News

BC court keeps funds frozen in film producer's US$1.59M debt fight

BC court keeps funds frozen in film producer's US$1.59M debt fight

A 'liquidated sum' fight - and a CRA tax-credit hint - kept the freeze in place

New federal privacy bill exposes wealth firms to steep data fines

The fine ceiling climbs to 5% of global revenue - and clients get a new way to sue

New federal privacy bill exposes wealth firms to steep data fines

US Federal Reserve makes its first interest rate decision under Warsh

New Fed Chair has called for cuts and a communications overhaul

US Federal Reserve makes its first interest rate decision under Warsh

For all the talk of succession planning, stats say the industry is falling short

Despite an overriding focus on client care, IG Wealth Management found huge gaps in succession plans for financial advisors

For all the talk of succession planning, stats say the industry is falling short

Premium

Designing insurance for the real advisor

Designing insurance for the real advisor

BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change

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

Dow tops 52,000 as chip selloff splits markets

Semiconductor stocks suffer their steepest pullback in months

Dow tops 52,000 as chip selloff splits markets

Canada's luxury housing demand spreads beyond Toronto and Vancouver

REMAX Canada report shows Edmonton, Saskatoon and Ottawa posting strongest year-over-year gains.

Canada's luxury housing demand spreads beyond Toronto and Vancouver

AI rally papers over a fragile market as old hedges stop working

Few stocks drive the record highs while rising bond correlations erode portfolio protection

AI rally papers over a fragile market as old hedges stop working

AI rally papers over a fragile market as old hedges stop working

Few stocks drive the record highs while rising bond correlations erode portfolio protection

AI rally papers over a fragile market as old hedges stop working

Foreign investors pour record sums into Canadian government bonds

Net inflows hit $58.3bn as Canadians pull back from US Treasuries amid shifting allocations

Foreign investors pour record sums into Canadian government bonds