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WealthBar targets growth in maturing robo market The Frontline
Shakepay Change shrugs off Bitcoin woes to launch Market talk
CFIB urges finance ministers to delay, reject new taxes Market talk
CRA's new weapon a 'game-changer' for tax dodgers Market talk

Featured content

How do Canadians react to sudden riches?
A study looks at how people’s financial priorities and goals change in light of a sudden windfall
What makes an ETF winner?
In today’s cluttered market, a first-mover advantage is no longer enough to guarantee success over rivals
Increase in Canadian bankruptcies as interest rates bite
Largest rise in two years
Canada’s tax system is easiest among G7 says PwC
But large businesses burden may affect competitiveness
Vanguard bullish after 'disrupting' active space
Head of product reflects on why 2018 represented a natural evolution for the company
How Canadian economy will be shaped by 'triple C' threat
Firm's outlook explains why 2019 is a pivotal year for country
Investor advocate wants banks’ internal ombudsman gone
He argues the current complaint-resolution process for retail investors is being dragged beyond a crucial deadline
When expenses from a defunct business are still tax-deductible
Expenses from former businesses generally don’t get relief, but a recent tax court ruling shows an exception
Brace for fintech war against banks, wealth managers told
The ongoing evolution of technology, along with emerging regulations around data, may be the flashpoint for competition

Business Strategy Is too much flexibility killing productivity?
Are your employees taking a flexible work policy too far? Anna O’Dea offers some tips for getting productivity back without taking away a desirable benefit
Opinion Advising across generations
Providing holistic advice requires being able to speak candidly to all members of a family, writes Jamie Suprun
Business Strategy Creating a culture where innovation thrives
What does it take to embed a culture of innovation in an organization? Amanda Imber examines three key drivers
Business Strategy Transform your culture with these three simple steps
It’s about the actions you take as a business and putting your money where your mouth is in terms of reflecting how your team feels

Industry news

Provisus Wealth Management Bursting the High Volatility Bubble

2018 definitely feels volatile, but that may be due to how tame and placid 2017 was in comparison.

Provisus Wealth Management To help seniors we need to protect them

As our country gets older, it is going to put greater demands on a number of services including health, housing and support care for the elderly

Broadridge From traditional advisor to digital powerhouse in five steps

For advisors looking to improve their use of digital tools like AI, a recent report on harnessing data and technology to drive business, offers five steps to evolving from tech laggard to digital powerhouse

Provisus Wealth Management Playing it safe is risky

In the investment world it is very hard to foresee outcomes beforehand, so the final results can sometimes be surprising

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Wealth Professional 6.09

Wealth Professional Canada caught up with nine of Canada’s leading advisory teams to find out what has made them so successful

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