Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ Canada's news source for financial professionals Fri, 27 Feb 2026 19:18:16 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.1 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 FCA finalizes rules for new advice regime https://www.investmentexecutive.com/news/fca-finalizes-rules-for-new-advice-regime/ Fri, 27 Feb 2026 19:18:16 +0000 https://www.investmentexecutive.com/?p=532855 Targeted support services intended to combat advice gap

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]]> CIBC’s profit jumps, aided by increased focus on wealthier clients, U.S. market https://www.investmentexecutive.com/news/cibcs-profit-jumps-aided-by-increased-focus-on-wealthier-clients-u-s-market/ Thu, 26 Feb 2026 14:19:45 +0000 https://www.investmentexecutive.com/?p=532646 Its Canadian commercial banking, wealth management business earned $647M, up from $591M a year ago

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]]> TD reports $4B Q1 profit, up from $2.8B a year earlier https://www.investmentexecutive.com/news/td-reports-4-04b-q1-profit-up-from-2-79b-a-year-earlier/ Thu, 26 Feb 2026 14:15:04 +0000 https://www.investmentexecutive.com/?p=532641 Its wealth management, insurance business earned $757M, up from $680M last year

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]]> RBC reports $5.8B Q1 profit, up from $5.1B a year earlier https://www.investmentexecutive.com/news/rbc-reports-5-79b-first-quarter-profit-up-from-5-13b-a-year-earlier/ Thu, 26 Feb 2026 14:08:17 +0000 https://www.investmentexecutive.com/?p=532639 Its wealth management business earned $1.3B, up from $980M a year ago

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]]> Maximizer launches French-language CRM https://www.investmentexecutive.com/uncategorized/maximizer-launches-french-language-crm/ Fri, 20 Feb 2026 10:40:03 +0000 https://www.investmentexecutive.com/?p=532193 Bilingual software boosts compliance efforts

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]]> TD Wealth merges two business lines serving HNW clients https://www.investmentexecutive.com/news/td-wealth-merges-two-business-lines-serving-hnw-clients/ Thu, 19 Feb 2026 20:55:55 +0000 https://www.investmentexecutive.com/?p=532111 Advisors will benefit from a consolidated operating model

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]]> IA posts $287M Q4 core earnings https://www.investmentexecutive.com/news/ia-posts-287m-q4-core-earnings/ Wed, 18 Feb 2026 18:22:30 +0000 https://www.investmentexecutive.com/?p=531957 Canadian insurance earnings fell, while wealth management earnings rose

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]]> Nuveen and Schroders merger to create US$2.5-trillion asset manager https://www.investmentexecutive.com/news/nuveen-and-schroders-merger-to-create-us2-5-trillion-asset-manager/ Wed, 18 Feb 2026 18:14:33 +0000 https://www.investmentexecutive.com/?p=531978 Board of U.K.-based Schroder has endorsed the £9.9B offer

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]]> Canaccord posts $616M revenue in Q3 https://www.investmentexecutive.com/news/canaccord-posts-616m-revenue-in-q3/ Tue, 17 Feb 2026 16:28:30 +0000 https://www.investmentexecutive.com/?p=531877 Its global wealth management segment accounted for nearly half of the total

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]]> Sun Life Financial reports $722M Q4 profit https://www.investmentexecutive.com/news/sun-life-financial-reports-722m-q4-profit/ Thu, 12 Feb 2026 14:18:36 +0000 https://www.investmentexecutive.com/?p=531600 The company saw robust earnings, sales in Asia, along with solid wealth sales in Canada: CEO

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