News

RBC GAM taps pension veteran to lead private markets expansion

RBC GAM taps pension veteran to lead private markets expansion

Brandon Gill New brings 25 years of investment experience from AIMCo and Ontario Teachers’ to the newly created role

Manulife launches AI assistant for advisor underwriting queries

Life, critical illness and Synergy covered first, with the AI tool drawing on Manulife handbooks

Manulife launches AI assistant for advisor underwriting queries

Trump-ordered review names BMO and TD in US debanking report

The US regulator faults reputation risk policies after sifting 420,000 pages at nine lenders

Trump-ordered review names BMO and TD in US debanking report

IMF scenario puts US equities 20% lower if AI gains stall

The IMF lifted 2026 global growth to 3.1% as 32 economies now drive 95% of it

IMF scenario puts US equities 20% lower if AI gains stall

Premium

Canadian investors demand human oversight as AI enters the advice equation

Canadian investors demand human oversight as AI enters the advice equation

New RIA research reveals investor discomfort with AI-driven decisions - and strong appetite for energy security and critical minerals

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

A webinar with Focal AI founder John Connell on moving AI from pilot to firm-wide advisor capacity, without running afoul of Canadian privacy rules

Magazine

Wealth Professional 10.02

Investments

US inflation beat every forecast on the board

Treasury yields spiked, then reversed, as Wall Street logged its worst day since July

US inflation beat every forecast on the board

Platform Financial enters Alberta with two leadership hires

Toronto-based advisory firm adds a managing partner in Calgary and a national insurance planning director as it pushes west

Platform Financial enters Alberta with two leadership hires

Canadian housing market treads water as trade uncertainty sidelines buyers

Trade tensions, rate anxiety and shifting buyer strategies are reshaping Canada's housing landscape in the third quarter of 2026

Canadian housing market treads water as trade uncertainty sidelines buyers

Six in 10 advisors turn more bullish on Canada: poll

Fidelity’s latest poll reveals four in 10 point to new economic policy direction as the main reason for the shift

Six in 10 advisors turn more bullish on Canada: poll

NEI Investments pairs Vanguard equity ETFs with its own active bond mandates

Vanguard ETFs form the equity core, while NEI keeps every investment decision on the portfolios

NEI Investments pairs Vanguard equity ETFs with its own active bond mandates