Brand Knowledge Archives - Investment Executive

Focal

Focal AI now auto-fills financial planning software, CRMs & PDFs

How Canadian financial planners should evaluate AI—before the gap widens

Man around a work desk working on this computer

Smarter digital tools for stronger advisor performance

Stylized coins with a dollar symbol and a mock-up of a wooden house stand on a swing on a dark background.

Your clients want income. You want confidence.

Ninepoint Partners

Graphic featuring in large text “DIG DEEPER”, with design elements of trees and a maple leaf

Dig deeper into Canada’s portfolio superpower.

Two clients. Two goals. One fund.

WaveFront

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Beyond Bull and Bear: How one CIO uses Alternatives to build crisis-ready portfolios

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Scotia Wealth Management links culture and capital as part of total wealth planning

Financial advisor meeting with a client at a modern office table. Advisor holds a pen and reviews a printed financial report with charts and graphs, while the client listens with clasped hands. An open laptop is on the table, sunlight streaming through large windows.

Sun Life expands further into Canadian wealth management

RBC iShares

Bird’s eye view of several businesspeople walking on pavement, image in black and white

What role can CLO ETFs play in client portfolios?

How can target maturity bond ETFs help advisors manage interest rate risk?

National Bank Investments

Businesswoman touching glass wall with data in office

The big data advantage

CMI Financial Group

A close-up image showing several miniature houses resting on stacks of gold coins, symbolizing real estate investment, property value, or financial growth.

How to use mortgage investments as a strategic fixed income alternative

Beyond Bonds: Unlocking the Income Potential of Private Mortgage Investments

Russell Investments

Man sitting cross legged with a laptop on his lap, speaking to a woman

Top 10 Lessons on the value of Financial Advisors

What is the value of an advisor? It’s more than your fee.

RPIA

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How can advisors use liquid alts to strengthen client portfolios?