advisor – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 09 Dec 2025 18:37:15 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png advisor – Investment Executive https://www.investmentexecutive.com 32 32 Fitch Learning to continue CSI brand, invest in biz https://www.investmentexecutive.com/news/fitch-learning-to-continue-csi-brand-invest-in-biz/ Tue, 09 Dec 2025 18:37:15 +0000 https://www.investmentexecutive.com/?p=527273 CIRO’s proficiency portals on track for Jan. 2 https://www.investmentexecutive.com/news/ciros-proficiency-portals-on-track-for-jan-2/ Fri, 05 Dec 2025 21:51:12 +0000 https://www.investmentexecutive.com/?p=527126 Managing identity-theft risk after CIRO data breach https://www.investmentexecutive.com/news/managing-identity-theft-risk-after-ciro-data-breach/ Thu, 04 Dec 2025 09:00:19 +0000 https://www.investmentexecutive.com/?p=526747 Women value advisors who use plain language, show them respect: CIRO survey https://www.investmentexecutive.com/news/women-value-advisors-who-use-plain-language-show-them-respect-ciro-survey/ Fri, 28 Nov 2025 17:28:46 +0000 https://www.investmentexecutive.com/?p=526540 Advocis’ 2025 board reflects commitment to governance reform https://www.investmentexecutive.com/news/industry-news/advocis-2025-board-reflects-commitment-to-governance-reform/ Wed, 06 Aug 2025 16:17:58 +0000 https://www.investmentexecutive.com/?p=516862 Cost cutting drove surplus for Advocis in 2024 https://www.investmentexecutive.com/news/industry-news/cost-cutting-drove-surplus-for-advocis-in-2024/ Fri, 01 Aug 2025 09:01:00 +0000 https://www.investmentexecutive.com/?p=516554 Advocis launches emerging leaders committee to help grow membership https://www.investmentexecutive.com/news/industry-news/advocis-launches-emerging-leaders-committee-to-help-grow-membership/ Thu, 24 Jul 2025 19:19:58 +0000 https://www.investmentexecutive.com/?p=516018 Majority of clients have concerns about their financial advisor’s succession: study   https://www.investmentexecutive.com/news/majority-of-clients-have-concerns-about-their-financial-advisors-succession-study/ Tue, 08 Jul 2025 20:46:57 +0000 https://www.investmentexecutive.com/?p=514790 We need to stop talking about independence https://www.investmentexecutive.com/newspaper_/we-need-to-stop-talking-about-independence/ Fri, 07 Feb 2025 20:04:00 +0000 https://www.investmentexecutive.com/?p=501706 Breaking up is hard to do, Part 1 https://www.investmentexecutive.com/inside-track_/breaking-up-is-hard-to-do-part-1/ Mon, 11 Nov 2024 21:22:17 +0000 https://www.investmentexecutive.com/?p=496501