Partner Reports | Investment Executive https://www.investmentexecutive.com/in-depth_/partner-reports/ Canada's news source for financial professionals Mon, 13 Oct 2025 18:02:02 +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 Partner Reports | Investment Executive https://www.investmentexecutive.com/in-depth_/partner-reports/ 32 32 Where do private apartment funds fit in a modern portfolio? https://www.investmentexecutive.com/in-depth_/where-do-private-apartment-funds-fit-in-a-modern-portfolio/ Tue, 14 Oct 2025 12:00:00 +0000 https://www.investmentexecutive.com/?p=521697 The nature of private apartment funds means they can complement your client’s traditional investment portfolio.

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]]> Advisor Productivity: Solving the Canadian Integration Gap https://www.investmentexecutive.com/in-depth_/partner-reports/advisor-productivity-solving-the-canadian-integration-gap/ Mon, 06 Oct 2025 12:00:00 +0000 https://www.investmentexecutive.com/?p=521493 Boosting advisor productivity in Canada through integration, innovation, and global best practices.

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]]> Building Trust, the Right Way at WFG https://www.investmentexecutive.com/in-depth_/partner-reports/building-trust-and-closing-the-gap-with-new-canadians-the-right-way/ Tue, 04 Feb 2025 13:00:58 +0000 https://www.investmentexecutive.com/?p=501214 Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors with tools and resources to meet their clients’ needs.

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]]> CPPIB spending $690M for minority stake in software firm Regnology https://www.investmentexecutive.com/news/industry-news/cppib-spending-690m-for-minority-stake-in-software-firm-regnology/ Fri, 20 Dec 2024 15:05:18 +0000 https://www.investmentexecutive.com/?p=499023 The firm makes software focused on regulatory reporting solutions for financial institutions

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]]> Reclaiming Control: How Edward Jones Rewards Me for Building My Business, My Way https://www.investmentexecutive.com/in-depth_/partner-reports/reclaiming-control-how-edward-jones-rewards-me-for-building-my-business-my-way/ Mon, 09 Dec 2024 14:00:26 +0000 https://www.investmentexecutive.com/?p=497538 Discover how Edward Jones empowers experienced financial advisors like me with autonomy, support and a compensation model that values our experience.

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]]> Private REITs Offer Stability in Uncertain Political Environments https://www.investmentexecutive.com/in-depth_/partner-reports/private-reits-offer-stability-in-uncertain-political-environments/ Mon, 02 Dec 2024 12:00:27 +0000 https://www.investmentexecutive.com/?p=497515 How private REITs can reduce portfolio volatility in times of public market turbulence.

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]]> Why the Definition of Independence Matters in the Canadian Securities Industry https://www.investmentexecutive.com/in-depth_/partner-reports/why-the-definition-of-independence-matters-in-the-canadian-securities-industry/ Mon, 04 Nov 2024 12:00:22 +0000 https://www.investmentexecutive.com/?p=495772 Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

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]]> Designed Securities’ AI readiness – how progress and quick pivots are leading them forward https://www.investmentexecutive.com/in-depth_/partner-reports/designed-securities-ai-readiness-how-progress-and-quick-pivots-are-leading-them-forward/ Mon, 09 Sep 2024 12:00:33 +0000 https://www.investmentexecutive.com/?p=492165 Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

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]]> How Immigration is Driving Value in Essential Asset Classes https://www.investmentexecutive.com/in-depth_/partner-reports/how-immigration-is-driving-value-in-essential-asset-classes/ Tue, 03 Sep 2024 12:00:58 +0000 https://www.investmentexecutive.com/?p=491654 Skyline Wealth Management explores how Canada’s booming population creates opportunities for essential asset classes.

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]]> Creativity, Innovation, and the Future of Investment Dealers for the next generation of advisors https://www.investmentexecutive.com/in-depth_/partner-reports/creativity-innovation-and-the-future-of-investment-dealers-for-the-next-generation-of-advisors/ Mon, 03 Jun 2024 12:00:54 +0000 https://www.investmentexecutive.com/?p=486676 Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about a new way of competing in the crowded investment dealer market space.

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