advisor – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Mon, 25 Nov 2024 03:36:59 +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 advisor – Investment Executive https://www.investmentexecutive.com 32 32 Breaking up is hard to do, Part 1 https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-is-hard-to-do-part-1/ Mon, 11 Nov 2024 21:22:17 +0000 https://www.investmentexecutive.com/?p=496501 Risks when partnering with other financial advisors

The post Breaking up is hard to do, Part 1 appeared first on Investment Executive.

]]> Former executive shares ‘the wealthy life’ with clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/former-executive-shares-the-wealthy-life-with-clients/ Mon, 11 Nov 2024 05:10:00 +0000 https://www.investmentexecutive.com/?p=495944 Over a 30-year career, Sybil Verch sees opportunities where others see obstacles

The post Former executive shares ‘the wealthy life’ with clients appeared first on Investment Executive.

]]> NASAA adds best interest standard to model rule https://www.investmentexecutive.com/news/from-the-regulators/nasaa-adds-best-interest-standard-to-model-rule/ Mon, 04 Nov 2024 19:53:45 +0000 https://www.investmentexecutive.com/?p=495966 Group seeks revisions to U.S. state rule that match SEC's Reg BI reforms

The post NASAA adds best interest standard to model rule appeared first on Investment Executive.

]]> The new retirement requires a new approach https://www.investmentexecutive.com/inside-track_/susan-silma/the-new-retirement-requires-a-new-approach/ Wed, 16 Oct 2024 20:09:06 +0000 https://www.investmentexecutive.com/?p=494923 It’s time to think differently about retired clients

The post The new retirement requires a new approach appeared first on Investment Executive.

]]> Younger investors less loyal, less trusting of advisors https://www.investmentexecutive.com/news/industry-news/younger-investors-less-loyal-less-trusting-of-advisors/ Wed, 16 Oct 2024 15:43:36 +0000 https://www.investmentexecutive.com/?p=494871 Survey suggests financial advisors emphasize value, build trust, communicate regularly

The post Younger investors less loyal, less trusting of advisors appeared first on Investment Executive.

]]> Proposal to raise reps’ education gets mixed feedback https://www.investmentexecutive.com/newspaper_/news-newspaper/proposal-to-raise-reps-education-gets-mixed-feedback/ Tue, 15 Oct 2024 04:01:00 +0000 https://www.investmentexecutive.com/?p=494113 Industry support is broader for proposed exam-based model

The post Proposal to raise reps’ education gets mixed feedback appeared first on Investment Executive.

]]> Addressing internal challenges to wealth firms’ growth https://www.investmentexecutive.com/inside-track_/david-reeve/addressing-internal-challenges-to-wealth-firms-growth/ Wed, 02 Oct 2024 19:04:34 +0000 https://www.investmentexecutive.com/?p=493831 Advisor time constraints, attrition are controllable factors

The post Addressing internal challenges to wealth firms’ growth appeared first on Investment Executive.

]]> Digital tools to help build client relationships https://www.investmentexecutive.com/news/industry-news/digital-tools-to-help-build-client-relationships/ Fri, 27 Sep 2024 18:35:27 +0000 https://www.investmentexecutive.com/?p=493545 Get ready to move beyond the PDF

The post Digital tools to help build client relationships appeared first on Investment Executive.

]]> From the farm to finances, portfolio manager cuts a path on her own terms https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/from-the-farm-to-finances-portfolio-manager-cuts-a-path-on-her-own-terms/ Fri, 13 Sep 2024 04:08:00 +0000 https://www.investmentexecutive.com/?p=492355 For a young Penny Stayropoulos, financial planning was a beacon amid crisis

The post From the farm to finances, portfolio manager cuts a path on her own terms appeared first on Investment Executive.

]]> ‘Stable’ financial state has been achieved, Advocis says https://www.investmentexecutive.com/news/industry-news/stable-financial-state-has-been-achieved-advocis-says/ Thu, 27 Jun 2024 21:09:43 +0000 https://www.investmentexecutive.com/?p=488502 With cash flow stabilized, the national association for financial advisors is planning for recovery

The post ‘Stable’ financial state has been achieved, Advocis says appeared first on Investment Executive.

]]>