Client education | Investment Executive https://www.investmentexecutive.com/tag/client-education/ Canada's news source for financial professionals Thu, 31 Jul 2025 21:27:54 +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 Client education | Investment Executive https://www.investmentexecutive.com/tag/client-education/ 32 32 Digital design matters, FCA finds https://www.investmentexecutive.com/news/from-the-regulators/digital-design-matters-fca-finds/ Fri, 01 Aug 2025 10:00:00 +0000 https://www.investmentexecutive.com/?p=516570 Regulator's research details how online design can hurt, and help, investors

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]]> Does Tiff Macklem need a TikTok? https://www.investmentexecutive.com/news/from-the-regulators/does-tiff-macklem-need-a-tiktok/ Mon, 16 Jun 2025 20:27:31 +0000 https://www.investmentexecutive.com/?p=512740 Household expectations are outstripping inflation, highlighting a growing communications challenge for central banks

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]]> How advisors can stand out in a crowd online https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/how-advisors-can-stand-out-in-a-crowd-online/ Fri, 07 Feb 2025 20:06:00 +0000 https://www.investmentexecutive.com/?p=501704 Be honest, transparent, consistent, advisors say

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]]> Letter: A case for rethinking investor education https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-a-case-for-rethinking-investor-education/ Mon, 18 Nov 2024 16:28:27 +0000 https://www.investmentexecutive.com/?p=496887 Behavioural design is no silver bullet, writes Harvey Naglie

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]]> Retail investors vulnerable to greenwashing: OSC https://www.investmentexecutive.com/news/from-the-regulators/retail-investors-vulnerable-to-greenwashing-osc/ Wed, 30 Oct 2024 19:51:11 +0000 https://www.investmentexecutive.com/?p=495760 Experiment finds investors lured by ESG ratings they don't understand

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]]> Metaverse poses challenges to securities industry https://www.investmentexecutive.com/news/from-the-regulators/metaverse-poses-challenges-to-securities-industry/ Thu, 24 Oct 2024 20:08:57 +0000 https://www.investmentexecutive.com/?p=495457 SRO examines industry's foray into virtual worlds

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]]> Retail investors undeterred by crypto turmoil: IOSCO https://www.investmentexecutive.com/news/from-the-regulators/retail-investors-undeterred-by-crypto-turmoil-iosco/ Wed, 09 Oct 2024 19:38:48 +0000 https://www.investmentexecutive.com/?p=494360 Regulators stress need for education as risks persist and investor interest grows

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]]> Venture markets reporting mixed success https://www.investmentexecutive.com/news/research-and-markets/venture-markets-reporting-mixed-success/ Tue, 24 Sep 2024 17:55:34 +0000 https://www.investmentexecutive.com/?p=493339 Emerging markets driving growth in junior stocks, WFE research finds

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]]> Investors open to AI input on financial advice, report finds https://www.investmentexecutive.com/news/from-the-regulators/investors-open-to-ai-input-on-financial-advice-report-finds/ Wed, 11 Sep 2024 17:16:29 +0000 https://www.investmentexecutive.com/?p=492479 OSC finds investors favour human-AI combo, no fear of AI advice

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]]> European regulators remind industry to stop greenwashing https://www.investmentexecutive.com/news/from-the-regulators/european-regulators-remind-industry-to-stop-greenwashing/ Tue, 04 Jun 2024 19:21:30 +0000 https://www.investmentexecutive.com/?p=487068 ESMA promises tougher oversight, calls on industry to avoid misleading claims

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