Uncategorized | Investment Executive https://www.investmentexecutive.com/uncategorized/ Canada's news source for financial professionals Tue, 03 Feb 2026 15:06:57 +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 AI models can forecast, but their choices are flexible https://www.investmentexecutive.com/uncategorized/ai-models-can-forecast-but-their-choices-are-flexible/ Tue, 03 Feb 2026 15:06:57 +0000 https://www.investmentexecutive.com/?p=530869 Fed research uncovers AI models' decision-making tendencies

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]]> Alt managers’ outlook stable, despite risks: Fitch https://www.investmentexecutive.com/uncategorized/alt-managers-outlook-stable-despite-risks-fitch/ Wed, 21 Jan 2026 13:00:55 +0000 https://www.investmentexecutive.com/?p=529865 Investment climate challenging, but M&A rebound to boost deals

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]]> CIRO’s breach is a data-governance failure — not an IT glitch https://www.investmentexecutive.com/uncategorized/ciros-breach-is-a-data-governance-failure-not-an-it-glitch/ Mon, 19 Jan 2026 06:44:23 +0000 https://www.investmentexecutive.com/?p=529625 Why did it take so long to identify affected individuals? And how are data retention decisions made?

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]]> 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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