News

TD Waterhouse can't get its client data back any faster

TD Waterhouse can't get its client data back any faster

180 million images, 67,000 backup disks, and a vendor TD couldn't rein in

Alberta court refuses to fast-track advisor's fight over Scotiabank deal payout

Twenty years as partners. Then the back end of a $5.9M sale tore them apart.

Alberta court refuses to fast-track advisor's fight over Scotiabank deal payout

What advisors need to tell clients as Canada slips into recession

CIO says it’s bad news, but that a focus on labels may not be very helpful

What advisors need to tell clients as Canada slips into recession

Canada entered a technical recession in Q1

After whipsaw reports through 2025, Q1 reporting from Statistics Canada meets the definition of recession

Canada entered a technical recession in Q1
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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

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice

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

Advisor Intel

By Evan Riddell Retirement isn't a number. It's a system that must hold up over time
Evan Riddell
By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals
Michael Connon
By Michael Connon Why succession planning in wealth management is redefining the advisor-client relationship
Michael Connon
By Chris Arthur March Madness, Stock Market Edition!
Chris Arthur

Resources

Retirement plans that go deeper

Retirement plans that go deeper

Retirement plans that go deeper

Defining success in a high net worth practice

Industry news

Defining success in a high net worth practice

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

Industry news

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

The Hidden Work Around Financial Advice: How AI Is Reshaping Advisor Capacity and Workflow

Industry news

The Hidden Work Around Financial Advice: How AI Is Reshaping Advisor Capacity and Workflow

Magazine

Wealth Professional 10.02
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Investments

Why a 40-year-old institutional manager is launching mutual funds

Letko Brosseau is targeting the retail advisor channel, expecting their research quality and active management will set them apart

Why a 40-year-old institutional manager is launching mutual funds

Canadian asset manager files first SpaceX ETF before the company goes public

Space ETFs top US$3.3 billion in assets as funds trim holdings ahead of SpaceX's debut

Canadian asset manager files first SpaceX ETF before the company goes public

Private Shares Fund PM, co-creator reveals where private capital is moving ahead of IPO wave

SpaceX anchors $1.16B vehicle as secondary market signals point to 2026 listings

Private Shares Fund PM, co-creator reveals where private capital is moving ahead of IPO wave

Chipmakers are minting trillion-dollar valuations faster than ever before

Three memory chipmakers now rank among the world's most valuable companies

Chipmakers are minting trillion-dollar valuations faster than ever before

What’s making international, emerging markets more attractive now?

Chief Market Strategist highlights macro factors, notes global exposures to AI mega trend

What’s making international, emerging markets more attractive now?