News

Canadian employees could need $1.7million in order to retire

Canadian employees could need $1.7million in order to retire

New survey suggests a lack of confidence in pension and retirement pots

Too much emphasis on revenue over client experience, advisor warns

Colin Andrews calls for 'overarching strategy' that gives advisors the right tools

Too much emphasis on revenue over client experience, advisor warns

ETFs as key portfolio building blocks ‘only gaining momentum’

BMO launches new options in response to demand for higher yielding sector-based solutions

ETFs as key portfolio building blocks ‘only gaining momentum’

Time for family offices to step up for ultra-high-net-worth clients

Economic and market uncertainty provide perfect crucible for differentiated offerings, says Samara president and CEO

Time for family offices to step up for ultra-high-net-worth clients

Premium

Antoine Niding loves to make a difference – with his clients and community

It is the underlying theme for this Montreal advisor's practice and philanthropy

Features

Not for sale: Designed Securities’ 15-year promise

CEO explains firm's commitment to independence and compensation model for advisors

Wealthtech partnership opens new engagement opportunities for advisors

Mackenzie Investments and CapIntel say new Link offering injects conviction and storytelling into the KYP experience

People moves

BMO GAM bolsters institutional agenda with key hire

Newly appointed leader tapped to develop and implement strategic direction for institutional business

Regulators

Advisor banned after lying to regulators

Claims of getting trades approved by clients disproved by phone records

Magazine

Wealth Professional 10.02

Investments

Canadian employees could need $1.7million in order to retire

New survey suggests a lack of confidence in pension and retirement pots

Canadian employees could need $1.7million in order to retire

ETFs as key portfolio building blocks ‘only gaining momentum’

BMO launches new options in response to demand for higher yielding sector-based solutions

ETFs as key portfolio building blocks ‘only gaining momentum’

Time for family offices to step up for ultra-high-net-worth clients

Economic and market uncertainty provide perfect crucible for differentiated offerings, says Samara president and CEO

Time for family offices to step up for ultra-high-net-worth clients

Asset management leaders to share alternatives insights at WP roundtable

Panel discussion will untangle benefits, challenges, and strategic considerations in non-public diversification

Asset management leaders to share alternatives insights at WP roundtable

Canada's soft landing may turn on Chinese reopening

China's comeback more of a 'clear-cut positive' for Canada than for other commodity-driven economies

Canada's soft landing may turn on Chinese reopening