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Dealer performance slips in 2023 | Investment Executive

Advisors identify struggles such as back-office glitches and gaps in business support

United kingdomMaria jose floresRichard mcintyreSam febbraroRobert francesManulife securities incPortfolio strategies corpInvestment planning counsel incCarte wealth management incCanada life assurance coSterling mutuals incInvestia financial services incFinancial incPeak financial groupCounsel portfolio servicesReport card

What s worrying retirees — and their advisors? | Investment Executive

Firms need to address gaps in estate-planning support as cohort of elderly clients grows

United kingdomSam febbraroRobert francesCanada life assurance coInvestia financial services incDesjardins financial security investments incCounsel portfolio servicesManulife securities incInvestment planning counsel incCarte wealth management incPeak financial group in atlantic canadaDesjardins financial security investmentsReport cardManulife securitiesPeak financial groupInvestia financial services

Fee-based advisors cite tech challenges | Investment Executive

Digital tools are important to advisors, but often fall short in performance

Sean etheringtonRichard mcintyreBrent allenJoady guyotSam febbraroManulife securities incInvestment planning counsel incPortfolio strategies corpPeak financial groupCounsel portfolio servicesReport cardSecurities incFidelity clearing canadaAtlantic canadaInvestment planning counselWealth management

Which firms are seeking dual registration with CIRO?

The process of becoming dually registered could span several years, CIRO warns

Louis deconinckSean etheringtonSam febbraroBrent allenRobert francesPeak financial groupInvestment planning counsel incInvestia financial servicesA financial groupCounsel portfolio servicesReport cardWealth managementFinancial groupPrivate wealthPlanning counselCounsel portfolio

Cash flow and emergency funds a vital part of financial planning

Clients are worried about not meeting their retirement goals, but a cushion can provide comfort

Jeff bartjaSam febbraroScotia global asset managementInvestment planning counsel

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