News

Canada lends $500 billion to a private credit boom it never joined at home

Canada lends $500 billion to a private credit boom it never joined at home

Non-bank loans have held at 15% of Canadian business funding for a decade

Nine in 10 students act on AI money advice but only a third check it first: TD survey

Financial stress is hitting grades, sleep, and mental health as students bypass verification

Nine in 10 students act on AI money advice but only a third check it first: TD survey

Sun Life AI concierge fields 11,000 client conversations in its first month

Notes Assistant claims a third straight CIO award by trimming 30 minutes from each advisor session

Sun Life AI concierge fields 11,000 client conversations in its first month

US federal debt passes US$40 trillion, doubling since January 2017

Washington now adds roughly US$91,000 in fresh borrowing every second

US federal debt passes US$40 trillion, doubling since January 2017
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Premium

Where generic AI quits, Focal AI builds for Canada

Where generic AI quits, Focal AI builds for Canada

Focal AI goes all-in on Canadian compliance, tools, and workflows, giving advisors back over 10 hours a week

Features

What today’s multifamily market is really telling investors

What today’s multifamily market is really telling investors

Pier 4 on separating sentiment from fundamentals, finding opportunity in secondary markets and evaluating private REITs

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

Advisor Intel

By Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur
By Michael Connon Recognizing a True Professional
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By Michael Connon To be a great advisor, you cannot care about money
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By Chris Arthur Structure beats price when selling your practice
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Resources

Service that goes beyond investments

Service that goes beyond investments

Service that goes beyond investments

How an alts platform won a technology award

Industry news

How an alts platform won a technology award

Inside an advisor-specific AI tool

Industry news

Inside an advisor-specific AI tool

An alternatives strategy for an ultra high net worth practice

Industry news

An alternatives strategy for an ultra high net worth practice

Magazine

Wealth Professional 10.02
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Investments

Canada lends $500 billion to a private credit boom it never joined at home

Non-bank loans have held at 15% of Canadian business funding for a decade

Canada lends $500 billion to a private credit boom it never joined at home

Private markets convergence is reshaping how advisors build portfolios

CAIS partner Brad Walker on AI-powered tools, alternative allocations and the future of integrated portfolio construction.

Private markets convergence is reshaping how advisors build portfolios

Toronto asset manager sells its Australian fund arm for a bigger stake in a growth partner

The Melbourne buyer will fold the distribution team into its own operations after closing

Toronto asset manager sells its Australian fund arm for a bigger stake in a growth partner

Bond vigilantes stir as US 30-year yields climb to their highest mark since 2007

A US$40 trillion debt pile and record AI borrowing are crowding the long end of the curve

Bond vigilantes stir as US 30-year yields climb to their highest mark since 2007

Atkins: SEC takes 'most historic step yet' on crypto regulation

Proposal to make historic shift in US digital asset policy would give crypto issuers two registration exemptions and a safe harbor from securities classification

Atkins: SEC takes 'most historic step yet' on crypto regulation