Newspaper | Investment Executive https://www.investmentexecutive.com/newspaper_/ Canada's news source for financial professionals Wed, 26 Nov 2025 20:19:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Newspaper | Investment Executive https://www.investmentexecutive.com/newspaper_/ 32 32 Advisor loyalty grew for most wealth firms and banks https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisor-loyalty-grew-for-most-wealth-firms-and-banks/ Thu, 13 Nov 2025 19:16:08 +0000 https://www.investmentexecutive.com/?p=525202 A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card

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]]> How we did it: Advisors’ Report Card 2025 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2025/ Thu, 13 Nov 2025 19:15:12 +0000 https://www.investmentexecutive.com/?p=524897 Methodology for our annual Report Card series research

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]]> The evolution of succession planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/the-evolution-of-succession-planning/ Thu, 13 Nov 2025 19:14:56 +0000 https://www.investmentexecutive.com/?p=525020 Advisors, firms have gotten better at planning exits over the past decade

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]]> How software vendors roll out tech tools https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-software-vendors-roll-out-tech-tools/ Thu, 13 Nov 2025 19:13:58 +0000 https://www.investmentexecutive.com/?p=525035 From planning to support, listening and learning are part of the formula for advisor buy-in

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]]> A growth year for the average advisor https://www.investmentexecutive.com/newspaper_/advisors-report-card/a-growth-year-for-the-average-advisor/ Thu, 13 Nov 2025 19:12:40 +0000 https://www.investmentexecutive.com/?p=524889 Advisors across the industry were gaining ground coming into 2025

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]]> Advisors’ Report Card summary video https://www.investmentexecutive.com/newspaper_/advisors-report-card-summary-video/ Thu, 13 Nov 2025 19:11:37 +0000 https://www.investmentexecutive.com/?p=525190 A video presentation of the 2025 Report Card series themes

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]]> Wealth firms can do better on tech, advanced planning https://www.investmentexecutive.com/newspaper_/advisors-report-card/wealth-firms-can-do-better-on-tech-advanced-planning/ Thu, 13 Nov 2025 19:11:19 +0000 https://www.investmentexecutive.com/?p=524876 Advisors surveyed for 2025 also singled out compensation as an area requiring improvement

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]]> Advisors’ Report Card 2025 main table https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2025-main-table/ Thu, 13 Nov 2025 19:10:13 +0000 https://www.investmentexecutive.com/?p=525244 How advisors and planners in the Report Card series rated their industry channels collectively

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]]> Barry McInerney’s reset https://www.investmentexecutive.com/newspaper_/news-newspaper/barry-mcinerneys-reset/ Tue, 11 Nov 2025 17:16:49 +0000 https://www.investmentexecutive.com/?p=524728 The former financial services CEO left his mark — and he’s not done yet

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]]> Advisor chargebacks are bad for the industry https://www.investmentexecutive.com/newspaper_/comment-insight/advisor-chargebacks-are-bad-for-the-industry/ Tue, 11 Nov 2025 17:14:35 +0000 https://www.investmentexecutive.com/?p=524732 The CSA is considering a ban on the practice

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