News

CIRO bars BC advisor who impersonated a client to mortgage his home

CIRO bars BC advisor who impersonated a client to mortgage his home

Panel fines him $500,000 and orders $442,030 in disgorgement over forged transfers and loans

Advisors ask Ottawa to raise the RRSP contribution age to 75

Budget 2026 lands seven days after the Bank of Canada’s first rate hike in more than three years

Advisors ask Ottawa to raise the RRSP contribution age to 75

Wall Street rallies the day after Democrats take both chambers

Investors split the AI trade as data centre operators slide and megacaps climb

Wall Street rallies the day after Democrats take both chambers

Shopify shares drop after first revenue miss in four years

Canadian-listed stock sank as much as 17% as subscription sales trailed estimates

Shopify shares drop after first revenue miss in four years
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Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

Features

From data overload to better advice: the opportunity for wealth management

From data overload to better advice: the opportunity for wealth management

Croesus’s Brian O’Reilly explains how investment advisors can turn wealth data into actionable intelligence, improve productivity and deliver more relevant client advice

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 Darren Ryan What building a physician practice taught me about advisor trust
Darren Ryan
By Michael Connon Online gambling is not investing, and family wealth is paying for it
Michael Connon
By Dianne C. White Scaling a wealth management firm as founders and key staff retire
Dianne C. White
By Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad

Resources

What makes a rising star?

What makes a rising star?

What makes a rising star?

Clients Don't Want AI. They Want a Human With Time and Knowledge

Industry news

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Magazine

Wealth Professional 10.02
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Investments

Canadian investors own alternatives but don't understand them, survey finds

Franklin Templeton survey of 700 Canadian investors exposes a sharp gap between alternatives ownership and investor understanding

Canadian investors own alternatives but don't understand them, survey finds

Canadian and US ETF markets diverge in October on rate and flow trends

Canadian investors chased U.S. equities despite domestic outperformance, while corporate bonds overtook aggregates as fixed income's new leader

Canadian and US ETF markets diverge in October on rate and flow trends

Blue sweep rattles the AI trade from Tokyo to Wall Street

Bonds rallied and SoftBank shed as much as 10% as data centre oversight fears took hold

Blue sweep rattles the AI trade from Tokyo to Wall Street

US midterm results: what Canadian advisors need to know

Democrats swept Congress Tuesday - here is what the blue wave means for Canadian wealth managers and their clients' portfolios

US midterm results: what Canadian advisors need to know

Apple shares fell 4% during its fourth-quarter earnings call

December-quarter gross margin is guided to 45 to 46%, down from 47.9% in the quarter just reported

Apple shares fell 4% during its fourth-quarter earnings call