Investment Executive Weekly newsletter

Week of February 21, 2026
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Kevin Press
Can retail investors influence AI decision-making?
A new report outlines financial, legal and reputational risks associated with AI investments
February 20, 2026

Industry News
Clients’ questions about CIRO data breach fall to advisors, dealers
“We can’t answer the questions that clients are asking,” dealer says
February 17, 2026

From the Regulators
CIRO ready to end dual-dealer model
SRO proposes consolidated rulebook, alongside end to dual registration
February 12, 2026

Harvey Naglie
The OSC’s board refresh raises an important question
The regulator’s four new board members are accomplished professionals, but not one appears to have a primary focus on investor harm
February 17, 2026

Susan Silma
Client experience is a team sport
To win, make sure every member of your team is dedicated to delivering an exceptional experience to all clients
February 18, 2026


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