Client education | Investment Executive https://www.investmentexecutive.com/tag/client-education/ Canada's news source for financial professionals Thu, 05 Mar 2026 15:34:07 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 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 Financially illiterate, or maybe just bored https://www.investmentexecutive.com/news/financially-illiterate-or-maybe-just-bored/ Thu, 05 Mar 2026 15:34:07 +0000 https://www.investmentexecutive.com/?p=533170 Literacy test performance is impacted by question placement, research finds

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]]> IOSCO launches AI-focused hackathon https://www.investmentexecutive.com/news/iosco-launches-ai-focused-hackathon/ Tue, 03 Mar 2026 14:20:25 +0000 https://www.investmentexecutive.com/?p=533005 Contest to seek solutions to help investors deal with risks, opportunities

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]]> How should advisors speak to clients about total cost reporting? https://www.investmentexecutive.com/uncategorized/how-should-advisors-speak-to-clients-about-total-cost-reporting/ Tue, 30 Dec 2025 06:00:50 +0000 https://www.investmentexecutive.com/?p=528520 Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

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]]> 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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