News

Report: Billions of financial accounts at risk from stolen passwords

Latest research shows rise in the trade of usernames and passwords as criminals get more adept at stealing information

Think you're meeting enough with clients? They don't agree

Survey shows a perception gap between FAs and clients on the frequency of planning discussions

A rocky recovery expected for the rest of 2020

Midyear outlook from AGF lays out equity and fixed-income market expectations as the global economy drags itself upright

Why wealth firms' talent struggles could turn on investment in tech

JD Power survey suggests financial advisors' satisfaction depends on ensuring systems address their needs

Features

Institutional level diversification in private debt

Asset manager explains how they created a truly diversified solution for HNW investors, offering institutional quality exposure to niche private debt strategies

Building something special

Frank Mauro tells WP how his entrepreneurial spirit and time-tested value approach have fuelled Wellington-Altus' rise to $10 billion in AUM

Looking out for the little guy

When Lisa Langley founded Emerge Capital Management, her mission was to service smaller managers with strong performance and compelling stories who had been neglected. Today, she's bringing that same approach to Emerge Canada

People moves

Capital Group appoints global ESG head

20-year veteran will lead efforts to further incorporate ESG approach into company's investment process

Regulators

FAIR Canada backs OSC's DSC proposals

Investor advocate group reiterates past calls for reform, urges changes for better client protection

Vanguard Canada backs DSC ban

Investment firm shares comments on CSA initiative, along with supportive findings from other markets

Magazine

Wealth Professional 8.06

Investments

Canadian ETF inflows reach $4bn in June

Latest figures show industry on pace for record as first half of 2020 sees largest inflows in a decade

Winning bond investors have a decision to make

Investors who've seen their bond securities balloon in value have to weigh multiple issues

Morningstar finalizes acquisition of Sustainalytics

Deal promises to empower investors with ESG insights to personalize portfolios across asset classes

Vanguard Canada backs DSC ban

Investment firm shares comments on CSA initiative, along with supportive findings from other markets

Inside Wealthsimple's SRI funds

Robo-advisor's CIO explains why they're launching their own funds and outlines the strategies at work in them