Financial services industry – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 22 Nov 2024 17:41:10 +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 Financial services industry – Investment Executive https://www.investmentexecutive.com 32 32 It’s official: DFSA credential no longer qualifies for FA title use https://www.investmentexecutive.com/news/industry-news/its-official-dfsa-credential-no-longer-qualifies-for-fa-title-use/ Fri, 22 Nov 2024 17:41:10 +0000 https://www.investmentexecutive.com/?p=497275 RBC still requires the credential in retail branches, FSRA provides date for forthcoming title protection review

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]]> 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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]]> Canaccord posts $16.9 million profit in Q2 https://www.investmentexecutive.com/news/industry-news/canaccord-posts-16-9-million-profit-in-q2/ Fri, 08 Nov 2024 22:12:49 +0000 https://www.investmentexecutive.com/?p=496400 The firm’s global wealth management business earned $216.5 million

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]]> 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

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]]> Canaccord Genuity names former RBC exec Nadine Ahn as deputy CFO https://www.investmentexecutive.com/news/industry-news/canaccord-genuity-names-former-rbc-exec-nadine-ahn-as-deputy-cfo/ Thu, 10 Oct 2024 15:39:05 +0000 https://www.investmentexecutive.com/?p=494392 Ahn was fired from her RBC role in April

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]]> Tangerine to get new president, CEO in November https://www.investmentexecutive.com/news/people/tangerine-to-get-new-president-ceo-in-november/ Wed, 09 Oct 2024 19:32:03 +0000 https://www.investmentexecutive.com/?p=494364 Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1

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]]> OSC names former auditor general as head of enforcement https://www.investmentexecutive.com/news/industry-news/osc-names-former-auditor-general-as-head-of-enforcement/ Tue, 08 Oct 2024 16:52:42 +0000 https://www.investmentexecutive.com/?p=494085 Bonnie Lysyk, along with Josée Turcotte, will support the regulator in delivering its strategic plan

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]]> More emissions accountability needed in Toronto’s financial sector: report https://www.investmentexecutive.com/news/industry-news/more-emissions-accountability-needed-in-torontos-financial-sector-report/ Tue, 08 Oct 2024 14:24:34 +0000 https://www.investmentexecutive.com/?p=494135 The report was produced by the Toronto Climate Observatory

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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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]]> Finance jobs face acute AI threat https://www.investmentexecutive.com/news/research-and-markets/finance-jobs-face-acute-ai-threat/ Tue, 03 Sep 2024 19:33:19 +0000 https://www.investmentexecutive.com/?p=492023 Higher-educated, better-paid workers most exposed, but low-wage workers face greater replacement risk

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