advisors – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 22 Nov 2024 19:00:36 +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 advisors – Investment Executive https://www.investmentexecutive.com 32 32 Breaking up doesn’t have to be hard to do https://www.investmentexecutive.com/inside-track_/ellen-bessner/breaking-up-doesnt-have-to-be-hard-to-do/ Fri, 22 Nov 2024 21:00:23 +0000 https://www.investmentexecutive.com/?p=497116 Three steps to reduce the risk and pain of advisor partnership breakups

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]]> CIRO taps Fitch Learning for new proficiency model https://www.investmentexecutive.com/news/from-the-regulators/ciro-taps-fitch-learning-for-new-proficiency-model/ Fri, 08 Nov 2024 14:00:36 +0000 https://www.investmentexecutive.com/?p=496316 Firm to help build infrastructure for new exam-based approach to reps' education

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]]> CG Wealth Management hits $40B asset threshold, sets sights on doubling that https://www.investmentexecutive.com/news/industry-news/cg-wealth-management-hits-40b-asset-threshold-sets-sights-on-doubling-that/ Tue, 22 Oct 2024 16:00:23 +0000 https://www.investmentexecutive.com/?p=495213 Big investments in wealth management to continue, Canaccord Genuity Corp. CEO says

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]]> How wealth management firms are attracting advisors https://www.investmentexecutive.com/news/industry-news/how-wealth-management-firms-are-attracting-advisors/ Fri, 11 Oct 2024 19:20:48 +0000 https://www.investmentexecutive.com/?p=494629 Independence, tech, support for succession planning are some of the attractions on offer

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]]> ‘It’s time to look ahead,’ new Advocis CEO says https://www.investmentexecutive.com/news/people/its-time-to-look-ahead-new-advocis-ceo-says/ Mon, 07 Oct 2024 18:43:50 +0000 https://www.investmentexecutive.com/?p=494015 Kelly Gorman brings triple-threat expertise to association’s finances, focus

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]]> Wealthsimple reveals it’s profitable after 10 years in operation https://www.investmentexecutive.com/news/industry-news/wealthsimple-reveals-its-profitable-after-10-years-in-operation/ Wed, 18 Sep 2024 12:44:54 +0000 https://www.investmentexecutive.com/?p=493000 Company aims to rival the big banks, by having more than a trillion dollars in AUA

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]]> Forging ahead in a shifting landscape https://www.investmentexecutive.com/newspaper_/dealers-report-card/forging-ahead-in-a-shifting-landscape/ Fri, 13 Sep 2024 12:57:00 +0000 https://www.investmentexecutive.com/?p=492353 Dealer advisors have managed to improve productivity while struggling with increasing competitive pressures

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]]> Dealers make headway with technology training and support https://www.investmentexecutive.com/newspaper_/dealers-report-card/dealers-make-headway-with-technology-training-and-support/ Fri, 13 Sep 2024 12:56:00 +0000 https://www.investmentexecutive.com/?p=492350 Report Card results suggest firms are generally getting better at providing advisors with digital tools and training

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]]> Advisors want skilled, collaborative branch managers https://www.investmentexecutive.com/newspaper_/dealers-report-card/advisors-want-skilled-collaborative-branch-managers/ Fri, 13 Sep 2024 12:54:00 +0000 https://www.investmentexecutive.com/?p=492359 Responsiveness and trust are key elements of strong working relationships, but not all managers fulfill expectations

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]]> The pros and cons of working in a team https://www.investmentexecutive.com/newspaper_/dealers-report-card/the-pros-and-cons-of-working-in-a-team/ Fri, 13 Sep 2024 12:53:00 +0000 https://www.investmentexecutive.com/?p=492357 Most dealer advisors manage their clients on their own, but some found value in collaborating with peers

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