News

Supreme Court faults BNY Mellon for withholding evidence, orders damages redo

Supreme Court faults BNY Mellon for withholding evidence, orders damages redo

The world's largest custody bank refused to hand over its records. The country's top court noticed.

No records, no defence: crypto investor ordered to repay $3,000

A "Weekend Club" crypto pact fell apart - and one missing document decided it.

No records, no defence: crypto investor ordered to repay $3,000

KPMG agrees to settle its part of Canopy Growth securities case

The audit report is the question now - and Canopy investors have a deadline.

KPMG agrees to settle its part of Canopy Growth securities case

Big Tech's AI spending clouds the earnings picture

"The scale of it is nuts" as Big Tech pours US$1.5 trillion into AI

Big Tech's AI spending clouds the earnings picture
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Premium

Better tools free advisors to be more human

Better tools free advisors to be more human

Beneva on digital tools reducing administrative friction, giving advisors more time for clients

Features

Why advisors really leave — and what firms keep getting wrong about recruitment

Why advisors really leave — and what firms keep getting wrong about recruitment

Croesus's Sanjay Kulkarni on the real triggers behind advisor movement, and why compensation is rarely the deciding factor

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

Advisor Intel

By Michael Connon To be a great advisor, you cannot care about money
Michael Connon
By Chris Arthur Structure beats price when selling your practice
Chris Arthur
By Evan Riddell Retirement isn't a savings target - it's a coordinated income plan
Evan Riddell
By Chris Arthur IPOs - The Before and the After
Chris Arthur

Resources

Hearing directly from a 5-star team

Hearing directly from a 5-star team

Hearing directly from a 5-star team

Connecting the dots for HNW clients

Industry news

Connecting the dots for HNW clients

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

Industry news

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

Industry news

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

Magazine

Wealth Professional 10.02
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Investments

Big Tech's AI spending clouds the earnings picture

"The scale of it is nuts" as Big Tech pours US$1.5 trillion into AI

Big Tech's AI spending clouds the earnings picture

What another Fed hold, with hawkish dissent, tells us about US fixed income

The decision to keep rates steady may hold the seeds of a hike in September, says Michael Greenberg

What another Fed hold, with hawkish dissent, tells us about US fixed income

Regulators set ground rules for selling foreign-listed ETFs in Canada

Foreign funds now hold a quarter of retail ETF assets, and regulators are setting expectations

Regulators set ground rules for selling foreign-listed ETFs in Canada

Partial annuitization beats the 4% rule, new research finds

New research tests 10,000 market scenarios and finds a hybrid annuity-withdrawal strategy consistently outperforms pure approaches for retirees

Partial annuitization beats the 4% rule, new research finds

Luxury home sales surge as starter market stalls across the US

New Zillow and Case-Shiller data reveal a housing market fracturing along wealth lines, with record gains at the top

Luxury home sales surge as starter market stalls across the US