The firm has applied with regulators to launch three alternative funds in Canada
Franklin Templeton Multi-Asset Solutions advisor gives his verdict on equities and why portfolios are too heavily tied to growth asset risk
PEAK Financial Group delighted to arm its advisors with access to PTFs through NEO Connect
Research finds that industry consolidation has led to additional costs as firms fail to make the right choices
A dissecting analysis of inflows into socially responsible investing hints at a less radical shift in portfolios
The hype around the social media giant’s proposed foray is fading as questions come in from multiple sides
Experienced securities lawyer says lawmakers are working their way through complexities but that comfort with asset class some way off
Fixed income expert says asset class set to be low-returning for foreseeable future and warns against being lured into higher risk
For clients from the East, getting a handle on Canada’s wealth ecosystem is difficult without a guiding hand
Pumping your own gas has a lot in common with the changes coming to the wealth management industry, writes Dave Chellew
As market volatility looms, there might be no time like the present to buy gold, writes Michael Yeung
Being a great and effective leader is one of the hardest challenges to achieve in the world. How do we ensure that our leadership teams are set up for success?
Do you rush through your day from one crisis to another, answering as many emails as you can in the gaps between pointless meetings? You are not alone.
Cherry-picking is the practice of presenting the results of a study that best supports your argument, instead of reporting all the findings
Advisors looking for an edge in growing their practice might be interested in developing the "softer" side of investing
Overnight is when the real money is earned; not by trading during the day, but by resting peacefully at night
Being a financial advisor is challenging and there are many ways to burnout, especially if you are still in the process of building your support and exit plans
WPC spotlights 50 men and women who are propelling Canada’s investment industry into the future
Wealth Professional Canada
