Financial Advice & Planning News & Resources

Why PMs should already be positioned for market jitters

Market talk

How do you build relationships with HNW clients? Market talk
Survey: data protection policies not up to the job Market talk
Tax-planning considerations for career musicians Market talk
The factors behind private-market managers' 'sticky' performance Alternative Investments

Featured content

Fintech wave creates new expectations for client onboarding
Wealth management firms have to let go of traditional ideas of when, where, and how to take on new clients
Canadian FIs collaborate for new business fund
Fund will help businesses access capital for growth
MFDA wants to support innovation, improve standards
Association has published its 5-year strategy
'Oil will be $100/bbl within two years'
Senior portfolio manager forecasts biggest investment opportunity in 15 years
Why the future is bright for the ETF industry
Industry heavyweights assess current state of investment landscape and how it affects advisors
BlackRock freebie feeds on clients’ portfolio information
The firm’s new tool could create new ways to sell their products, as well as build vast stores of data
The factors that compound retirement risks for divorcees
A new study indicates that divorced American households face greater-than-average risks
Horizons offers investors more options for pot exposure
Aside from looking into futures contracts, the firm wants to launch new leveraged and inverse options
US auto tariffs devasting for Canadian jobs, economy warns TD
Economist warns 160,000 people could be laid off

Business strategy Top leadership qualities every manager can't live without
A good manager can drive a team to success, while a bad one can bring everyone down. Learn the leadership qualities you need to have.
Business strategy Four easy ways to optimise your management style for business growth
Managing people take certain skills and traits. Find out what expert Jennifer Miller says can optimise your leadership qualities
Business strategy Five tips for managing remote workers
With plenty of data to support the practice of working from home, onsite managers are facing new challenges in managing a growing number of remote workers
Business strategy 80% of millenials expect this from their bosses
Millennials in the workplace need guidance. Find out why Gen Y needs your feedback instantly

Industry news

Transcend THE downside of market timing - missing out!

Trying to avoid a bear market can come at a very steep price: missing out on further gains if you get it wrong

Transcend Closing the gap

Dividend paying stocks have been very popular with investors in recent years due to weak returns in the bond market. That picture appears to be shifting in Canada for the first time in almost a decade

Transcend Are you a fiduciary?

The fiduciary standard is getting a lot of attention in the United States once again as the Department of Labour’s rule requiring advisors to act in the best interests of their clients was denied by an appeals court

Transcend Great expectations?

Asset allocation is one of the most important decisions investors will likely make. There are a number of risk factors related to the type of investments used as well as their mix which makes determining the appropriate capital market assumptions necessary

Current issue

Wealth Professional 6.06

Wealth Professional Canada presents 50 advisors, portfolio managers, business leaders and entrepreneurs who are heating up Canada’s investment industry

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