News

Why charitable giving is missing from many Canadians’ estate plans?

Why charitable giving is missing from many Canadians’ estate plans?

There’s an estate planning gap that widens when the subject of charitable giving comes into play, despite the benefits that philanthropy planning can offer

The Bank of Canada can’t have its cake and eat it too, economists say

A weak economy and rising oil keep the bank on hold, with its next move still up for grabs

The Bank of Canada can’t have its cake and eat it too, economists say

"We don't need anything that Canada has," Trump says of CUSMA

CUSMA still shields 90 percent of Canadian exports and runs another decade, lawyers note

"We don't need anything that Canada has," Trump says of CUSMA

Big six bank bets big on US growth after landing SpaceX and Alphabet roles

AI won't replace junior bankers, RBC insists, as it ramps up its grad hiring

Big six bank bets big on US growth after landing SpaceX and Alphabet roles

Premium

How Canadian advisors are compliantly deploying AI

How Canadian advisors are compliantly deploying AI

Focal, Harbourfront on AI: compliance, ROI, workflow as it scales beyond notes into automation

Features

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

AI is not a feature: Why wealth management has 36 months to rethink itself

AI is not a feature: Why wealth management has 36 months to rethink itself

Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being displaced by Big Tech

Magazine

Wealth Professional 10.02

Investments

Tech giant raises $14 billion in Canada's largest corporate bond sale

Investors placed $28 billion in orders for the $14 billion deal

Tech giant raises $14 billion in Canada's largest corporate bond sale

Investors pull back on alternatives as knowledge grows, survey finds

More awareness of risk is translating into smaller intended allocations, with millennials leading the retreat

Investors pull back on alternatives as knowledge grows, survey finds

RBC Capital Markets secures first-of-its-kind Korean won trading access for a Canadian bank

The registration lets clients execute KRW transactions onshore through a single relationship, cutting out local intermediaries

RBC Capital Markets secures first-of-its-kind Korean won trading access for a Canadian bank

Bank of Canada makes interest rate decision

Inflation continues to climb, but economic weakness weighs on the BoC as well

Bank of Canada makes interest rate decision

How the AI trend might correct violently over high costs

Robert Almeida of MFS Investment Management explains why the AI theme could correct in a high-cost environment

How the AI trend might correct violently over high costs