This article appears in the June 2023 issue of Investment Executive. Subscribe to the print edition, read the digital edition or read the articles online.
Research by:
Aneesh Chatterjee, Emily Fox, Roland Inacay, Tiana Kirton, Diane Lalonde, Alisha Mughal and Serge Rousskikh
Research editor:
Katie Keir
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Firms are investing in technology but also must consider advisor training
Many advisors question how effectively their suggestions are acted upon
Advisors worry about hacks to client data, but also about human error
Offering generic or limited practice-building tools can lead to displeased advisors
The White House plans to announce 25% tariffs on steel and aluminum imports into the U.S. on Monday
25% jump is the biggest year-over-year increase since the study launched in 2011
The U of T economics professor will work with the bank in a part-time role
Regulator signals halt to its legal defence of tougher climate rules