Brand Knowledge | Investment Executive https://www.investmentexecutive.com/brand-knowledge_/ Canada's news source for financial professionals Wed, 25 Mar 2026 12:48:50 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 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 Focal AI now auto-fills financial planning software, CRMs & PDFs https://www.investmentexecutive.com/brand-knowledge_/focal/focal-ai-now-auto-fills-financial-planning-software-crms-pdfs/ Tue, 07 Apr 2026 11:00:11 +0000 https://www.investmentexecutive.com/?p=533978 Focal AI announces Client Fact Fill: the ability to overlay and auto-fill 400+ fields via Chrome Extension, across planning tools like Conquest Planning, PDFs, and Canadian CRMs, eliminating post-meeting data re-entry for Canadian financial advisors.

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]]> What Big Six wealth execs made in 2025 https://www.investmentexecutive.com/news/what-big-six-wealth-execs-made-in-2025/ Wed, 18 Mar 2026 15:27:12 +0000 https://www.investmentexecutive.com/?p=534133 Total compensation ranged from $4 million to $12.3 million

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]]> Smarter digital tools for stronger advisor performance https://www.investmentexecutive.com/brand-knowledge_/croesus/smarter-digital-tools-for-stronger-advisor-performance/ Mon, 16 Mar 2026 11:00:14 +0000 https://www.investmentexecutive.com/?p=533602 How connected systems and data help advisors work more efficiently and deliver a better client experience

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]]> $156B of corporate income taxes paid in 2024 https://www.investmentexecutive.com/news/156b-of-corporate-income-taxes-paid-in-2024/ Fri, 06 Mar 2026 15:31:04 +0000 https://www.investmentexecutive.com/?p=533325 Canadian enterprises recorded a net income before taxes of $620B

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]]> How Canadian financial planners should evaluate AI—before the gap widens https://www.investmentexecutive.com/brand-knowledge_/focal/how-canadian-financial-planners-should-evaluate-ai-before-the-gap-widens/ Mon, 02 Feb 2026 12:00:18 +0000 https://www.investmentexecutive.com/?p=530338 AI is already boosting efficiency for Canadian financial planners. This article outlines how to evaluate tools safely and why waiting to adopt AI could leave firms behind.

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]]> Your clients want income. You want confidence. https://www.investmentexecutive.com/brand-knowledge_/antrim-investments/your-clients-want-income-you-want-confidence/ Mon, 26 Jan 2026 12:00:30 +0000 https://www.investmentexecutive.com/?p=529726 Antrim Balanced Mortgage Fund delivers stable yield, zero NAV volatility, and low correlation to public markets—helping advisors strengthen portfolios when traditional fixed income falls short.

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]]> Dig deeper into Canada’s portfolio superpower. https://www.investmentexecutive.com/brand-knowledge_/ninepoint-partners/dig-deeper-into-canadas-portfolio-superpower/ Mon, 19 Jan 2026 13:00:29 +0000 https://www.investmentexecutive.com/?p=529216 Mining the tax-saving opportunities in flow-through investing.

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]]> Beyond Bull and Bear: How one CIO uses Alternatives to build crisis-ready portfolios https://www.investmentexecutive.com/brand-knowledge_/wavefront/beyond-bull-and-bear-how-one-cio-builds-crisis-ready-portfolios/ Mon, 08 Dec 2025 13:00:07 +0000 https://www.investmentexecutive.com/?p=526565 As markets stretch between fear and euphoria, one of Canada’s longest-standing liquid-alt managers shares how Alternatives add true diversification.

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]]> 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.

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]]> 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.

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