Client experience | Investment Executive Canada's news source for financial professionals Wed, 15 Apr 2026 19:57:55 +0000 en-US hourly 1 https://wordpress.org/?v=6.9 https://old.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Client experience | Investment Executive 32 32 IA transitions new life applications to new platform https://old.investmentexecutive.com/news/ia-transitions-new-life-applications-to-new-platform/ Wed, 15 Apr 2026 19:50:38 +0000 https://www.investmentexecutive.com/?p=536353 Existing policies to remain in legacy system

The post IA transitions new life applications to new platform appeared first on Investment Executive.

]]> You need a better Reason Why letter https://old.investmentexecutive.com/inside-track_/jeff-cait/you-need-a-better-reason-why-letter/ Wed, 11 Mar 2026 17:27:26 +0000 https://www.investmentexecutive.com/?p=533609 Life insurance consumers deserve to know what they bought — and how it compares with other options

The post You need a better Reason Why letter appeared first on Investment Executive.

]]> A responsible investing ‘service gap’ persists: report https://old.investmentexecutive.com/news/industry-news/a-responsible-investing-service-gap-persists-report/ Fri, 11 Apr 2025 13:47:25 +0000 https://www.investmentexecutive.com/?p=506881 The RIA annual survey highlights need for advisor education, training, panellist suggests

The post A responsible investing ‘service gap’ persists: report appeared first on Investment Executive.

]]>