Financial Advice & Planning News & Resources

PM: Human touch is industry’s saviour

The Frontline

Three reasons to nominate for the Wealth Professional Awards Market talk
Montreal man loses inheritance in online investment fraud Market talk
Why 2019 is set to be another interesting year Market talk
Horizons ETFs expands total return index suite ETFs

Featured content

New partnership to help Canadians with tax-time financial decisions
Leading digital investing firm teams up with top online tax-filing service to provide a useful optimization tool
Ambitious Planswell goes global with $4 million boost
CEO Eric Arnold talks about how he is poised to take online financial planner into 12 countries across Europe, Asia and Latin America
Is Alibaba the Apple of the Far East?
Advisor explains how trade war has shaken loose value and made the markets fun again
Canadian advisors, investors split on stocks in Q1 2019
In the wake of 2018’s last-quarter volatility, bearish sentiment has increased on nearly all asset classes
Even more Canadians consumed with consumer-debt issues
A new poll shows rising concerns about interest rates, personal finances, and the potential impact of life-changing events
More Quebecers saving money, diversifying investments
A new survey reveals variation in savings goals depending on priorities per age group
Firms launch portfolio solutions
Two firms are each offering a suite of goals-based solutions to meet a variety of investor objectives
4 in 10 Canadians think the economy will be worse this year
Older age group more pessimistic FPSC poll reveals
What’s good for the world can be good for investors
Sustainable corporate performance suggests better returns

Opinion Sinking into FAANGs
Everyone loves a tale of rapid market gains, but these headlines often miss the real story, writes Kimberley Short
Business Strategy Busy is not a badge of honor
Being busy isn't the same as doing meaningful work. Brian de Haaff explains how to do less of the former and more of the latter
Business Strategy Change your life with deliberate elimination
Aytekin Tank explains how paring down to just the essentials can transform both the way you do business and the way you live your life
Business Strategy Stop that 80-hour hustle
Starting your own business isn't easy - but it also doesn't have to involve endless hours of work. Aytekin Tank explains how and why to cut back

Industry news

Broadridge Legacy technology seen as biggest hurdle to digital transformation

AI will have the biggest effect

Broadridge The next-generation wealth advisor: harnessing data and technology to drive business

A roadmap and business case for wealth advisors looking to both realign and digitally transform their practices

Provisus Wealth Management Balancing risk & reward

When attempting to achieve higher returns, there are “no guarantees” except that you will be taking greater risks

Provisus Wealth Management Contentment or complacency?

The advisory industry is experiencing stable levels of profitability and continues to grow but at a rate slower than five years ago. This slowing will require changes in how firms are managed in order to build their bottom line

Current issue

Wealth Professional 7.01

This year’s crop of the most successful advisors in Canada includes both perennial favourites and fresh faces. Discover who earned the coveted honour

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