Investment Executive Weekly newsletter

Week of June 28, 2025
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Columns
Why clients change their mind
Young clients who say they want to retire early are probably wrong
June 27, 2025

Industry News
Raymond James targets advisors, market share with digital transformation
Canadian division of U.S.-based firm partners with FNZ for end-to-end, AI-enabled wealth platform
June 25, 2025

From the Regulators
CSA aims to kill fund chargebacks
Regulators propose banning conflicted sales model before it gains traction
June 26, 2025

From the Regulators
Former TD employee pleads guilty
Ex-banker in Florida admitted to taking bribes to improperly open accounts
June 26, 2025

Research and Markets
The financial advisor role is 'evolving' as Canadians' goals broaden
Clients say they want "peace of mind," even as young investors go DIY
June 24, 2025


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