Canada’s Financial Industry Newspaper | Investment Executive
Investment Executive has the latest news and analysis on investment products, industry news and securities regulation for financial advisors.
News for Canadian Financial Advisors - Investment Executive
4 days ago · Breaking industry and regulatory news for IIROC, MFDA and life insurance-licensed financial advisors, portfolio managers and financial planners.
Industry News - Investment Executive
Nov 21, 2024 · Financial services industry, asset managers, investment dealers, mutual fund dealers, life insurers, banks, robo-advisors, advisors, insurance agents
Fund sales rise, driving asset gains: IFIC | Investment Executive
4 days ago · October’s stronger sales pushed year-to-date mutual fund net sales further into positive territory too. IFIC reported that net sales through the first 10 months of the year reached $8.2 billion, compared with $42.4 billion in net redemptions for the same period last year.
Industry moves this week | Investment Executive
Nov 20, 2024 · Each week, we summarize notable moves across the financial industry. Roy Gori, president and CEO of Manulife, announced he will retire in May. Phil Witherington, current president and CEO of the Asia segment, will take over the position.Gori will continue to serve as an advisor until August 2025 to support the transition to Witherington.
Industry moves this week | Investment Executive
Oct 2, 2024 · Each week, Investment Executive summarizes notable moves across the financial industry. John Nicola, founder and CEO of Nicola Wealth Management Ltd., will transition out of that role by the end of next year.He’ll become executive chair of the firm’s board of directors as of 2026, and will be succeeded by Christopher Nicola, who will first become president and then transition to the CEO ...
Investable themes for 2024’s second half - Investment Executive
Jun 26, 2024 · The first half of 2024 wasn’t without its surprises. The year started off strong, fuelled by the backdrop of strong global gross domestic product (GDP) growth.
About Us - Investment Executive
Investment Executive Investment Executive (IE) is Canada’s national newspaper for financial professionals.Launched in 1989, IE is published up to 10 times a year with one special supplement. Its circulation comprises more than 31,000 financial advisors, industry executives and portfolio managers.
ETF boutiques find their niche | Investment Executive
Oct 15, 2023 · In a market where an ETF’s break-even point can begin at $50 million in AUM, large players routinely launch funds with expensive advertising campaigns while rebating management fees — actions that are generally out of reach for boutiques.
Brokerage advisors thrive in a shifting economy
Jun 5, 2024 · For the top 20% of advisors, average AUM climbed 7.5% to $564 million in this year’s Report Card, from $524.8 million last year. Meanwhile, average client numbers for this segment of the advisor population dropped to 157 households in 2024’s research, from 160 households in 2023’s.