Wealth management | Investment Executive https://www.investmentexecutive.com/tag/wealth-management/ Canada's news source for financial professionals Wed, 29 Apr 2026 21:08:00 +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 Corient plans expansion into Canada https://www.investmentexecutive.com/news/corient-plans-expansion-into-canada/ Wed, 29 Apr 2026 17:50:59 +0000 https://www.investmentexecutive.com/?p=537558 U.S. subsidiary of CI Financial seeks to plug "gap" in Canadian ultra-high-net-worth market

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]]> Industry moves: Morgan Stanley Wealth Management Canada adds veteran advisor https://www.investmentexecutive.com/news/industry-moves-morgan-stanley-wealth-management-canada-adds-veteran-advisor/ Mon, 30 Mar 2026 16:00:13 +0000 https://www.investmentexecutive.com/?p=535154 Plus, EQB gains talent, Fiera CEO on medical leave, and a leadership transition at Hazelview

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]]> Retail advice most at risk to AI threat: Fitch https://www.investmentexecutive.com/news/retail-advice-most-at-risk-to-ai-threat-fitch/ Mon, 23 Mar 2026 19:47:01 +0000 https://www.investmentexecutive.com/?p=534552 Business model in peril, if investors start to trust AI agents

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]]> Industry moves: National Bank scores BMO Nesbitt Burns team https://www.investmentexecutive.com/news/industry-moves-national-bank-scores-bmo-nesbitt-burns-team/ Fri, 20 Mar 2026 19:06:39 +0000 https://www.investmentexecutive.com/?p=534413 Plus, Wellington-Altus adds talent, OSFI's Gully headed for Basel Committee and more

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]]> RBC’s new head of AI eyes opportunities across business segments https://www.investmentexecutive.com/news/industry-news/rbcs-new-head-of-ai-eyes-opportunities-across-business-segments/ Fri, 20 Mar 2026 09:21:56 +0000 https://www.investmentexecutive.com/?p=534300 Proprietary data, keeping humans and regulators in the loop key to strategy

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]]> Power Corp. reports $408M in net earnings https://www.investmentexecutive.com/news/power-corp-reports-408m-in-net-earnings/ Thu, 19 Mar 2026 13:18:02 +0000 https://www.investmentexecutive.com/?p=534254 Earnings were down year over year from $933M

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]]> What Big Six wealth execs made in 2025 https://www.investmentexecutive.com/news/what-big-six-wealth-execs-made-in-2025/ Wed, 18 Mar 2026 15:27:12 +0000 https://www.investmentexecutive.com/?p=534133 Total compensation ranged from $4 million to $12.3 million

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]]> Deals: Bloomridge buys RMB Wealth Management https://www.investmentexecutive.com/news/industry-news/deals-bloomridge-buys-rmb-wealth-management/ Fri, 13 Mar 2026 09:28:09 +0000 https://www.investmentexecutive.com/?p=533687 Plus, RBC buys mortgage fintech, Fiera funds solar energy firm and EQB-PC Financial merger gets key thumbs up

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]]> Julie Gallagher named new Richardson Wealth CEO https://www.investmentexecutive.com/news/julie-gallagher-named-new-richardson-wealth-ceo/ Tue, 10 Mar 2026 15:27:13 +0000 https://www.investmentexecutive.com/?p=533504 Gallagher will oversee Richardson rebrand under iA Financial

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]]> Industry moves: PWL Capital gains advisor team https://www.investmentexecutive.com/news/industry-moves-pwl-capital-gains-advisor-team/ Mon, 09 Mar 2026 20:27:30 +0000 https://www.investmentexecutive.com/?p=533468 Plus, appointments at Harbourfront, Richardson, Manulife Investments and more

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