News

As Bitcoin breaks records again, advisor makes the case for education

As Bitcoin breaks records again, advisor makes the case for education

Understanding the value drivers behind Bitcoin can help advisors guide their clients through hype and speculation towards opportunities

CIRO's 2024 report: a roadmap for compliance

CIRO unveils a guide for Member Firms to navigate regulatory demands, ensuring market integrity

CIRO's 2024 report: a roadmap for compliance

Q Wealth Partners named Canadian ambassadors for Future Proof 2024

Partnering again with Advisor Circle, Q Wealth gears up for an impactful Future Proof Festival

Q Wealth Partners named Canadian ambassadors for Future Proof 2024

Last chance to be named a 5-Star Wealth Management Firm

Entries for Wealth Professional Canada 5-Star Wealth Management Firms 2024 showcase ends this week

Last chance to be named a 5-Star Wealth Management Firm

Premium

From volatility to victory: Looking forward to a year of gains for bonds

Franklin Templeton’s director of fixed income Tom O’Gorman details how bonds emerge stronger

Features

Scaling new heights: Avenue Living's strategy for sustainable growth

How CFO Marina Post helped take Avenue Living from $1 billion to nearly $6 billion AUM

Partnership philosophy key to Q Wealth Partners and Arca Financial Group joining forces

"Our decision to join Q Wealth was driven by our strong commitment to be part of building something special, while retaining the most important benefits of independence," says Arca founder

People moves

Hazelview appoints former TDAM leader as executive chairman

Industry veteran has joined the firm in an advisory role

Regulators

Fortrade fined $2 million by CIRO, agrees to $6 million fund for claims

Order execution only firm sanctioned for recommendations and record-keeping failures

Magazine

Wealth Professional 10.02

Investments

As Bitcoin breaks records again, advisor makes the case for education

Understanding the value drivers behind Bitcoin can help advisors guide their clients through hype and speculation towards opportunities

As Bitcoin breaks records again, advisor makes the case for education

CIRO's 2024 report: a roadmap for compliance

CIRO unveils a guide for Member Firms to navigate regulatory demands, ensuring market integrity

CIRO's 2024 report: a roadmap for compliance

CSA supports new sustainability standards

CSA backs CSSB's launch of sustainability disclosure standards, seeking public input

CSA supports new sustainability standards

Canadian households' net worth gained $290 billion in Q4 2023

But home values offset strong performance from equities and bonds

Canadian households' net worth gained $290 billion in Q4 2023

Financial sector has faced 'death by 1 million cuts' from cybercriminals

BlackBerry report warns financial institutions are under increased pressure

Financial sector has faced 'death by 1 million cuts' from cybercriminals