Brand Knowledge | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/ Canada's news source for financial professionals Mon, 24 Nov 2025 20:24:57 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Brand Knowledge | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/ 32 32 Scotia Wealth Management links culture and capital as part of total wealth planning https://www.investmentexecutive.com/brand-knowledge_/scotia-wealth-management/scotia-wealth-management-links-culture-and-capital-as-part-of-total-wealth-planning/ Mon, 24 Nov 2025 13:00:42 +0000 https://www.investmentexecutive.com/?p=526090 Wealth reaches beyond traditional financial assets, with many investors holding passion assets that demand specialized expertise.

The post Scotia Wealth Management links culture and capital as part of total wealth planning appeared first on Investment Executive.

]]>
Croesus Vidia brings investment information to life https://www.investmentexecutive.com/brand-knowledge_/croesus/croesus-vidia-brings-investment-information-to-life/ Mon, 17 Nov 2025 12:00:29 +0000 https://www.investmentexecutive.com/?p=524951 A smart solution that turns every report into an opportunity to engage with investors.

The post Croesus Vidia brings investment information to life appeared first on Investment Executive.

]]>
The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios https://www.investmentexecutive.com/tools_/webinars/the-case-for-private-markets-understanding-the-strategic-role-of-alternatives-in-diversified-portfolios/ Tue, 04 Nov 2025 15:30:56 +0000 https://www.investmentexecutive.com/?p=524075 Learn how private markets can enhance diversification, manage risk, and unlock new sources of return in today’s evolving investment landscape.

The post The Case for Private Markets: The Strategic Role of Alternatives in Today’s Portfolios appeared first on Investment Executive.

]]>
Sun Life expands further into Canadian wealth management https://www.investmentexecutive.com/brand-knowledge_/sun-life/sun-life-expands-further-into-canadian-wealth-management/ Mon, 03 Nov 2025 14:00:41 +0000 https://www.investmentexecutive.com/?p=523354 Now able to serve clients with a broad range of investments through its new investment dealer, Sun Life Canada Securities Inc.

The post Sun Life expands further into Canadian wealth management appeared first on Investment Executive.

]]>
What role can CLO ETFs play in client portfolios? https://www.investmentexecutive.com/brand-knowledge_/rbc-ishares/what-role-can-clo-etfs-play-in-client-portfolios/ Mon, 03 Nov 2025 13:00:34 +0000 https://www.investmentexecutive.com/?p=523764 Find out why these solutions are gaining traction with investors, offering a timely complement to traditional fixed income.

The post What role can CLO ETFs play in client portfolios? appeared first on Investment Executive.

]]>
test https://www.investmentexecutive.com/brand-knowledge_/carte-wealth-management-inc/test-2/ Tue, 21 Oct 2025 17:02:45 +0000 https://www.investmentexecutive.com/?p=523151 The post test appeared first on Investment Executive.

]]>
The big data advantage https://www.investmentexecutive.com/brand-knowledge_/national-bank-investments/the-big-data-advantage/ Mon, 20 Oct 2025 12:00:46 +0000 https://www.investmentexecutive.com/?p=522633 Three key features why quantitative investing matters

The post The big data advantage appeared first on Investment Executive.

]]>
How to use mortgage investments as a strategic fixed income alternative https://www.investmentexecutive.com/brand-knowledge_/cmi-financial-group/how-to-use-mortgage-investments-as-a-strategic-fixed-income-alternative/ Mon, 06 Oct 2025 12:00:27 +0000 https://www.investmentexecutive.com/?p=520483 The right vehicles can offer investors diversification, stable income, capital preservation, inflation protection, and attractive risk-adjusted returns.

The post How to use mortgage investments as a strategic fixed income alternative appeared first on Investment Executive.

]]>
Top 10 Lessons on the value of Financial Advisors https://www.investmentexecutive.com/brand-knowledge_/russell-investments/top-10-lessons-on-the-value-of-financial-advisors/ Mon, 29 Sep 2025 12:00:35 +0000 https://www.investmentexecutive.com/?p=520918 Based on a decade of analysis, these 10 lessons show how advisors consistently deliver value through smart planning, emotional guidance, and professional expertise.

The post Top 10 Lessons on the value of Financial Advisors appeared first on Investment Executive.

]]>
How can advisors use liquid alts to strengthen client portfolios? https://www.investmentexecutive.com/brand-knowledge_/rpia/how-can-advisors-use-liquid-alts-to-strengthen-client-portfolios/ Mon, 22 Sep 2025 11:00:23 +0000 https://www.investmentexecutive.com/?p=520212 Exploring how a credit-focused liquid alt strategy can make your portfolio more agile and resilient.

The post How can advisors use liquid alts to strengthen client portfolios? appeared first on Investment Executive.

]]>