advisor – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 02 May 2024 14:13:54 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 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 Young investors more likely to switch advisors: survey https://www.investmentexecutive.com/news/research-and-markets/young-investors-more-likely-to-switch-advisors-survey/ Thu, 02 May 2024 14:13:54 +0000 https://www.investmentexecutive.com/?p=485101 High costs were cited as a top concern among young investors

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]]> Going the distance as a high-net-worth advisor https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/going-the-distance-as-a-high-net-worth-advisor/ Mon, 12 Feb 2024 05:09:00 +0000 https://www.investmentexecutive.com/?p=479829 Glen Rattray has guided clients through many bear markets and crises since joining the investment industry in 1985

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]]> Annual statements: An unparalleled client engagement opportunity https://www.investmentexecutive.com/inside-track_/susan-silma/annual-statements-an-unparalleled-client-engagement-opportunity/ Wed, 07 Feb 2024 20:00:10 +0000 https://www.investmentexecutive.com/?p=480037 It’s time to think differently about client communications and disclosure documents

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]]> What to know when advising Muslim clients https://www.investmentexecutive.com/building-your-business/client-communications/what-to-know-when-advising-muslim-clients/ Thu, 01 Feb 2024 20:36:51 +0000 https://www.investmentexecutive.com/?p=479698 Challenges include product availability, proper portfolio construction

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]]> A perfect storm lies ahead for advisors and dealers https://www.investmentexecutive.com/inside-track_/ellen-bessner/a-perfect-storm-lies-ahead-for-advisors-and-dealers/ Mon, 20 Nov 2023 20:00:22 +0000 https://www.investmentexecutive.com/?p=475621 Mitigate your risk amid potential enforcement delays, CFR audits

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]]> AI has arrived in wealth management https://www.investmentexecutive.com/inside-track_/david-reeve/ai-has-arrived-in-wealth-management/ Wed, 15 Nov 2023 20:00:04 +0000 https://www.investmentexecutive.com/?p=475360 Opportunities and challenges must be weighed

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]]> IGM Financial’s profit flat in Q3 as investment returns weigh on assets https://www.investmentexecutive.com/news/industry-news/igm-financials-profit-flat-in-q3-as-investment-returns-weigh-on-assets/ Thu, 02 Nov 2023 19:34:00 +0000 https://www.investmentexecutive.com/?p=474434 Wealth management's earnings were up, as number of less-experienced advisors dropped

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]]> Financial advice from AI may be educational but not holistic, experts say https://www.investmentexecutive.com/news/industry-news/financial-advice-from-ai-may-be-educational-but-not-holistic-experts-say/ Thu, 26 Oct 2023 19:39:16 +0000 https://www.investmentexecutive.com/?p=474125 Hybrid model may provide better client outcomes

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]]> Clients satisfied with advisors, despite fewer fee and suitability discussions https://www.investmentexecutive.com/news/research-and-markets/clients-satisfied-with-advisors-despite-fewer-fee-and-suitability-discussions/ Thu, 05 Oct 2023 19:37:31 +0000 https://www.investmentexecutive.com/?p=472668 IFIC's annual investor poll found fewer investors are relying on advisors for fund purchases

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]]> Positioning your book for a sale https://www.investmentexecutive.com/news/industry-news/positioning-your-book-for-a-sale/ Thu, 21 Sep 2023 19:48:19 +0000 https://www.investmentexecutive.com/?p=472047 There's more than one approach to advisor succession

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