Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ Canada's news source for financial professionals Wed, 04 Feb 2026 17:10:15 +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 Amid strong earnings, U.S. brokers face consolidation https://www.investmentexecutive.com/news/amid-strong-earnings-u-s-brokers-face-consolidation/ Wed, 04 Feb 2026 17:10:15 +0000 https://www.investmentexecutive.com/?p=531041 Client assets hit record levels, boosting revenue, earnings growth: Fitch

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]]> Industry moves: New faces at Mackenzie Investments, Axis Insurance and 3iQ https://www.investmentexecutive.com/news/industry-moves-new-faces-at-mackenzie-investments-axis-insurance-and-3iq/ Mon, 02 Feb 2026 19:04:07 +0000 https://www.investmentexecutive.com/?p=530850 Plus, a retirement at Fidelity Investments and a shuffle at Northern Trust Canada

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]]> Deals: CPPIB to invest initial US$162M in SC Capital Partners https://www.investmentexecutive.com/news/industry-news/deals-cppib-to-invest-initial-us162m-in-sc-capital-partners/ Wed, 21 Jan 2026 17:06:18 +0000 https://www.investmentexecutive.com/?p=529853 Plus, Kelso & Co. closes Wellington-Altus deal, MNP expands and BGO's student housing buy

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]]> Global financial services M&A rises in 2025, powered by ‘megadeals’ https://www.investmentexecutive.com/news/global-financial-services-ma-rises-in-2025-powered-by-megadeals/ Mon, 19 Jan 2026 16:56:25 +0000 https://www.investmentexecutive.com/?p=529696 Deals valued at $1 billion or more jump 70%: EY analysis

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]]> The scariest prompt is an AI bubble popping https://www.investmentexecutive.com/news/the-scariest-prompt-is-an-ai-bubble-popping/ Thu, 15 Jan 2026 20:20:52 +0000 https://www.investmentexecutive.com/?p=529516 Fallout would hit financials, real economy, governments, along with tech firms

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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]]> 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

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