This article appears in the May 2021 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Camille Côté, Emily Fox, James Gaughan, Surina Nath, Daniel Reale-Chin
Research editors:
Fiona Collie, Katie Keir
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Firms are investing in technology but also must consider advisor training
Many advisors question how effectively their suggestions are acted upon
Advisors worry about hacks to client data, but also about human error
Offering generic or limited practice-building tools can lead to displeased advisors
High-net-worth and incorporated clients look for guidance on complex changes
Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1
Conference Board of Canada report details industry’s economic impact
Bonnie Lysyk, along with Josée Turcotte, will support the regulator in delivering its strategic plan