advisors – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 07 Feb 2025 16:37:55 +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 advisors – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 Stable outlook for U.S. retail brokers: Moody’s https://uat-phoenix.investmentexecutive.com/news/stable-outlook-for-u-s-retail-brokers-moodys/ Fri, 07 Feb 2025 16:37:55 +0000 https://www.investmentexecutive.com/?p=501984 Opinion: ‘Flynancial’ advisor ad is a reminder of how title protection falls short https://uat-phoenix.investmentexecutive.com/news/opinion-flynancial-advisor-ad-is-a-reminder-of-how-title-protection-falls-short/ Fri, 10 Jan 2025 16:10:13 +0000 https://www.investmentexecutive.com/?p=499869 Closing the gap between mutual, seg fund regulation https://uat-phoenix.investmentexecutive.com/news/closing-the-gap-between-mutual-seg-fund-regulation/ Wed, 08 Jan 2025 21:02:41 +0000 https://www.investmentexecutive.com/?p=499805 The great wealth transfer or the great disappointment? https://uat-phoenix.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 Advocis resolves 2 claims of wrongful dismissal https://uat-phoenix.investmentexecutive.com/uncategorized/advocis-resolves-2-claims-of-wrongful-dismissal/ Wed, 04 Dec 2024 20:01:37 +0000 https://www.investmentexecutive.com/?p=497827 Breaking up doesn’t have to be hard to do https://uat-phoenix.investmentexecutive.com/uncategorized/breaking-up-doesnt-have-to-be-hard-to-do/ Fri, 22 Nov 2024 21:00:23 +0000 https://www.investmentexecutive.com/?p=497116 CIRO taps Fitch Learning for new proficiency model https://uat-phoenix.investmentexecutive.com/news/ciro-taps-fitch-learning-for-new-proficiency-model/ Fri, 08 Nov 2024 14:00:36 +0000 https://www.investmentexecutive.com/?p=496316 CG Wealth Management hits $40B asset threshold, sets sights on doubling that https://uat-phoenix.investmentexecutive.com/news/cg-wealth-management-hits-40b-asset-threshold-sets-sights-on-doubling-that/ Tue, 22 Oct 2024 16:00:23 +0000 https://www.investmentexecutive.com/?p=495213 How wealth management firms are attracting advisors https://uat-phoenix.investmentexecutive.com/news/how-wealth-management-firms-are-attracting-advisors/ Fri, 11 Oct 2024 19:20:48 +0000 https://www.investmentexecutive.com/?p=494629 ‘It’s time to look ahead,’ new Advocis CEO says https://uat-phoenix.investmentexecutive.com/news/its-time-to-look-ahead-new-advocis-ceo-says/ Mon, 07 Oct 2024 18:43:50 +0000 https://www.investmentexecutive.com/?p=494015