News

Court upholds personal costs order against director who swore faulty affidavit

Court upholds personal costs order against director who swore faulty affidavit

He joined the board after the lawsuit started. The bill still landed on him

Independent panel backs OSFI's actuarial report on the CPP

Three independent actuaries scrutinized the CPP report advisors lean on - here's their verdict

Independent panel backs OSFI's actuarial report on the CPP

How advisors should approach a “broken” oil market

Eric Nuttall believes that oil prices have been artificially deflated, but a correction upwards is coming

How advisors should approach a “broken” oil market

RBC Dominion Securities to pay $3.4 million after admitting it failed to watch two futures traders

Two advisors traded thousands of orders as clients lost up to 94%, CIRO found

RBC Dominion Securities to pay $3.4 million after admitting it failed to watch two futures traders
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Premium

Designing insurance for the real advisor

Designing insurance for the real advisor

BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change

Features

Turning a nervous market into monthly income

Turning a nervous market into monthly income

Harvest’s James Learmonth on the Income Leaders ETFs, a barbell built for 2026, and the upside investors trade away to get paid

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 Evan Riddell Retirement isn't a savings target - it's a coordinated income plan
Evan Riddell
By Chris Arthur IPOs - The Before and the After
Chris Arthur
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

Resources

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

Industry news

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

How a 5-star advisor works to stand out

Industry news

How a 5-star advisor works to stand out

Retirement plans that go deeper

Industry news

Retirement plans that go deeper

Magazine

Wealth Professional 10.02
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Investments

Investors ramp up bids to exit private credit as managers slow the taps

Redemption requests climb to $15.6bn while new inflows sink to an 18-month low

Investors ramp up bids to exit private credit as managers slow the taps

Google's parent joins the Dow, becoming its fifth Magnificent Seven member

The search giant bumps Verizon off the blue-chip index as its shares climb 3.7%

Google's parent joins the Dow, becoming its fifth Magnificent Seven member

US$2 trillion vanishes from the Magnificent Seven in a single month

The cash isn't gone, it just moved to the chipmakers cashing in on the AI buildout

US$2 trillion vanishes from the Magnificent Seven in a single month

North America largely shielded as Hormuz shock reshapes global outlook

S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil

North America largely shielded as Hormuz shock reshapes global outlook

North America largely shielded as Hormuz shock reshapes global outlook

S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil

North America largely shielded as Hormuz shock reshapes global outlook