Advisors to investors caught with a sudden need for liquidity have several options
Advisors have been urged to hone their tax knowledge for clients, with the CRA throwing more auditors at the issue
MFDA concludes that Toronto rep solicited loans that gave rise to conflict of interest, which he failed to report
Canada’s central bank is bucking a global rate-cutting trend, but analysts think it should reconsider
Moves in long-bond prices and yields suggest a disproportionate degree of investor panic
A re-examination of three arguments against the bond-based vehicles reveals major misconceptions
July saw an uptick in launches as well as record flows into fixed-income ETF products
Portfolio manager at Canoe Financial believes people are overlooking index risks at their peril
Ahead of WP’s two Women in Wealth Management events, financial planner explains the skills that help build client relationships
The best thing advisors can do for bereaved clients is make the process of transferring assets stress-free and tax-efficient, writes Mike Connon
Global awareness is changing the game for commodities traders writes Michael Yeung, and it’s up to Canadian to leverage it to move beyond their home bias
Advisors who disregard the fundamentals of cryptocurrency do so at their own risk, writes Mike Connon
Pumping your own gas has a lot in common with the changes coming to the wealth management industry, writes Dave Chellew
With talk of a recession looming in the stock market, this is a good time to review a fundamental consideration of portfolio construction, namely downside protection
Diversification by spreading monies across multiple asset classes is the cornerstone of modern investment theory.
Fees have become a hot topic with increased transparency and pressure from low cost digital advice platforms
Cherry-picking is the practice of presenting the results of a study that best supports your argument, instead of reporting all the findings
WPC spotlights 50 men and women who are propelling Canada’s investment industry into the future
Wealth Professional Canada
