Newsmaker – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Sun, 09 Feb 2025 18:48:01 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://uat-phoenix.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Newsmaker – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 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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]]> Advocis chairman plans for greater board bench strength https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/advocis-chairman-plans-for-greater-board-bench-strength/ Tue, 15 Oct 2024 04:08:00 +0000 https://www.investmentexecutive.com/?p=494120 Al Jones exemplifies association’s focus on community, promises consumer advocacy

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]]> OSC has conflicts of interest in its crosshairs https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/osc-has-conflicts-of-interest-in-its-crosshairs/ Mon, 13 May 2024 04:10:15 +0000 https://www.investmentexecutive.com/?p=485244 Newsmaker: CEO Grant Vingoe also wants to see binding decision-making authority for OBSI

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]]> New COO tackles ambitious goals https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/new-coo-tackles-ambitious-goals/ Mon, 11 Mar 2024 04:07:00 +0000 https://www.investmentexecutive.com/?p=481453 Newsmaker: With Dave Kelly as chief operating officer, Richardson Wealth aims to reach $100 billion in AUA and 50% women advisors over the next few years

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]]> Adding structure to the ETF business https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/adding-structure-to-the-etf-business/ Mon, 11 Dec 2023 05:13:00 +0000 https://www.investmentexecutive.com/?p=476589 Newsmaker: After more than two decades trading derivatives, Sara Petrcich is BMO GAM’s head of ETFs and structured solutions

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]]> Leading the merged protection fund https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/restructuring-investor-protection/ Mon, 13 Mar 2023 04:11:00 +0000 https://www.investmentexecutive.com/?p=461530 Toni Ferrari draws on her background in accounting, regulation and compliance to lead the re-formed Canadian Investor Protection Fund

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]]> Building funds for all seasons https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/building-funds-for-all-seasons/ Mon, 31 Oct 2022 04:01:00 +0000 https://www.investmentexecutive.com/?p=454078 Mackenzie's new president and CEO says advisors are looking for alternatives as rising prices and interest rates threaten traditional returns

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]]> Market complexity adds to the allure of holistic planning https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/market-complexity-adds-to-the-allure-of-holistic-planning/ Mon, 19 Sep 2022 04:05:00 +0000 https://www.investmentexecutive.com/?p=451073 Newsmakers: Geoff Newton and Meghan Meger of BMO Private Wealth say clients are less interested in spreading their business over several institutions

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]]> A team approach to investment strategy https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/a-team-approach-to-investment-strategy/ Tue, 22 Feb 2022 05:09:00 +0000 https://www.investmentexecutive.com/?p=439398 Newsmakers: Manulife’s chief investment strategists emphasize market defence with fixed income

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]]> IG’s new investment strategist has a plan for inflation https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/igs-new-investment-strategist-has-a-plan-for-inflation/ Mon, 24 Jan 2022 05:11:00 +0000 https://www.investmentexecutive.com/?p=437520 Philip Petursson says central banks are behind the curve as he helps advisors position portfolios

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