Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ Canada's news source for financial professionals Tue, 06 Jan 2026 20:56:24 +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 Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ 32 32 Big Six banks face a rocky 2026: DBRS https://www.investmentexecutive.com/news/big-six-banks-face-a-rocky-2026-dbrs/ Tue, 06 Jan 2026 20:56:24 +0000 https://www.investmentexecutive.com/?p=528792 Operating environment unfavourable as risks, uncertainty, rise

The post Big Six banks face a rocky 2026: DBRS appeared first on Investment Executive.

]]> With CRM3 around the corner, here’s how financial services firms are preparing https://www.investmentexecutive.com/news/with-crm3-around-the-corner-heres-how-financial-services-firms-are-preparing/ Mon, 29 Dec 2025 06:00:33 +0000 https://www.investmentexecutive.com/?p=528422 Total cost reporting will increase fee transparency, put more onus on advisors to demonstrate their value to clients

The post With CRM3 around the corner, here’s how financial services firms are preparing appeared first on Investment Executive.

]]> Tech roundup: Toronto-based wealthtech expands to Montreal, NYC https://www.investmentexecutive.com/news/industry-news/tech-roundup-toronto-based-wealthtech-expands-to-montreal-nyc/ Mon, 22 Dec 2025 13:00:38 +0000 https://www.investmentexecutive.com/?p=526591 Plus, a new TD partnership, and Toronto fintech becomes dark pool partner

The post Tech roundup: Toronto-based wealthtech expands to Montreal, NYC appeared first on Investment Executive.

]]> Wealth management, AI and defence are sectors to watch in 2026 deal flow https://www.investmentexecutive.com/uncategorized/wealth-management-ai-and-defence-are-sectors-to-watch-in-2026-deal-flow/ Wed, 10 Dec 2025 12:00:18 +0000 https://www.investmentexecutive.com/?p=527370 According to PwC, 642 deals worth $138.8 billion were signed in Q3

The post Wealth management, AI and defence are sectors to watch in 2026 deal flow appeared first on Investment Executive.

]]> Big banks well positioned for looming headwinds: Fitch https://www.investmentexecutive.com/news/big-banks-well-positioned-for-looming-headwinds-fitch/ Mon, 08 Dec 2025 21:35:32 +0000 https://www.investmentexecutive.com/?p=527246 Strong 2025 has banks poised to face trade, economic challenges

The post Big banks well positioned for looming headwinds: Fitch appeared first on Investment Executive.

]]> 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

The post Outlook for securities sector is neutral: Fitch appeared first on Investment Executive.

]]> 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

The post Outlook for U.S. bank sector brighter: Moody’s appeared first on Investment Executive.

]]> 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

The post Advisor loyalty grew for most wealth firms and banks appeared first on Investment Executive.

]]> 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

The post A growth year for the average advisor appeared first on Investment Executive.

]]> 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

The post Advisors’ Report Card summary video appeared first on Investment Executive.

]]>