Financial advice | Investment Executive https://www.investmentexecutive.com/tag/financial-advice/ Canada's news source for financial professionals Mon, 29 Dec 2025 21:17:03 +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 Financial advice | Investment Executive https://www.investmentexecutive.com/tag/financial-advice/ 32 32 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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]]> FCA tackles U.K.’s large advice gap https://www.investmentexecutive.com/news/from-the-regulators/fca-tackles-u-k-s-large-advice-gap/ Thu, 11 Dec 2025 21:51:57 +0000 https://www.investmentexecutive.com/?p=527609 Regulator details plans for "targeted support" framework to launch in 2026

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]]> Advisors risk being kept on the sidelines of the great wealth transfer: survey https://www.investmentexecutive.com/news/research-and-markets/advisors-risk-being-kept-on-the-sidelines-of-the-great-wealth-transfer-survey/ Wed, 27 Aug 2025 18:45:13 +0000 https://www.investmentexecutive.com/?p=518544 Many Canadians skip professional advice on major financial decisions: Leger

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]]> CIRO proposes new guidance for DIY investing https://www.investmentexecutive.com/news/from-the-regulators/ciro-proposes-new-guidance-for-diy-investing/ Tue, 12 Aug 2025 13:00:00 +0000 https://www.investmentexecutive.com/?p=517314 SRO would allow discount brokers to boost communication with investors

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