Uncategorized | Investment Executive https://www.investmentexecutive.com/uncategorized/ Canada's news source for financial professionals Wed, 31 Dec 2025 16:43:11 +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 Uncategorized | Investment Executive https://www.investmentexecutive.com/uncategorized/ 32 32 Deals: Sandpiper reduces stake in Extendicare https://www.investmentexecutive.com/uncategorized/deals-sandpiper-reduces-stake-in-extendicare/ Wed, 31 Dec 2025 06:45:56 +0000 https://www.investmentexecutive.com/?p=528468 Plus, Teck and Anglo receive regulatory approval and MNP expands in Quebec

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]]> 2025 — another banner year for private wealth https://www.investmentexecutive.com/uncategorized/2025-another-banner-year-for-private-wealth/ Wed, 31 Dec 2025 06:36:58 +0000 https://www.investmentexecutive.com/?p=528555 Private wealth firms continued their winning ways this year, bettering retail and institutional managers

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]]> Client review meetings are advisors’ chance to stand out in the age of AI https://www.investmentexecutive.com/uncategorized/client-review-meetings-are-advisors-chance-to-stand-out-in-the-age-of-ai/ Wed, 31 Dec 2025 06:03:29 +0000 https://www.investmentexecutive.com/?p=528553 Centre the client experience, rather than investments, senior advisors recommend

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]]> Move cautiously with online advice https://www.investmentexecutive.com/uncategorized/move-cautiously-with-online-advice/ Tue, 30 Dec 2025 06:08:29 +0000 https://www.investmentexecutive.com/?p=528521 CIRO should publish a consumer-protection agenda detailing potential harms, necessary guardrails and outcome metrics

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]]> How should advisors speak to clients about total cost reporting? https://www.investmentexecutive.com/uncategorized/how-should-advisors-speak-to-clients-about-total-cost-reporting/ Tue, 30 Dec 2025 06:00:50 +0000 https://www.investmentexecutive.com/?p=528520 Clients will receive enhanced fee disclosures beginning in 2027, as part of CRM3 — advisors should explain the changes in advance

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]]> 2025 — a year to remember https://www.investmentexecutive.com/uncategorized/2025-a-year-to-remember/ Tue, 23 Dec 2025 09:00:38 +0000 https://www.investmentexecutive.com/?p=528288 Despite extraordinary stock market gains, clients were driven to distraction by U.S. President Donald Trump’s trade war

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]]> Opinion: Investor protection is the OSC’s best competitiveness strategy https://www.investmentexecutive.com/uncategorized/opinion-investor-protection-is-the-oscs-best-competitiveness-strategy/ Tue, 23 Dec 2025 06:02:33 +0000 https://www.investmentexecutive.com/?p=528282 Investor protection enables capital formation

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]]> Global credit looks stable, but for how long: Fitch https://www.investmentexecutive.com/uncategorized/global-credit-looks-stable-but-for-how-long-fitch/ Mon, 22 Dec 2025 13:00:44 +0000 https://www.investmentexecutive.com/?p=528248 Rating agency sees an array of risks lurking under a placid surface

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]]> Whistleblower rewards out of fashion with U.S. regs https://www.investmentexecutive.com/uncategorized/whistleblower-rewards-out-of-fashion-with-u-s-regs/ Mon, 22 Dec 2025 13:00:16 +0000 https://www.investmentexecutive.com/?p=528233 CFTC pays second award of 2025, SEC's payouts out of the spotlight

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]]> CIRO trading increment reforms approved https://www.investmentexecutive.com/uncategorized/ciro-trading-increment-reforms-approved/ Fri, 19 Dec 2025 11:00:39 +0000 https://www.investmentexecutive.com/?p=528162 Changes allow SRO to match SEC on standards for inter-listed stocks

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