News

How do you top a capital markets miracle?

Investment strategist optimistic for remainder of 2021 despite "eye-popping" 18 months and explains why stocks remain more attractive than bonds

Top 3 lessons advisors can learn from Olympians

National canoeing champion - and finance professional - on why you need a strong team, long-term focus, and hard work to succeed

Does Canada need to cool it on climate policy?

Distinguished policy expert argues moving too fast on climate targets risks creating wide-scale poverty

What makes SPACs risky for pre-merger investors?

Prior to combination, investors in blank-check firms must be mindful of potential pitfalls

Features

"We're in it together with the customer": behind the vision and strategy of Avenue Living

CEO Anthony Giuffre reflects on Avenue Living's remarkable rise – and where it is heading next

13 greenwashing questions advisors should ask

Nawar Alsaadi, Director, ESG Insights, NEI, explains how to guard against the threat of deception but offers hope for future regulations

Six of the biggest market crashes in history

As the finance profession dusts itself down from the pandemic-induced plunge of March 2020, WP looks at how it compares to other seismic market events

People moves

CPP Investments names global head of Private Equity

New appointee, set to start in mid-September, brings international experience and deep knowledge of organization to role

Regulators

CSA moving ahead with single-SRO plan

Transition to single Canadian self-regulator hailed as a bellwether for enhancing public confidence and investor protection

WP Talk

Episode 6 - How to future proof your business

WP Talk chats with Krystian Urbanski, Senior Vice President of Digital Platforms Associate, Portfolio Manager at Forstrong Global, about how to streamline your practice to be more efficient and attract new clients

Magazine

Wealth Professional 9.05

Investments

Does Canada need to cool it on climate policy?

Distinguished policy expert argues moving too fast on climate targets risks creating wide-scale poverty

Are asset managers long on plans, short on action in data science?

Survey finds nearly all investment managers focusing on data and analytics to improve outcomes, but most lagging in capabilities

Do PRI signatory funds perform better than non-signatories?

Comparison of five-year returns and average costs suggests responsible investment funds have an edge

Mako secures $2 million seed financing

Desjardins-led investment round will help wealthtech firm fund key additions and support critical customer demands

Women in ETFs now includes men, people of colour, and new Canadians

Inclusive group is providing opportunities for those who don't find networks elsewhere