News

AGF’s new CIO is “not looking to sit still”

AGF’s new CIO is “not looking to sit still”

John Porter joins the firm, walking a tightrope between driving change and preserving what works

Retail investors can now buy Canadian and US IPOs at offering price

Two major brokerages open IPO access as SpaceX's listing draws record investor appetite

Retail investors can now buy Canadian and US IPOs at offering price

Wall Street notches its longest winning streak since 2023 despite conflict and inflation fears

Inflation, an unresolved conflict, and bubble warnings could not stop May's record run

Wall Street notches its longest winning streak since 2023 despite conflict and inflation fears

Bay Street's next big trade could be in tanks and radar

Ottawa's $500 billion defence bet is looking for private capital to close the gap

Bay Street's next big trade could be in tanks and radar
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Premium

How Canadian advisors are compliantly deploying AI

How Canadian advisors are compliantly deploying AI

Focal, Harbourfront on AI: compliance, ROI, workflow as it scales beyond notes into automation

Features

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice

AI is not a feature: Why wealth management has 36 months to rethink itself

AI is not a feature: Why wealth management has 36 months to rethink itself

Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being displaced by Big Tech

Advisor Intel

By Evan Riddell Retirement isn't a number. It's a system that must hold up over time
Evan Riddell
By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals
Michael Connon
By Michael Connon Why succession planning in wealth management is redefining the advisor-client relationship
Michael Connon
By Chris Arthur March Madness, Stock Market Edition!
Chris Arthur

Resources

Retirement plans that go deeper

Retirement plans that go deeper

Retirement plans that go deeper

Defining success in a high net worth practice

Industry news

Defining success in a high net worth practice

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

Industry news

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

The Hidden Work Around Financial Advice: How AI Is Reshaping Advisor Capacity and Workflow

Industry news

The Hidden Work Around Financial Advice: How AI Is Reshaping Advisor Capacity and Workflow

Magazine

Wealth Professional 10.02
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Investments

Retail investors can now buy Canadian and US IPOs at offering price

Two major brokerages open IPO access as SpaceX's listing draws record investor appetite

Retail investors can now buy Canadian and US IPOs at offering price

Wall Street notches its longest winning streak since 2023 despite conflict and inflation fears

Inflation, an unresolved conflict, and bubble warnings could not stop May's record run

Wall Street notches its longest winning streak since 2023 despite conflict and inflation fears

Bay Street's next big trade could be in tanks and radar

Ottawa's $500 billion defence bet is looking for private capital to close the gap

Bay Street's next big trade could be in tanks and radar

Has North America’s annuities market peaked? Allianz releases updated insurance analysis

New data also shows health premiums surging at fastest pace since 2014 as retirement and medical demand reshape protection landscape

Has North America’s annuities market peaked? Allianz releases updated insurance analysis

The ETF industry is booming. So why are half its professionals still feeling shortchanged?

Trading professionals command near $60K more than any other role as operations staff fall further behind

The ETF industry is booming. So why are half its professionals still feeling shortchanged?