News

OSC bans mutual fund redemption fees starting October 2026

OSC bans mutual fund redemption fees starting October 2026

What Canadian fund managers must stop charging investors this fall

Grocery bills stall education savings as half of parents skip RESPs: survey

Canadians turn to advisors first, but RESP knowledge trails TFSA familiarity

Grocery bills stall education savings as half of parents skip RESPs: survey

Bond market erases Treasury's buyback rally in under 24 hours

Deficits, inflation, and oil outrun a US$4 billion intervention as long-end yields climb again

Bond market erases Treasury's buyback rally in under 24 hours

Bitcoin jumps 12% in two days after Trump revives crypto bill push

The new act faces a Senate procedural vote on September 15 after stalling over ethics language

Bitcoin jumps 12% in two days after Trump revives crypto bill push
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Premium

Where generic AI quits, Focal AI builds for Canada

Where generic AI quits, Focal AI builds for Canada

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

Features

What today’s multifamily market is really telling investors

What today’s multifamily market is really telling investors

Pier 4 on separating sentiment from fundamentals, finding opportunity in secondary markets and evaluating private REITs

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

Advisor Intel

By Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur
By Michael Connon Recognizing a True Professional
Michael Connon
By Michael Connon To be a great advisor, you cannot care about money
Michael Connon
By Chris Arthur Structure beats price when selling your practice
Chris Arthur

Resources

Service that goes beyond investments

Service that goes beyond investments

Service that goes beyond investments

How an alts platform won a technology award

Industry news

How an alts platform won a technology award

Inside an advisor-specific AI tool

Industry news

Inside an advisor-specific AI tool

An alternatives strategy for an ultra high net worth practice

Industry news

An alternatives strategy for an ultra high net worth practice

Magazine

Wealth Professional 10.02
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Investments

Bond market erases Treasury's buyback rally in under 24 hours

Deficits, inflation, and oil outrun a US$4 billion intervention as long-end yields climb again

Bond market erases Treasury's buyback rally in under 24 hours

Franklin Templeton sees S&P 500 as high as 7,800, beating consensus

Firm’s survey suggests above-consensus US growth and a strong year-end for leading equities index.

Franklin Templeton sees S&P 500 as high as 7,800, beating consensus

Canada lends $500 billion to a private credit boom it never joined at home

Non-bank loans have held at 15% of Canadian business funding for a decade

Canada lends $500 billion to a private credit boom it never joined at home

Private markets convergence is reshaping how advisors build portfolios

CAIS partner Brad Walker on AI-powered tools, alternative allocations and the future of integrated portfolio construction.

Private markets convergence is reshaping how advisors build portfolios

Toronto asset manager sells its Australian fund arm for a bigger stake in a growth partner

The Melbourne buyer will fold the distribution team into its own operations after closing

Toronto asset manager sells its Australian fund arm for a bigger stake in a growth partner