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OSC's amended rule changes what intermediaries must disclose on proxy forms

Here's what changes under the OSC's new SEDAR+ notice model

Deficits, AI debt, and a renewed Middle East conflict pushed borrowing costs up together

Economic uncertainty has some clients wondering if the next generation can enjoy the prosperity they once had, Gene Kim helps them find answers

Focal AI goes all-in on Canadian compliance, tools, and workflows, giving advisors back over 10 hours a week

Harvest ETFs built its latest ETF to give investors access to international companies and the liquidity needed to support a covered call strategy

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

By Chris Arthur Don't wait for CIRO's IAP to sell your practice

By Michael Connon Recognizing a True Professional

By Michael Connon To be a great advisor, you cannot care about money

By Chris Arthur Structure beats price when selling your practice

Industry news

Industry news

Wealth Professional 10.02

By David Kitai Sep 01, 2026 Fixed Income

With so much uncertainty out there, experts point out where investors can look for guidance

By Steve Randall Sep 01, 2026 Life and health insurance

A new report finds one in four Canadians still doubts their family would be financially secure if they died unexpectedly

By David Kitai Aug 31, 2026 ETFs

Calling the IPO the “anti-Robin Hood” Craig Basinger says that asset flows can be a useful metric for advisors to watch

By Steve Randall Aug 31, 2026 Fixed Income

Strong Q2 growth of 3.3% and broad economic gains leave the Bank of Canada on hold, even as trade war risks cloud the third quarter

By Steve Randall Aug 31, 2026 Life and health insurance

Insurance brokerage and consulting firm was a major investment for La Caisse in 2017