Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ Canada's news source for financial professionals Mon, 24 Nov 2025 19:35:08 +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 Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ 32 32 Outlook for securities sector is neutral: Fitch https://www.investmentexecutive.com/news/outlook-for-securities-sector-is-neutral-fitch/ Mon, 24 Nov 2025 19:35:08 +0000 https://www.investmentexecutive.com/?p=526169 Market environment remains supportive for 2026, but downside risks persist

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]]> Outlook for U.S. bank sector brighter: Moody’s https://www.investmentexecutive.com/news/outlook-for-u-s-bank-sector-brighter-moodys/ Fri, 14 Nov 2025 21:19:58 +0000 https://www.investmentexecutive.com/?p=525537 Stable economic growth seen boosting bank profits, asset quality

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]]> Advisor loyalty grew for most wealth firms and banks https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisor-loyalty-grew-for-most-wealth-firms-and-banks/ Thu, 13 Nov 2025 19:16:08 +0000 https://www.investmentexecutive.com/?p=525202 A breakdown of the Net Promoter Score results within 2025’s Advisors’ Report Card

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]]> A growth year for the average advisor https://www.investmentexecutive.com/newspaper_/advisors-report-card/a-growth-year-for-the-average-advisor/ Thu, 13 Nov 2025 19:12:40 +0000 https://www.investmentexecutive.com/?p=524889 Advisors across the industry were gaining ground coming into 2025

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]]> Advisors’ Report Card summary video https://www.investmentexecutive.com/newspaper_/advisors-report-card-summary-video/ Thu, 13 Nov 2025 19:11:37 +0000 https://www.investmentexecutive.com/?p=525190 A video presentation of the 2025 Report Card series themes

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]]> Advisors’ Report Card 2025 main table https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2025-main-table/ Thu, 13 Nov 2025 19:10:13 +0000 https://www.investmentexecutive.com/?p=525244 How advisors and planners in the Report Card series rated their industry channels collectively

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]]> IGM posts $298.1 million in net earnings for Q3 https://www.investmentexecutive.com/news/industry-news/igm-posts-298-1-million-in-net-earnings-for-q3/ Fri, 07 Nov 2025 20:02:24 +0000 https://www.investmentexecutive.com/?p=524884 Assets under management and advisement rise to $302.6 billion

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]]> PWL Capital acquires N.S.-based independent advisory firm https://www.investmentexecutive.com/news/industry-news/pwl-capital-acquires-n-s-based-independent-advisory-firm/ Mon, 03 Nov 2025 15:50:51 +0000 https://www.investmentexecutive.com/?p=524325 It’s the firm’s second acquisition in a matter of months

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]]> 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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]]> IA Financial’s acquisition of RF Capital to close this week https://www.investmentexecutive.com/news/ia-financials-acquisition-of-rf-capital-to-close-this-week/ Tue, 28 Oct 2025 16:23:22 +0000 https://www.investmentexecutive.com/?p=523809 $597-million transaction has been approved by regulators

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