News

Purpose gets green light for world’s first Ether ETF

Firm behind pioneering bitcoin ETF announces first-ever ETF directly in physically settled Ether tokens

Former Vanguard Canada CEO pops cork on new venture

Atul Tiwari on his passion for fine wine and why new office offers a compelling alternative investment opportunity

A new investment phenomenon? NFTs explained

What are they and how do they work? And are the prices 'borderline insanity' as one advisor believes?

Why taxpayers should fortify their online defence this season

Cybersecurity expert speaks out on 'perfect storm' of online risks, and how Canadians can protect themselves

Features

How client-focused reforms aim to improve quality of advice

Ian Tam, of Morningstar, guides WP through the key themes of the CSA's regulatory changes

An insurance strategy that can maximize a client’s estate

HomeEquity Bank explains how it can integrate its CHIP Reverse Mortgage to provide a potentially life-changing solution

Taking true wealth advice to the masses

Tech platform firm Agora Dealer Services is on a mission to help small independent dealers go toe-to-toe against larger firms

People moves

Mackenzie welcomes veteran to lead new ESG boutique

Firm deepens commitment to innovative sustainable investment solutions with latest hire

Regulators

Time for OSC leadership on senior protection, says advocate

Securities regulator urged to move forward with full-throated declaration on DSC restrictions

WP Talk

Episode 5 – The story behind the world's first Bitcoin ETF

WP Talk sits down with Som Seif, CEO and founder of Purpose Investments, to discuss the challenges in getting the product to market and how he went from cynic to crypto believer

Magazine

Wealth Professional 9.03

Investments

Purpose gets green light for world’s first Ether ETF

Firm behind pioneering bitcoin ETF announces first-ever ETF directly in physically settled Ether tokens

Former Vanguard Canada CEO pops cork on new venture

Atul Tiwari on his passion for fine wine and why new office offers a compelling alternative investment opportunity

A new investment phenomenon? NFTs explained

What are they and how do they work? And are the prices 'borderline insanity' as one advisor believes?

Conquest Planning inks key partnerships

Financial-planning platform firm looks to enhance tech capabilities, expand service to advisors with new collaborations

Improving your 'Agility' with Croesus

With the use of 'Agility', Croesus identifies the best ideas from all levels of the organization, creating a more fruitful workplace