financial advisor | Investment Executive https://www.investmentexecutive.com/tag/financial-advisor/ Canada's news source for financial professionals Tue, 06 Jan 2026 20:36:39 +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 advisor | Investment Executive https://www.investmentexecutive.com/tag/financial-advisor/ 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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]]> U.S.-based notetaking AI to use Canadian data centre for advisor data https://www.investmentexecutive.com/news/industry-news/u-s-based-notetaking-ai-to-use-canadian-data-centre-for-advisor-data/ Tue, 23 Dec 2025 13:00:11 +0000 https://www.investmentexecutive.com/?p=527974 Woodgate Financial Inc., Investment Planning Counsel, are among Focal's customers

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]]> Transcript: Tis the season for tax loss harvesting https://www.investmentexecutive.com/soundbites/transcripts/transcript-tis-the-season-for-tax-loss-harvesting/ Tue, 09 Dec 2025 18:01:29 +0000 https://www.investmentexecutive.com/?p=526873 Chris Reynolds of Investment Planning Counsel says year-end buying and selling will create plenty of mispricings

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]]> Advisors pinpoint tech, support for high-net-worth clients as key to growth https://www.investmentexecutive.com/news/advisors-pinpoint-tech-support-for-high-net-worth-clients-as-key-to-growth/ Wed, 19 Nov 2025 17:13:46 +0000 https://www.investmentexecutive.com/?p=525762 IG Wealth survey echoes findings of IE’s Report Card series

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]]> N.B.’s title protection drops enhanced educational requirement for financial advisors https://www.investmentexecutive.com/news/n-b-s-title-protection-drops-enhanced-educational-requirement-for-financial-advisors/ Mon, 27 Oct 2025 20:57:01 +0000 https://www.investmentexecutive.com/?p=523728 Province harmonizes with Ontario on education

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]]> Advocis pushes for greater proficiency for FA title https://www.investmentexecutive.com/news/industry-news/advocis-pushes-for-greater-proficiency-for-fa-title/ Wed, 26 Mar 2025 21:04:35 +0000 https://www.investmentexecutive.com/?p=505556 Competency profile should align more closely with financial planner title, CEO says

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