Value of advice – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Thu, 12 Dec 2024 21:32:13 +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 Value of advice – Investment Executive https://www.investmentexecutive.com 32 32 FCA aims to fill the advice gap for mid-market U.K. investors https://www.investmentexecutive.com/news/from-the-regulators/fca-aims-to-fill-the-advice-gap-for-mid-market-u-k-investors/ Thu, 12 Dec 2024 21:06:30 +0000 https://www.investmentexecutive.com/?p=498479 Regulator proposes new "targeted support" model for collective advice

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]]> 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

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]]> Value of a Canadian financial advisor decreases slightly year over year: study https://www.investmentexecutive.com/news/industry-news/value-of-a-canadian-financial-advisor-decreases-slightly-year-over-year-study/ Thu, 13 Jun 2024 18:30:15 +0000 https://www.investmentexecutive.com/?p=487622 Behavioural coaching adds the most value, Russell Investments finds

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]]> For many, @FinanceBro on par with industry advice https://www.investmentexecutive.com/news/from-the-regulators/for-many-financebro-on-par-with-industry-advice/ Tue, 04 Jun 2024 19:12:05 +0000 https://www.investmentexecutive.com/?p=487034 CIRO survey finds investors relying on social media, ranking it as worthy as traditional advice

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]]> Basic products, advice needed to boost investing: ESMA https://www.investmentexecutive.com/news/from-the-regulators/basic-products-advice-needed-to-boost-investing-esma/ Thu, 23 May 2024 17:21:19 +0000 https://www.investmentexecutive.com/?p=486403 European regulators make recommendations for revitalizing capital markets

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]]> Canadians’ outlook on retirement is declining, report finds https://www.investmentexecutive.com/news/research-and-markets/canadians-outlook-on-retirement-is-declining-report-finds/ Tue, 30 Apr 2024 19:39:15 +0000 https://www.investmentexecutive.com/?p=485030 Having a financial plan and consulting an advisor, however, can help

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]]> OSC priorities include lifting limitations on advice https://www.investmentexecutive.com/news/from-the-regulators/osc-priorities-include-lifting-limitations-on-advice/ Thu, 16 Nov 2023 20:44:05 +0000 https://www.investmentexecutive.com/?p=475492 Regulators to explore the regulation, provision of advice online

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]]> Many clients adjusting financial plans as they struggle with monthly costs https://www.investmentexecutive.com/news/research-and-markets/many-clients-adjusting-financial-plans-as-they-struggle-with-monthly-costs/ Mon, 06 Nov 2023 21:52:26 +0000 https://www.investmentexecutive.com/?p=474616 Survey shows the effects of inflation and higher borrowing costs

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]]> Value of a Canadian financial advisor rose in 2022 https://www.investmentexecutive.com/news/research-and-markets/value-of-a-canadian-financial-advisor-rose-in-2022/ Mon, 12 Jun 2023 20:17:32 +0000 https://www.investmentexecutive.com/?p=467218 Behavioural coaching once again added the most value

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]]> Does growth in self-managed accounts defy need for advice? https://www.investmentexecutive.com/inside-track_/ian-russell/does-growth-in-self-managed-accounts-defy-need-for-advice/ Mon, 16 Jan 2023 20:00:55 +0000 https://www.investmentexecutive.com/?p=458654 Tech, profound shocks have changed investor behaviour

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