News

Can pot stocks weather the COVID-19 hurdle?

Leading observers weigh in on what the pandemic era might mean for Canada's fledgling industry

'This is a chance to help clients make their lives better'

Advisor explains how financial planning basics during quarantine can give people back a sense of control

Four rules for credit investing in these chaotic times

Portfolio manager says investment process and guiding principles must shape roadmap forward

Why tech vendors must start taking our user data seriously

Onboarding and portfolio management are being enhanced by apps and AI but at what cost?

Features

'Best opportunity of my career to put money to work'

Head of fixed income says state of real economy breaks his heart but that investors can take advantage of 'unreal valuations'

As COVID-19 weighs on marriages, what should business owners know?

Taking the right steps during divorce proceedings can mitigate risks to entrepreneurs’ most valuable asset

Super trend 2: Globalization in a post-virus world

The latest instalment in our seven-part series with Forstrong Global examines how COVID-19 pandemic has highlighted 'new patterns of connectedness'

People moves

Raymond James strengthens its Canadian equity research team

Investment dealer enhances diversified financials coverage with new managing director and equity analyst

Regulators

Advisor banned after borrowing $156,000 from elderly client

IIROC panel condemn respondent's conduct and lack of remorse for taking advantage of widowed senior

OSC announces $525,000 award to whistleblower

Company outsider rewarded for using industry expertise in finding irregularities

Magazine

Wealth Professional 8.03

Investments

Can pot stocks weather the COVID-19 hurdle?

Leading observers weigh in on what the pandemic era might mean for Canada's fledgling industry

Four rules for credit investing in these chaotic times

Portfolio manager says investment process and guiding principles must shape roadmap forward

Private capital funds may hide their woes

Industry's lack of transparency may keep investors in the dark on how they've been affected by COVID-19 stress

Fee reductions for certain Franklin Templeton ETFs

Lower fees announced for core balanced, emerging-market and global dividend strategies

'Best opportunity of my career to put money to work'

Head of fixed income says state of real economy breaks his heart but that investors can take advantage of 'unreal valuations'