News

S&P 500 closing out worst month of 2023

S&P 500 closing out worst month of 2023

Shutdown fears pushed struggling markets lower

If Canada’s in a recession, which assets look attractive?

Head of Economic and Market Strategy explains why Canada is ahead of the US on recessionary path, highlights prospects for dividend payers

If Canada’s in a recession, which assets look attractive?

Do advisors lack the tools and time to help retirees?

CEO of retirement navigator explains why he thinks advisors aren’t answering their clients most important question about retirement well enough

Do advisors lack the tools and time to help retirees?

How higher interest rates have sparked ‘magic’ in private credit

With tailwinds rising for private lenders, experts unpack insights from market trends and client conversations

How higher interest rates have sparked ‘magic’ in private credit

Premium

Middlefield Core Real Estate Holding’s Choice REIT leans on robust fundamentals in uncertain market

Executives from Choice Properties join Middlefield’s Dean Orrico to share outlook for REITs

Features

SLC Management hires industry veteran for new high-net-worth role

Michael Schnitman joins the firm from Mackenzie Investments

IG Wealth Management taps industry veteran as it woos entrepreneurial clients

Head of new private company advice unit highlights need for expertise, entrepreneurial approach in advising business owners

People moves

BlueShore Financial names new president and CEO

The firm's new leader will take up the role in November

Regulators

FP Canada dismayed over FSRA fee rule, calls for rethink

Ontario's finance minister has approved contentious amendment to calculation of fees for credentialing bodies

WP Talk

A flexible approach to income and managing risk

How does flexibility create more income opportunities? Listen now to the latest episode of WPCTalk.

Magazine

Wealth Professional 10.02

Investments

Do advisors lack the tools and time to help retirees?

CEO of retirement navigator explains why he thinks advisors aren’t answering their clients most important question about retirement well enough

Do advisors lack the tools and time to help retirees?

International exposure is a portfolio powerplay for Canadian advisors

Diversification is a top priority for majority of wealth managers and advisors

International exposure is a portfolio powerplay for Canadian advisors

Moving beyond a "magic number" approach to retirement

How Dynamic Funds' Paycheque Portfolio™ approach shifts the focus from portfolio account values to generating sustainable income

Moving beyond a "magic number" approach to retirement

Tapping home equity for retirement makes sense, here's why Canadians don't

New research reveals the barriers and behavioural hurdles to leveraging largest asset

Tapping home equity for retirement makes sense, here's why Canadians don't

Which asset class are almost all FAs planning to boost allocations to?

Ninepoint Partners research found Canada lags other developed countries in these investments

Which asset class are almost all FAs planning to boost allocations to?