News | Investment Executive https://www.investmentexecutive.com/newspaper_/news-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 News | Investment Executive https://www.investmentexecutive.com/newspaper_/news-newspaper/ 32 32 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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Independent dealers tackle CIRO mandate https://www.investmentexecutive.com/newspaper_/news-newspaper/independent-dealers-tackle-ciro-mandate/ Mon, 15 Sep 2025 16:02:00 +0000 https://www.investmentexecutive.com/?p=519506 SRO consolidation helps level the playing field for firms

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Manulife Wealth’s ‘significant transformation’ https://www.investmentexecutive.com/newspaper_/news-newspaper/manulife-wealths-significant-transformation/ Mon, 15 Sep 2025 16:00:00 +0000 https://www.investmentexecutive.com/?p=519513 CEO Richard McIntyre is facing backlash on technology rollouts and new advisor fees

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Bruce Sellery is on a mission https://www.investmentexecutive.com/newspaper_/news-newspaper/bruce-sellery-is-on-a-mission/ Tue, 10 Jun 2025 15:00:00 +0000 https://www.investmentexecutive.com/?p=511330 The long-time financial journalist is re-envisioning Credit Canada

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Addressing ‘technically weak’ tax assessments https://www.investmentexecutive.com/newspaper_/news-newspaper/addressing-technically-weak-tax-assessments/ Sun, 01 Jun 2025 00:01:00 +0000 https://www.investmentexecutive.com/?p=511331 Nearly a decade post-review, objections continue to take a toll

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OSC agenda consultation is underway, and it’s packed https://www.investmentexecutive.com/newspaper_/news-newspaper/osc-agenda-consultation-is-underway-and-its-packed/ Fri, 07 Feb 2025 20:20:00 +0000 https://www.investmentexecutive.com/?p=501705 Junk fees, open banking and more proposed for the regulator’s next fiscal year

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As iA moved early on AI, ‘everybody was at the table’ https://www.investmentexecutive.com/newspaper_/news-newspaper/as-ia-moved-early-on-ai-everybody-was-at-the-table/ Fri, 07 Feb 2025 20:19:00 +0000 https://www.investmentexecutive.com/?p=501702 CTO Simon Roy says the technology will enable a more personal client experience

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Managing capital gains when moving to the U.S. https://www.investmentexecutive.com/newspaper_/news-newspaper/managing-capital-gains-when-moving-to-the-u-s/ Fri, 07 Feb 2025 20:15:00 +0000 https://www.investmentexecutive.com/?p=501693 Leaving Canada means planning for departure tax, transfer of non-registered assets

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Still off-target https://www.investmentexecutive.com/newspaper_/news-newspaper/still-off-target/ Fri, 07 Feb 2025 20:14:00 +0000 https://www.investmentexecutive.com/?p=501701 Target-date funds are a hit in the group retirement business — why not in the ETF market?

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Buying a book of business? What you need to know https://www.investmentexecutive.com/newspaper_/news-newspaper/buying-a-book-of-business-what-you-need-to-know/ Fri, 07 Feb 2025 20:13:00 +0000 https://www.investmentexecutive.com/?p=501692 Buyers must be prepared to compete on price, but fit is also important

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