Financial literacy – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 06 Dec 2023 14:22:00 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Financial literacy – Investment Executive https://www.investmentexecutive.com 32 32 Your role in financial literacy https://www.investmentexecutive.com/inside-track_/susan-silma/your-role-in-financial-literacy/ Wed, 06 Dec 2023 20:00:30 +0000 https://www.investmentexecutive.com/?p=476674 Ideas for advisors and firms to address the challenge

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]]> Ontario advisor educates the educators https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/ontario-advisor-educates-the-educators/ Mon, 13 Nov 2023 05:01:00 +0000 https://www.investmentexecutive.com/?p=474684 Financial literacy is important to Michail Tsirikos, who specializes in advising teachers and other educational workers

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]]> Fintech advances can intensify investor inequality https://www.investmentexecutive.com/news/research-and-markets/fintech-advances-can-intensify-investor-inequality/ Fri, 21 Apr 2023 18:25:49 +0000 https://www.investmentexecutive.com/?p=464301 Research finds that the benefits of innovation aren't shared equally

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]]> Budget promises reform to banking complaints https://www.investmentexecutive.com/news/from-the-regulators/budget-promises-reform-to-banking-complaints/ Tue, 28 Mar 2023 22:57:14 +0000 https://www.investmentexecutive.com/?p=462946 FCAC charged with selecting single, external complaints body

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]]> AMF head warns of need for better financial literacy https://www.investmentexecutive.com/news/from-the-regulators/amf-head-warns-of-need-for-better-financial-literacy/ Wed, 22 Feb 2023 14:00:08 +0000 https://www.investmentexecutive.com/?p=460735 Outgoing president and CEO Louis Morisset says youth and self-directed investors are particularly vulnerable in an age of misinformation

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]]> Asking clients the right questions to build relationships https://www.investmentexecutive.com/news/research-and-markets/asking-clients-the-right-questions-to-build-relationships/ Wed, 23 Nov 2022 19:08:34 +0000 https://www.investmentexecutive.com/?p=456147 Advisors' questions can influence how much clients share and how comfortable they are

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]]> Curb client confusion about financial planning https://www.investmentexecutive.com/news/industry-news/curb-client-confusion-about-financial-planning/ Wed, 26 Oct 2022 17:37:22 +0000 https://www.investmentexecutive.com/?p=454314 An investment plan does not equal a financial plan

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]]> DIY investors the most financially literate, finds OSC study https://www.investmentexecutive.com/news/from-the-regulators/diy-investors-the-most-financially-literate-finds-osc-study/ Wed, 07 Sep 2022 17:17:32 +0000 https://www.investmentexecutive.com/?p=450834 Three in 10 investors were overconfident about their investment knowledge, but women and investors with advisors tended to be underconfident

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]]> Bitcoin owners young, male and wealthy: BoC https://www.investmentexecutive.com/news/research-and-markets/bitcoin-owners-young-male-and-wealthy-boc/ Tue, 19 Apr 2022 18:20:08 +0000 https://www.investmentexecutive.com/?p=442978 The bank's research found that half of Bitcoin owners suffer from volatility, hacks and scams

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]]> OSC provides funds to Prosper Canada https://www.investmentexecutive.com/news/industry-news/osc-provides-funds-to-prosper-canada/ Wed, 24 Nov 2021 21:15:22 +0000 https://www.investmentexecutive.com/?p=434604 The national charity will receive a total of $2.7 million over three years

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