Report Cards – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 30 Oct 2024 19:32:18 +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 Report Cards – Investment Executive https://www.investmentexecutive.com 32 32 Why the Definition of Independence Matters in the Canadian Securities Industry https://www.investmentexecutive.com/in-depth_/partner-reports/why-the-definition-of-independence-matters-in-the-canadian-securities-industry/ Mon, 04 Nov 2024 12:00:22 +0000 https://www.investmentexecutive.com/?p=495772 Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO explore common language, context and consensus in the Blue Ocean of independence.

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]]> Designed Securities’ AI readiness – how progress and quick pivots are leading them forward https://www.investmentexecutive.com/in-depth_/partner-reports/designed-securities-ai-readiness-how-progress-and-quick-pivots-are-leading-them-forward/ Mon, 09 Sep 2024 12:00:33 +0000 https://www.investmentexecutive.com/?p=492165 Designed Securities Ltd. co-founders Gillian Kunza, CEO and Michael Konopaski, CFO continue their discussion about trailblazing in an industry filled wiqth conflict, opportunity, and dinosaurs.

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]]> Brokerage Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2024-main-chart/ Wed, 05 Jun 2024 13:16:46 +0000 https://www.investmentexecutive.com/?p=486870 How investment advisors rated their firms’ support offerings and tools

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]]> Fitch boosts Canadian coverage https://www.investmentexecutive.com/news/research-and-markets/fitch-boosts-canadian-coverage/ Tue, 27 Nov 2018 15:30:53 +0000 https://cumulus.investmentexecutive.com/?p=359568 Credit rating agency adding five senior analysts to it Toronto office

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]]> Handling passive-investment rules https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/handling-passive-investment-rules/ Fri, 12 Oct 2018 04:15:00 +0000 https://www.investmentexecutive.com/?p=356976 Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients

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]]> Slideshow: How a firm’s ratings impact advisors’ recommendations https://www.investmentexecutive.com/in-depth_/report-cards/slideshow-how-a-firms-ratings-impact-advisors-recommendations/ Wed, 16 May 2018 14:00:21 +0000 https://www.investmentexecutive.com/?p=350310 Although advisors are likely to recommend their firm to another advisor, this changes sometimes based on their perception of their brokerage

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]]> Slideshow: Measuring up each firm’s average advisor https://www.investmentexecutive.com/news/industry-news/slideshow-measuring-up-each-firms-average-advisor/ Wed, 09 May 2018 14:00:43 +0000 https://www.investmentexecutive.com/?p=350036 Although overall AUM and productivity are up, this isn’t the case at all firms in this year’s Brokerage Report Card

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]]> Brokerage Report Card 2018: Editors discuss this year’s results https://www.investmentexecutive.com/in-depth_/report-cards/brokerage-report-card-2018-editors-discuss-this-years-results/ Fri, 27 Apr 2018 14:10:18 +0000 https://www.investmentexecutive.com/?p=349658 Advisors’ businesses are stronger than ever

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]]> Firms struggle to deliver https://www.investmentexecutive.com/newspaper_/brokerage-report-card/firms-struggle-to-deliver/ Fri, 27 Apr 2018 04:23:00 +0000 https://www.investmentexecutive.com/?p=349531 Although advisors reported another all-time high average book of business, they're dealing with much uncertainty due to the major changes their firms and the industry are going through

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]]> Brokerage Report Card 2018 main chart https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-report-card-2018-main-chart/ Fri, 27 Apr 2018 04:22:53 +0000 https://www.investmentexecutive.com/?p=349614 How investment advisors rated their firms

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