Wealth management – Investment Executive https://uat-phoenix.investmentexecutive.com Canada's news source for financial professionals Fri, 07 Feb 2025 18:53:37 +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 Wealth management – Investment Executive https://uat-phoenix.investmentexecutive.com 32 32 New dealer firms face uphill recruitment battle https://uat-phoenix.investmentexecutive.com/newspaper_/news-newspaper/new-dealer-firms-face-uphill-recruitment-battle/ Fri, 07 Feb 2025 20:01:00 +0000 https://www.investmentexecutive.com/?p=501700 Referrals are key for getting startup firms off the ground

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]]> Stable outlook for U.S. retail brokers: Moody’s https://uat-phoenix.investmentexecutive.com/news/research-and-markets/stable-outlook-for-u-s-retail-brokers-moodys/ Fri, 07 Feb 2025 16:37:55 +0000 https://www.investmentexecutive.com/?p=501984 Demand for advice, strong markets to drive growth in client assets

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]]> Mid-market banks to profit as rates ease: DBRS https://uat-phoenix.investmentexecutive.com/news/research-and-markets/mid-market-banks-to-profit-as-rates-ease-dbrs/ Tue, 07 Jan 2025 20:43:33 +0000 https://www.investmentexecutive.com/?p=499694 Smaller banks less diversified than Big Six, but still poised for growth

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]]> Big Six profits seen rising in 2025: DBRS https://uat-phoenix.investmentexecutive.com/news/research-and-markets/big-six-profits-seen-rising-in-2025-dbrs/ Mon, 06 Jan 2025 22:28:04 +0000 https://www.investmentexecutive.com/?p=499601 Economic outlook supportive for banks, but risks are all to the downside

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]]> Moody’s upgrades National Bank ratings https://uat-phoenix.investmentexecutive.com/news/research-and-markets/moodys-upgrades-national-bank-ratings/ Tue, 17 Dec 2024 18:45:01 +0000 https://www.investmentexecutive.com/?p=498646 Bank is outperforming the rest of the Big Six, rating agency reports

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]]> Industry moves this week https://uat-phoenix.investmentexecutive.com/news/people/industry-moves-this-week-81/ Fri, 13 Dec 2024 18:37:03 +0000 https://www.investmentexecutive.com/?p=498518 Joanna Rotenberg to head up new Vanguard division, plus appointments at Ninepoint and CIRO

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]]> Revenue gains fail to boost banks’ profits: Fitch https://uat-phoenix.investmentexecutive.com/news/research-and-markets/revenue-gains-fail-to-boost-banks-profits-fitch/ Fri, 06 Dec 2024 22:26:02 +0000 https://www.investmentexecutive.com/?p=498117 Loans and margins are growing, but credit provisions and expenses up too

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]]> Industry moves this week https://uat-phoenix.investmentexecutive.com/news/people/industry-moves-this-week-80/ Thu, 05 Dec 2024 19:18:13 +0000 https://www.investmentexecutive.com/?p=497906 A mix of executive and advisor moves were announced

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]]> CIBC reports Q4 profit up from year ago, raises quarterly dividend https://uat-phoenix.investmentexecutive.com/news/industry-news/cibc-reports-q4-profit-up-from-year-ago-raises-quarterly-dividend/ Thu, 05 Dec 2024 16:09:45 +0000 https://www.investmentexecutive.com/?p=497997 Revenue for the quarter totalled $6.62 billion, up from $5.85 billion in the same quarter last year

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]]> TD Bank Group reports adjusted profits down on money laundering fallout https://uat-phoenix.investmentexecutive.com/news/industry-news/td-bank-group-reports-adjusted-profits-down-on-money-laundering-fallout/ Thu, 05 Dec 2024 16:03:36 +0000 https://www.investmentexecutive.com/?p=497995 Adjusted earnings were down in what chief executive Bharat Masrani called a challenging quarter

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