Insight – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 11 Dec 2024 15:42:59 +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 Insight – Investment Executive https://www.investmentexecutive.com 32 32 What investors can expect in 2025 https://www.investmentexecutive.com/insight/columns/what-investors-can-expect-in-2025/ Wed, 11 Dec 2024 15:00:22 +0000 https://www.investmentexecutive.com/?p=498206 Uncertain policy backdrop, divergence among central banks and risk of re-emerging inflation are forecast to shape the investing landscape

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]]> Letter: A déjà vu moment for bank sales practices https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-a-deja-vu-moment-for-bank-sales-practices/ Thu, 05 Dec 2024 22:21:49 +0000 https://www.investmentexecutive.com/?p=498032 New review must be approached with urgency, transparency and a commitment to meaningful action, writes Harvey Naglie

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]]> Letter: OSC’s proposed disgorgement provisions are unfair and inadequate https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-oscs-proposed-disgorgement-provisions-are-unfair-and-inadequate/ Tue, 03 Dec 2024 18:15:42 +0000 https://www.investmentexecutive.com/?p=497805 A better solution is to start a compensation fund, writes lawyer Joseph Groia 

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]]> Help your client sell their beneficial interest in an estate https://www.investmentexecutive.com/insight/columns/help-your-client-sell-their-beneficial-interest-in-an-estate/ Mon, 18 Nov 2024 21:00:03 +0000 https://www.investmentexecutive.com/?p=496892 Here’s your helpful guide to advising clients on a complex estate sales process

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]]> Letter: A case for rethinking investor education https://www.investmentexecutive.com/insight/letters-to-the-editor/letter-a-case-for-rethinking-investor-education/ Mon, 18 Nov 2024 16:28:27 +0000 https://www.investmentexecutive.com/?p=496887 Behavioural design is no silver bullet, writes Harvey Naglie

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]]> It’s time to re-evaluate U.S. equities allocation https://www.investmentexecutive.com/insight/columns/its-time-to-re-evaluate-u-s-equities-allocation/ Wed, 13 Nov 2024 21:00:47 +0000 https://www.investmentexecutive.com/?p=496614 High valuations and market concentration are headwinds for future returns

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]]> Enhancing portfolio construction with factor investing https://www.investmentexecutive.com/insight/columns/enhancing-portfolio-construction-with-factor-investing/ Mon, 23 Sep 2024 20:00:03 +0000 https://www.investmentexecutive.com/?p=493102 The strategy provides a low-cost method to pursue superior returns over the long run

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]]> In both estate administration and angling, it pays to prepare for the unexpected https://www.investmentexecutive.com/insight/columns/in-both-estate-administration-and-angling-it-pays-to-prepare-for-the-unexpected/ Tue, 20 Aug 2024 20:00:35 +0000 https://www.investmentexecutive.com/?p=491074 Financial advisors can address property challenges, encourage clarity in wills

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]]> Investable themes for 2024’s second half https://www.investmentexecutive.com/insight/columns/investable-themes-for-2024s-second-half/ Wed, 26 Jun 2024 20:00:42 +0000 https://www.investmentexecutive.com/?p=488445 Capitalize on opportunities in bonds, the energy transition and innovation

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]]> Understand these less familiar estate-related tax returns https://www.investmentexecutive.com/insight/columns/understand-these-less-familiar-estate-related-tax-returns/ Wed, 12 Jun 2024 15:44:36 +0000 https://www.investmentexecutive.com/?p=487486 Optional returns may reduce or eliminate your client’s taxes

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