Investment Executive Weekly newsletter

Week of April 18, 2026
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Kevin Press
AI is coming for your wealth management firm
A new report from McKinsey & Company says back-office efficiency will no longer be a differentiator
April 17, 2026

People
Industry moves: New execs join SLI, Focus Wealth, CI Financial and Conquest
Plus, Designed Wealth adds advisor and inaugural taxonomy and transition planning council named
April 10, 2026

Industry News
Lower deduction of investment counsel fees hits trusts with AMT
Many trusts may need to amend 2024, 2025 tax returns
April 10, 2026

Susan Silma
Total cost reporting — are we overreacting or underreacting?
How firms should prepare for the next phase of fee transparency
April 7, 2026

Products
The case for retirement compensation arrangements
When successful business owners maximize their registered plans, RCAs can help plan for future income needs
April 6, 2026


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