News

'I despise Zoom calls … they miss that personal touch'

'I despise Zoom calls … they miss that personal touch'

Advisor harvests winning formula in agricultural hotbed

Revealed: Wealth Professional’s 2023 5-Star Advisors for Ontario

Canada's most populous province shines with 32 pre-eminent advisors raising the bar

Revealed: Wealth Professional’s 2023 5-Star Advisors for Ontario

Women own most luxury property among under 35s, report finds

Report says there has been a "significant shift" in gender distribution among younger luxury home owners

Women own most luxury property among under 35s, report finds

BDO: How Canadians are coping with rising prices, or not

BDO report highlights how people are cutting back on spending amid ongoing affordability challenges

BDO: How Canadians are coping with rising prices, or not

Premium

Canada Life's simple solution for a lasting legacy

My Par Gift introduces an insurance product with a single premium payment designed for charitable giving

Features

CLG provides tailored loans for expanding independent advisors

Tyler Wilson says Care Lending Group's customized financing is helping to level the playing field with bigger banks in the quest to buy an advisor's book

Are feelings the key to connecting with Gen Z clients?

Financial therapist says younger Canadians focusing more on emotional relationships with money

People moves

Fiera Capital announces new EMEA CEO

Appointment aims to improve cooperation among investment teams

Regulators

Conflicts of interest failures common, says BCSC

Report highlights concerns over referral agreements, compensation practices, and gifts

Magazine

Wealth Professional 10.02

Investments

Regulation business has become a growth industry, warns advisor

Experienced professional speaks out against industry 'bad apples', argues fee models adequately address risks to investors

Regulation business has become a growth industry, warns advisor

Fidelity Investments Canada launches new ETFs

All-in-one ETFs listed on Cboe Canada exchange

Fidelity Investments Canada launches new ETFs

Inflation debunked: economist reveals why rate hikes aren't the issue

Other crucial factors seen as main causes of inflation

Inflation debunked: economist reveals why rate hikes aren't the issue

How one financial planner is helping her clients take stock

From balancing debt against investments to broadening retirement conversations, advisor sheds light on prevailing priorities

How one financial planner is helping her clients take stock

Debt-ceiling crisis may get resolved but not solved

Banking crisis bigger concern than debt-ceiling crisis for cross-border clients, says PM

Debt-ceiling crisis may get resolved but not solved