Wealth transfer – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 27 Aug 2025 18:45:14 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Wealth transfer – Investment Executive https://www.investmentexecutive.com 32 32 Advisors risk being kept on the sidelines of the great wealth transfer: survey https://www.investmentexecutive.com/news/advisors-risk-being-kept-on-the-sidelines-of-the-great-wealth-transfer-survey/ Wed, 27 Aug 2025 18:45:13 +0000 https://www.investmentexecutive.com/?p=518544 The great wealth transfer or the great disappointment? https://www.investmentexecutive.com/news/the-great-wealth-transfer-or-the-great-disappointment/ Fri, 03 Jan 2025 20:14:55 +0000 https://www.investmentexecutive.com/?p=499465 Intergenerational wealth transfer can be captured with tech https://www.investmentexecutive.com/inside-track_/intergenerational-wealth-transfer-can-be-captured-with-tech/ Wed, 27 Nov 2024 21:00:26 +0000 https://www.investmentexecutive.com/?p=497282 B.C. files four unexplained wealth orders so far https://www.investmentexecutive.com/newspaper_/b-c-files-four-unexplained-wealth-orders-so-far/ Tue, 15 Oct 2024 04:10:00 +0000 https://www.investmentexecutive.com/?p=494112 Capturing the mass affluent wealth segment https://www.investmentexecutive.com/inside-track_/capturing-the-mass-affluent-wealth-segment/ Mon, 29 Jul 2024 20:00:20 +0000 https://www.investmentexecutive.com/?p=490115 Homebuyers lean on family to fund down payments https://www.investmentexecutive.com/news/homebuyers-lean-on-family-to-fund-down-payments/ Tue, 25 Jun 2024 18:17:34 +0000 https://www.investmentexecutive.com/?p=488391 Household wealth growth to slow, evolve https://www.investmentexecutive.com/news/household-wealth-growth-to-slow-evolve/ Wed, 22 Nov 2023 13:00:21 +0000 https://www.investmentexecutive.com/?p=475777 Boomers and millennials have different ideas about inheritance https://www.investmentexecutive.com/news/boomers-and-millennials-have-different-ideas-about-inheritance/ Tue, 07 Nov 2023 18:22:22 +0000 https://www.investmentexecutive.com/?p=474717 Is financial planning ready for a new generation? https://www.investmentexecutive.com/inside-track_/is-financial-planning-ready-for-a-new-generation/ Mon, 31 Jul 2023 19:00:38 +0000 https://www.investmentexecutive.com/?p=469387 PMs build portfolios for a $10M inheritance https://www.investmentexecutive.com/newspaper_/pms-build-portfolios-for-a-10m-inheritance/ Mon, 31 Oct 2022 04:11:00 +0000 https://www.investmentexecutive.com/?p=454088