News

Ontario appeal court revives settling investors' claim to $11.3 million

Ontario appeal court revives settling investors' claim to $11.3 million

A resulting trust claim revived years after settling out of court.

Amid market shifts, rule changes passive ETFs are becoming more active

Bipan Rai explains how shifts in market cap weights and index rules mean advisors need to watch index providers more closely

Amid market shifts, rule changes passive ETFs are becoming more active

Lovett-Reid: Today is tariff day. What does it mean for your clients?

Outlining where Canadians will be feeling the effects of a trade war most acutely

Lovett-Reid: Today is tariff day. What does it mean for your clients?

IG Wealth Management hands its core portfolios to a global asset manager

Goldman Sachs Asset Management takes over five IG funds and adds its own flagship strategies

IG Wealth Management hands its core portfolios to a global asset manager

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

The case for international equities is changing in ways that go beyond diversification

The case for international equities is changing in ways that go beyond diversification

Harvest ETFs built its latest ETF to give investors access to international companies and the liquidity needed to support a covered call strategy

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

A European wealth fund proposes cutting US Treasuries by nearly US$80 billion

Government debt across all issuers would fall to 50% of the bond index from 70%

A European wealth fund proposes cutting US Treasuries by nearly US$80 billion

Lululemon stock closes 19.5% lower at an eight-year low

New CEO inherits a second guidance cut, a shrinking market share, and an impatient board

Lululemon stock closes 19.5% lower at an eight-year low

Global shipping fragmentation poses growing portfolio risk

A coalition of 18 governments warns that global supply chains and energy markets are under pressure from the fragmentation of global shipping

Global shipping fragmentation poses growing portfolio risk

Goldman's $120 oil scenario puts advisor portfolios on alert

Goldman Sachs raises its crude forecasts and warns of a $120 barrel as Middle East shipping attacks threaten global energy supply

Goldman's $120 oil scenario puts advisor portfolios on alert

Canada hits back on US tariffs raising portfolio risks

Ottawa's dollar-for-dollar retaliation hits hundreds of US product lines as advisers face mounting client questions on exposure

Canada hits back on US tariffs raising portfolio risks