Investment research – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Fri, 15 Nov 2024 13:50:52 +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 Investment research – Investment Executive https://www.investmentexecutive.com 32 32 Advisors’ Report Card 2024 main chart https://www.investmentexecutive.com/newspaper_/advisors-report-card/advisors-report-card-2024-main-chart/ Fri, 15 Nov 2024 14:36:05 +0000 https://www.investmentexecutive.com/?p=496644 How advisors across the financial advice industry rated their channels, based on average firm results

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]]> How we did it: Advisors’ Report Card 2024 https://www.investmentexecutive.com/newspaper_/advisors-report-card/how-we-did-it-advisors-report-card-2024/ Fri, 15 Nov 2024 14:35:43 +0000 https://www.investmentexecutive.com/?p=496637 Methodology explainer for our annual Report Card series research and report

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]]> FCA expands research unbundling to fund managers https://www.investmentexecutive.com/news/from-the-regulators/fca-expands-research-unbundling-to-fund-managers/ Tue, 05 Nov 2024 17:27:40 +0000 https://www.investmentexecutive.com/?p=496038 U.K. regulator aims to improve access to research, market transparency

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]]> Europe relaxes rules, eyes more vibrant markets https://www.investmentexecutive.com/news/from-the-regulators/europe-relaxes-rules-eyes-more-vibrant-markets/ Mon, 28 Oct 2024 17:48:29 +0000 https://www.investmentexecutive.com/?p=495563 ESMA consults on research bundling, prospectus requirements

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]]> How we did it: Dealers’ Report Card 2024 https://www.investmentexecutive.com/newspaper_/dealers-report-card/how-we-did-it-dealers-report-card-2024/ Fri, 13 Sep 2024 13:01:27 +0000 https://www.investmentexecutive.com/?p=492572 Methodology for the annual Report Card

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]]> Fewer prospectuses key to FCA reform proposals https://www.investmentexecutive.com/news/from-the-regulators/fewer-prospectuses-key-to-fca-reform-proposals/ Fri, 26 Jul 2024 16:58:34 +0000 https://www.investmentexecutive.com/?p=490025 Proposals seek to ease capital raising, bring back research bundling

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]]> FCA to revive research bundling https://www.investmentexecutive.com/news/from-the-regulators/fca-to-revive-research-bundling/ Wed, 10 Apr 2024 19:26:01 +0000 https://www.investmentexecutive.com/?p=483499 Regulator aims to ease asset managers' access to investment research

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]]> Insurance advisors share industry sentiment and needs (charts) https://www.investmentexecutive.com/in-depth_/special-reports/insurance-advisors-share-industry-sentiment-and-needs-charts/ Mon, 12 Feb 2024 05:14:50 +0000 https://www.investmentexecutive.com/?p=479882 Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research

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]]> Investment industry at “inflection point” with new tech, rate environment: report https://www.investmentexecutive.com/news/research-and-markets/investment-industry-at-inflection-point-with-new-tech-rate-environment-report/ Wed, 06 Sep 2023 13:00:02 +0000 https://www.investmentexecutive.com/?p=471074 The CFA Institute outlined trends for the next decade, including product personalization and active management

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]]> How we did it: Dealers’ Report Card https://www.investmentexecutive.com/newspaper_/dealers-report-card/how-we-did-it-dealers-report-card-2/ Mon, 28 Aug 2023 04:02:02 +0000 https://www.investmentexecutive.com/?p=470605 Methodology for the Report Card for 2023

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