Usage in clients’ portfolios set to increase as interest grows in certain themes and asset classes
New paper suggests some managers are advertising historical returns that are ‘too good to be true’
Findings suggest female business owners are at less of a disadvantage than they might assume
Web-based tool enables analytics and reports that can help fund wholesalers provide value to advisors
Former head of CPP investment board was sacked after violating firm's relationships at work policy
Ten tips to approach festive gatherings … and why cornering rich ‘Uncle Henry’ is not a good idea
Former IG employee borrowed money from senior clients and worked a second job without approval
Leading advisor weighs in on central bank decision to hold rates steady, and how to prepare for a possible recession
New outlook delves into themes that will influence markets as the world enters a new decade
The Whiteboard: portfolio manager kicks off his WP column with a call to arms for our industry professionals
Advisors can capitalize on market volatility – but to do so, they must consider options beyond stocks and bonds, writes Michael Yeung
How advisors can assist with a strategy that reflects 'what's in people's hearts'
Predicting what will happen in the stock market is virtually impossible
Over the next 10 years nearly 40% of the current financial advisor population is expected to retire
While Halloween season may have passed, investors could be in for some very spooky performance going forward
In Canada, stocks tend to rise in the months after a big oil price jump
Wealth Professional Canada looks back at the stories that dominated financial headlines in 2019 and how they might alter the investment landscape in 2020 and beyond
Wealth Professional Canada
