News

Many Canadians ill-equipped to stop financial elder abuse

Survey from regulators reveals 91% of those with an older person in their life face perceived barriers to financial discussions

Why advisor is trying to net more professional hockey players

Pandemic gave Brett Cranson the chance to reassess his business – and he’s now pursuing a niche close to his heart

Don’t miss our upcoming event on alternative asset strategies

The latest event in our WP Advisor Connect – Spotlight Series will feature expert speakers and debates on the risks and opportunities in the space

Taking the lead in post-pandemic HNW networking

How advisors can take advantage of the re-opening and connect with HNW prospects

Features

How NEI ensures real commitment to net-zero carbon goal

Jamie Bonham, Director, Corporate Engagement, explains how active investing helps establish genuine intent and accountability

A new fund that responds to a growing global preoccupation

Manulife Investment Management's new fund seeks out climate and environmental leaders and is designed not only to help our planet but also potentially improve risk-return profiles

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus

People moves

Richardson Wealth names VP for practice growth

Newly created position affirms organization’s commitment to ‘multi-year transformation’ through advisor-centric culture

Regulators

Have financial benchmark costs gone too far?

Investment associations urge regulators to rein in complexity and steep pricing across market data landscape

WP Talk

Episode 6 - How to future proof your business

WP Talk chats with Krystian Urbanski, Senior Vice President of Digital Platforms Associate, Portfolio Manager at Forstrong Global, about how to streamline your practice to be more efficient and attract new clients

Magazine

Wealth Professional 9.04

Investments

Don’t miss our upcoming event on alternative asset strategies

The latest event in our WP Advisor Connect – Spotlight Series will feature expert speakers and debates on the risks and opportunities in the space

Is ESG outperformance in the eye of the rater?

Analysis shows top ESG scorers may lead or lag their counterparts, depending on who’s doing the measuring

The pressure's on for asset management transformation

Asset managers need technology to reshape product offerings and operational models, says report

Is biotech industry about to embark on a raging bull market?

Portfolio manager says pandemic has let the ‘genie out the bottle’ and believes fund allows investors to participate in substantial appreciation

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus