle pieces
Industry News

Deals: Scotiabank wraps sale to Davivienda, takes 20% stake

December 12, 2025 Roland Inacay
Group of business people holding puzzle pieces at a boardroom table
Report Cards

Advisors’ Report Card summary video

November 13, 2025 Roland Inacay
Report Cards

Retail bank advisors identified pay as a key motivator

October 21, 2025 Roland Inacay
payday
Report Cards

CIBC’s branch-level advisors see tech-driven improvements

October 21, 2025 Roland Inacay
CIBC sign street level sign in front of banking centre
Dealers’ Report Card

New advisors in the dealer space look to colleagues for support

September 12, 2025 Roland Inacay
Man in a maze
Brokerage Report Card

Culture tops pay, technology as most important to advisors

June 5, 2025 Roland Inacay
Man looking stressed in an office setting
Advisors’ Report Card

How loyal are advisors to their firms or banks?

November 15, 2024 Katie Keir, Roland Inacay
Review process
Advisors’ Report Card

Regional breakdown of advisor sample

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

Freedom to choose products remains a top priority

November 15, 2024 Roland Inacay
Report Card on Banks

Branch advisors’ role in contingency planning for their books

October 15, 2024 Roland Inacay
succession planning