Wealth management – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 26 Apr 2024 18:42:47 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wealth management – Investment Executive https://www.investmentexecutive.com 32 32 Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-62/ Fri, 26 Apr 2024 18:41:00 +0000 https://www.investmentexecutive.com/?p=484745 A mix of retirements and board appointments

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]]> Wall Street banks see brighter capital markets https://www.investmentexecutive.com/news/research-and-markets/wall-street-banks-see-brighter-capital-markets/ Mon, 22 Apr 2024 20:35:41 +0000 https://www.investmentexecutive.com/?p=484506 A rebound in investment banking represents a ray of hope for sector

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]]> Tech roundup: U.S. software firm releases retirement planning tools https://www.investmentexecutive.com/news/industry-news/tech-roundup-u-s-software-firm-releases-retirement-planning-tools/ Wed, 17 Apr 2024 18:18:24 +0000 https://www.investmentexecutive.com/?p=484192 Also, Webull launches desktop platform

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-61/ Mon, 15 Apr 2024 17:17:28 +0000 https://www.investmentexecutive.com/?p=483729 Notable news comes from banking, and a new leader joins Sterling Mutuals

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]]> Wall Street firms poised for strong Q1 https://www.investmentexecutive.com/news/research-and-markets/wall-street-firms-poised-for-strong-q1/ Thu, 11 Apr 2024 19:02:56 +0000 https://www.investmentexecutive.com/?p=483578 Robust investment banking revenues to drive improved earnings

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-60/ Wed, 10 Apr 2024 11:01:22 +0000 https://www.investmentexecutive.com/?p=483403 A mix of retirements and firm expansions, alongside RBC's termination notice

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]]> IAPW expects smooth transition for Laurentian advisors https://www.investmentexecutive.com/news/industry-news/iapw-expects-smooth-transition-for-laurentian-advisors/ Fri, 05 Apr 2024 21:31:27 +0000 https://www.investmentexecutive.com/?p=483293 Two firms use same vendors, and iA has experience recruiting corporate advisors

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-59/ Mon, 25 Mar 2024 19:25:20 +0000 https://www.investmentexecutive.com/?p=482686 A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod

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]]> Industry moves this week https://www.investmentexecutive.com/news/people/industry-moves-this-week-58/ Mon, 18 Mar 2024 18:00:30 +0000 https://www.investmentexecutive.com/?p=482206 A variety of moves occurred across several industry areas

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]]> Raymond James foresees hitting $100B in a few years https://www.investmentexecutive.com/news/industry-news/raymond-james-foresees-hitting-100b-in-a-few-years/ Mon, 18 Mar 2024 17:06:27 +0000 https://www.investmentexecutive.com/?p=482130 The firm also hopes to reach 25% women advisors by 2025

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