Smith’s path from operations to business development has given her a practical view of advisor growth

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News

Canada CPI revealed

Canada CPI revealed

Despite signs of a cooling economy, inflation remains a challenge

AI sell-off hands Nasdaq worst week since June

Advisors weigh concentration risk as oil tops $100 and Fed’s Oct. 28 decision nears

AI sell-off hands Nasdaq worst week since June

Sunlife survey flags gap between priorities and plans

Only 24% have met an advisor, though 75% say trusted advice would boost confidence

Sunlife survey flags gap between priorities and plans

Bank of America penalty draws Canadian investor probe

Regulators say AML progress fell short, and a lawyer questions what investors were told

Bank of America penalty draws Canadian investor probe

Premium

The AI race is on. Continuum is betting client context decides who wins

The AI race is on. Continuum is betting client context decides who wins

Continuum’s founders built a platform around the advisor knowledge software leaves between meetings

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

A webinar with Focal AI founder John Connell on moving AI from pilot to firm-wide advisor capacity, without running afoul of Canadian privacy rules

Magazine

Wealth Professional 10.02

Investments

Higher yields have changed the bond equation. What comes next?

With yields back above 5%, advisors can once again look to high-quality bonds for income, diversification and a stronger core allocation

Higher yields have changed the bond equation. What comes next?

Top 100 global hedge funds lag broader sector in H1 2026

Canoe Intelligence data shows scale came at a cost for institutional allocators in the first half of 2026

Top 100 global hedge funds lag broader sector in H1 2026

IMF scenario puts US equities 20% lower if AI gains stall

The IMF lifted 2026 global growth to 3.1% as 32 economies now drive 95% of it

IMF scenario puts US equities 20% lower if AI gains stall

US inflation beat every forecast on the board

Treasury yields spiked, then reversed, as Wall Street logged its worst day since July

US inflation beat every forecast on the board

Platform Financial enters Alberta with two leadership hires

Toronto-based advisory firm adds a managing partner in Calgary and a national insurance planning director as it pushes west

Platform Financial enters Alberta with two leadership hires