News

Our longevity is down to attention to detail, says portfolio manager

Every day matters for successful fixed-income team, whose fund recently celebrated its 15th anniversary

Behind-the-scenes company that enables holistic financial planning

Start-up CEO on why there is a 'huge opportunity' for advisors to update the way they are working

How ESG has made strides during COVID-19

Year in review: Waratah Capital portfolio manager on how mandates have continued to gain momentum amid pandemic crisis

When will wealth firms go full throttle on AI?

Despite belief in technology's transformative potential, most organizations are stuck in testing mode, says Accenture

Features

Untapped opportunities

Mackenzie Global Small-Mid Cap Fund

The solution to our income needs isn't as scary as we think

Leader from Canadian Mortgages Inc on an investment vehicle that can solve your client's income woes, and how to explain it to them

How affluent clients can pass down a meaningful legacy

BMO wealth-planning expert weighs in on factors that inhibit conversations and tools that can foster a sense of values

People moves

Jordy Chilcott embraces fresh challenge at Wellington-Altus

Industry veteran tells WP he sees a bright future after sealing quick return to the fray following Sun Life Global Investments departure

Regulators

Advisor blames pressure to appear successful for $2.6 million swindle

Defendant faces lengthy prison term for using clients’ money to pay off mortgage, child support and $80,000 Tiffany & Co. bill

Make investors an urgent priority, advocate tells OSC

Regulator urged to ensure banning DSCs, empowering OBSI, and ensuring CFR implementation are top of the agenda

Magazine

Wealth Professional 8.10

Investments

Our longevity is down to attention to detail, says portfolio manager

Every day matters for successful fixed-income team, whose fund recently celebrated its 15th anniversary

How ESG has made strides during COVID-19

Year in review: Waratah Capital portfolio manager on how mandates have continued to gain momentum amid pandemic crisis

Sustainability focus will shape future of investing, says CFA Institute

New report highlights IDEAs set to push industry along path to sustainable investing

Over 1,000 ETFs now listed in Canada

Industry blows past 2019 inflow record with nearly $3 billion haul in November

Fears vaccine could impact Zoom growth a 'misconception'

Stock down 15% as virus treatment hopes rise but ETF giant says business model remains attractive