News

BC lawyer misappropriated elderly client's trust funds, Law Society panel finds

BC lawyer misappropriated elderly client's trust funds, Law Society panel finds

A dementia diagnosis, a power of attorney, and a lawyer who benefited from both.

Advising clients in Canada’s most tariff-exposed city

Alynn Godfroy says that despite uncertainties and challenges for some clients, a commitment to save and invest remains in Windsor, On.

Advising clients in Canada’s most tariff-exposed city

Half of family offices lack a complete succession plan: report

Nearly a third worry that retirement will take key family leaders and staff out the door

Half of family offices lack a complete succession plan: report

CIRO panel bans Toronto mutual fund rep over non-cooperation

A $20,000 costs award trails the $50,000 fine after the Toronto rep skipped his own hearing

CIRO panel bans Toronto mutual fund rep over non-cooperation

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

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

Magazine

Wealth Professional 10.02

Investments

US long bond clears 5.6% for the first time since 2002

Traders now put better than 72% odds on another Fed hike in October

US long bond clears 5.6% for the first time since 2002

Single-country US ETFs surge as investors target AI, reform plays

US-listed single-country ETFs have pulled in over $26 billion year-to-date, more than four times their full-year 2025 haul, TD Securities data shows

Single-country US ETFs surge as investors target AI, reform plays

Weekend equity trading is coming - what advisors need to know

Bruce Markets, backed by Robinhood and PEAK6, plans to launch the first continuous weekend U.S. stock trading session, pending SEC review

Weekend equity trading is coming - what advisors need to know

Are Canadians selling their US assets for patriotism or profit?

The Marsh Global Asset Owner Barometer found Canadians disproportionately offloading their US holdings, but the reasons why might surprise

Are Canadians selling their US assets for patriotism or profit?

S&P 500 CEO pay hits $17.5M as equity awards reshape executive compensation

Shareholder support strengthens even as median pay rises 6% - but outlier awards draw intensifying scrutiny

S&P 500 CEO pay hits $17.5M as equity awards reshape executive compensation