News

Canada life wants to build “the best place in Canada for an entrepreneurial advisor”

Canada life wants to build “the best place in Canada for an entrepreneurial advisor”

Blaine Shewchuk outlines how the new amalgamation of IPC and Quadrus into IPC Wealth gets the parent firm closer to their goal

Canadian investors trust their diversification, but few track index concentration

Younger investors spot the concentration trend at nearly twice the rate of those 55 and older

Canadian investors trust their diversification, but few track index concentration

ATB Wealth brings three investment counsellors onto its private counsel team

The Alberta crown-owned lender's wealth arm expands its high-net-worth advisory bench

ATB Wealth brings three investment counsellors onto its private counsel team

Nearly half of women with US$10 million use no financial advisor: report

35% of advised women plan to switch firms within two years

Nearly half of women with US$10 million use no financial advisor: report
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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

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

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 Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad
By Chris Arthur How to achieve high retention rates when selling your practice
Chris Arthur
By Jeffrey Harris Why advisor succession planning fails without a real exit plan
Jeffrey Harris
By Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur

Resources

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Service that goes beyond investments

Industry news

Service that goes beyond investments

Magazine

Wealth Professional 10.02
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Investments

Your clients’ treasures belong in the conversation

Art, jewellery and handbags can matter to a family without becoming a retirement strategy

Your clients’ treasures belong in the conversation

HNW investors shrug off private credit concerns and stay the course on alts

A Goldman Sachs survey finds satisfaction high and millennials driving next wave of alternatives adoption

HNW investors shrug off private credit concerns and stay the course on alts

CIRO warns clients on risks of trading outside market hours

Canada's national self-regulatory body issues new guidance and educational resources on extended hours trading risks

CIRO warns clients on risks of trading outside market hours

Elon Musk reclaims trillionaire status as SpaceX shares climb 8%

The rocket maker is chasing US$4 billion to fund an Nvidia chip order

Elon Musk reclaims trillionaire status as SpaceX shares climb 8%

Canadian investors think they're diversified - new data says otherwise

New PICTON Investments poll reveals a gap between investor confidence and understanding of concentration risk in today's markets

Canadian investors think they're diversified - new data says otherwise