management | Investment Executive https://www.investmentexecutive.com/tag/management/ Canada's news source for financial professionals Fri, 31 Oct 2025 18:19:55 +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 management | Investment Executive https://www.investmentexecutive.com/tag/management/ 32 32 Industry consolidation poses risks to investors: FCA https://www.investmentexecutive.com/news/industry-consolidation-poses-risks-to-investors-fca/ Fri, 31 Oct 2025 18:19:55 +0000 https://www.investmentexecutive.com/?p=524228 Review highlights importance of managing integration, debt structures

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]]> Budget seeks to expand financials’ diversity disclosure, virtual meetings https://www.investmentexecutive.com/news/from-the-regulators/budget-seeks-to-expand-financials-diversity-disclosure-virtual-meetings/ Wed, 29 Mar 2023 00:26:37 +0000 https://www.investmentexecutive.com/?p=462956 Government aims to improve transparency at federally regulated financial institutions

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]]> BMO names Darryl White as new CEO https://www.investmentexecutive.com/news/industry-news/bmo-names-darryl-white-as-new-ceo/ Fri, 07 Apr 2017 12:45:00 +0000 https://www.investmentexecutive.com/uncategorized/bmo-names-darryl-white-as-new-ceo/ White, the bank’s current COO, will replace outgoing CEO Bill Downe, who’s retiring, at the end of the current fiscal year

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]]> Showing wealthy clients the value of a financial plan https://www.investmentexecutive.com/building-your-business/practice-management/showing-wealthy-clients-the-value-of-a-financial-plan/ Mon, 10 Oct 2011 10:00:00 +0000 https://www.investmentexecutive.com/uncategorized/showing-wealthy-clients-the-value-of-a-financial-plan/ The post Showing wealthy clients the value of a financial plan appeared first on Investment Executive.

]]> Hallett: Steps to analyze complex products for clients https://www.investmentexecutive.com/news/products/hallett-steps-to-analyze-complex-products-for-clients/ Wed, 20 Jul 2011 14:15:00 +0000 https://www.investmentexecutive.com/uncategorized/hallett-steps-to-analyze-complex-products-for-clients/ The post Hallett: Steps to analyze complex products for clients appeared first on Investment Executive.

]]> Hartman: Strategy for buying and selling a practice https://www.investmentexecutive.com/in-depth_/special-reports/hartman-strategy-for-buying-and-selling-a-practice/ Mon, 11 Jul 2011 11:00:00 +0000 https://www.investmentexecutive.com/uncategorized/hartman-strategy-for-buying-and-selling-a-practice/ The post Hartman: Strategy for buying and selling a practice appeared first on Investment Executive.

]]> Advisor details partnership with a mortgage broker https://www.investmentexecutive.com/news/industry-news/advisor-details-partnership-with-a-mortgage-broker/ Thu, 07 Jul 2011 11:07:00 +0000 https://www.investmentexecutive.com/uncategorized/advisor-details-partnership-with-a-mortgage-broker/ The post Advisor details partnership with a mortgage broker appeared first on Investment Executive.

]]> Golombek: Swap transaction restrictions in effect July 1 https://www.investmentexecutive.com/news/from-the-regulators/golombek-swap-transaction-restrictions-in-effect-july-1/ Tue, 28 Jun 2011 23:52:00 +0000 https://www.investmentexecutive.com/uncategorized/golombek-swap-transaction-restrictions-in-effect-july-1/ The post Golombek: Swap transaction restrictions in effect July 1 appeared first on Investment Executive.

]]> Value fund manager: “Investors should be looking to the U.S.” https://www.investmentexecutive.com/news/products/value-fund-manager-investors-should-be-looking-to-the-u-s/ Tue, 21 Jun 2011 11:03:00 +0000 https://www.investmentexecutive.com/uncategorized/value-fund-manager-investors-should-be-looking-to-the-u-s/ The post Value fund manager: “Investors should be looking to the U.S.” appeared first on Investment Executive.

]]> Strategist: Talking to clients about Greek debt https://www.investmentexecutive.com/news/research-and-markets/strategist-talking-to-clients-about-greek-debt/ Fri, 17 Jun 2011 17:22:00 +0000 https://www.investmentexecutive.com/uncategorized/strategist-talking-to-clients-about-greek-debt/ The post Strategist: Talking to clients about Greek debt appeared first on Investment Executive.

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