AUM – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 13 Nov 2024 16:01:36 +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 AUM – Investment Executive https://www.investmentexecutive.com 32 32 How advisors’ books are evolving across Canada’s financial advice industry https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-advisors-books-are-evolving-across-canadas-financial-advice-industry/ Fri, 15 Nov 2024 14:32:00 +0000 https://www.investmentexecutive.com/?p=495952 While AUM and client household numbers varied across the three channels, there was slight average asset growth

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]]> Brokerage advisors thrive in a shifting economy https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-advisors-thrive-in-a-shifting-economy/ Wed, 05 Jun 2024 13:15:00 +0000 https://www.investmentexecutive.com/?p=486904 Average AUM rose slightly while assets per household grew by 6%

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]]> Book growth fails to boost bottom line https://www.investmentexecutive.com/newspaper_/advisors-report-card/book-growth-fails-to-boost-bottom-line/ Mon, 16 Oct 2023 04:23:00 +0000 https://www.investmentexecutive.com/?p=472816 Increases in AUM and client rosters were uneven across the brokerage, dealer and retail bank channels

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]]> Average advisor getting younger as assets shrink https://www.investmentexecutive.com/newspaper_/report-card-on-banks/average-advisor-getting-younger-as-assets-shrink/ Mon, 18 Sep 2023 04:03:00 +0000 https://www.investmentexecutive.com/?p=471293 Amid uncertain economic conditions, allocations are shifting away from equity funds and into fixed-income products

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]]> Advisors expect annual asset growth of 10% over 3 years https://www.investmentexecutive.com/news/industry-news/advisors-expect-annual-asset-growth-of-10-over-3-years/ Thu, 30 Jun 2022 16:17:58 +0000 https://www.investmentexecutive.com/?p=447276 Meeting that goal may require new strategies and business models, Natixis survey suggests

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]]> Brokerage books gain significant value https://www.investmentexecutive.com/newspaper_/brokerage-report-card/brokerage-books-gain-significant-value/ Mon, 16 May 2022 04:13:00 +0000 https://www.investmentexecutive.com/?p=444154 Growth was due to flows in financial assets and rising markets rather than expanding client bases

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]]> Sustainable AUM doubled in Canada in 2021 https://www.investmentexecutive.com/newspaper_/news-newspaper/sustainable-aum-doubled-in-canada-in-2021/ Tue, 19 Apr 2022 04:06:00 +0000 https://www.investmentexecutive.com/?p=442479 Investors now have access to more than 200 ESG funds

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]]> Investment industry profits soar https://www.investmentexecutive.com/newspaper_/news-newspaper/investment-industry-profits-soar/ Tue, 19 Apr 2022 04:03:00 +0000 https://www.investmentexecutive.com/?p=442471 Client AUM is up by 55% since the pandemic began

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]]> Book sizes increase despite turbulent year https://www.investmentexecutive.com/newspaper_/brokerage-report-card/book-sizes-increase-despite-turbulent-year/ Mon, 17 May 2021 04:10:00 +0000 https://www.investmentexecutive.com/?p=421353 While AUM was up, overall productivity has declined from 2020

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]]> Cushioning the blow https://www.investmentexecutive.com/newspaper_/dealers-report-card/cushioning-the-blow/ Fri, 05 Jun 2020 04:06:00 +0000 https://www.investmentexecutive.com/?p=401400 Advisors experienced robust growth in AUM, client numbers and productivity before the pandemic

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