News – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Mon, 10 Feb 2025 21:06:58 +0000 en-US hourly 1 https://wordpress.org/?v=6.1.1 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png News – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 OSC agenda consultation is underway, and it’s packed https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/osc-agenda-consultation-is-underway-and-its-packed/ Fri, 07 Feb 2025 20:20:00 +0000 https://www.investmentexecutive.com/?p=501705 Junk fees, open banking and more proposed for the regulator’s next fiscal year

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]]> As iA moved early on AI, ‘everybody was at the table’ https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/as-ia-moved-early-on-ai-everybody-was-at-the-table/ Fri, 07 Feb 2025 20:19:00 +0000 https://www.investmentexecutive.com/?p=501702 CTO Simon Roy says the technology will enable a more personal client experience

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]]> Managing capital gains when moving to the U.S. https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/managing-capital-gains-when-moving-to-the-u-s/ Fri, 07 Feb 2025 20:15:00 +0000 https://www.investmentexecutive.com/?p=501693 Leaving Canada means planning for departure tax, transfer of non-registered assets

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]]> Still off-target https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/still-off-target/ Fri, 07 Feb 2025 20:14:00 +0000 https://www.investmentexecutive.com/?p=501701 Target-date funds are a hit in the group retirement business — why not in the ETF market?

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]]> Buying a book of business? What you need to know https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/buying-a-book-of-business-what-you-need-to-know/ Fri, 07 Feb 2025 20:13:00 +0000 https://www.investmentexecutive.com/?p=501692 Buyers must be prepared to compete on price, but fit is also important

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]]> A banner year for equity mutual funds https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/a-banner-year-for-equity-mutual-funds/ Fri, 07 Feb 2025 20:12:00 +0000 https://www.investmentexecutive.com/?p=501694 Big returns from the Magnificent Seven, and elsewhere

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]]> Alternative universe https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/alternative-universe/ Fri, 07 Feb 2025 20:11:00 +0000 https://www.investmentexecutive.com/?p=501695 Private equity, hedge funds and other alternative investments are having a moment. Advisors need to catch up

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]]> The outlook for U.S. taxes under Trump https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/the-outlook-for-u-s-taxes-under-trump/ Fri, 07 Feb 2025 20:07:00 +0000 https://www.investmentexecutive.com/?p=501703 Key measures are extension of 2017 tax cuts, revenue from tariffs

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]]> Stacking up https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/stacking-up/ Fri, 07 Feb 2025 20:03:00 +0000 https://www.investmentexecutive.com/?p=501691 Firms spend millions on back-office technology, but not all advisors are buying in

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]]> Mentors wanted for new advisors https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/mentors-wanted-for-new-advisors/ Fri, 07 Feb 2025 20:02:00 +0000 https://www.investmentexecutive.com/?p=501696 Finding support in the financial services industry is harder than it should be, new advisors say

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