News

Canada unveils unemployment numbers

Canada unveils unemployment numbers

News follows an unexpectedly fast decline in GDP, analysts predict a BoC reaction

How one advisor has prepared his clients for an economic downturn

Following GDP announcement, advisor outlines why he's not surprised by weaker Q3, how he manages the stress of recessionary news on clients

How one advisor has prepared his clients for an economic downturn

Billionaires acquiring more wealth through inheritance than entrepreneurship, says UBS

Report focused on the last year highlights the impact of the Great Wealth Transfer

Billionaires acquiring more wealth through inheritance than entrepreneurship, says UBS

CSA proposes binding authority for dispute resolutions

CSA proposes binding authority for dispute resolutions

CSA proposes binding authority for dispute resolutions

Premium

Middlefield is dreaming big with a leading REIT

President of Middlefield Group explains why its fund has significant exposure to Dream Unlimited

Features

Grey divorces bring unique considerations, say Lerners lawyers

Arming clients with information from all supporting professionals vital in helping them navigate a difficult time

Is Canada falling behind on lifetime income solutions?

Lack of options, dearth of decumulation modelling expertise, and client sticker shock all barriers to effective longevity risk planning, says top advisor

People moves

Canadian capital market trailblazer to retire

Co-founder of NEO, now Cboe Canada, announced that it was time to step back

Regulators

What will CIRO's planned 'office of the investor' do for Canadian investors, advisors?

SRO explains plans for research arm and advisor takeaways from ongoing plans

Magazine

Wealth Professional 10.02

Investments

Is Canada falling behind on lifetime income solutions?

Lack of options, dearth of decumulation modelling expertise, and client sticker shock all barriers to effective longevity risk planning, says top advisor

Is Canada falling behind on lifetime income solutions?

Mutual fund withdrawals have dragged financial sector GDP lower

But there is some good news, with rate cuts still expected early in 2024

Mutual fund withdrawals have dragged financial sector GDP lower

Business clients should offer retirement plans to help attract talent

With the battle for the best people a global challenge, long-term financial planning has a role to play

Business clients should offer retirement plans to help attract talent

Why Mackenzie is going bond-forward in 2024

Mackenzie fixed income CIO outlines dynamics in the bond market now that have his firm recommending an overweight

Why Mackenzie is going bond-forward in 2024

How do you value crypto assets? CFA Institute now has a guide for that

New resource aims to equip investment professionals with most relevant models

How do you value crypto assets? CFA Institute now has a guide for that