Financial advice | Investment Executive https://www.investmentexecutive.com/tag/financial-advice/ Canada's news source for financial professionals Wed, 27 Aug 2025 18:45:14 +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 Financial advice | Investment Executive https://www.investmentexecutive.com/tag/financial-advice/ 32 32 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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