News

US Federal Reserve makes rate decision

US Federal Reserve makes rate decision

Markets pulled back in the leadup to the announcement as oil prices rose

How can advisors help their clients plan for divorce?

Hard as the conversation may be, the best plans are made before a breakup even appears possible

How can advisors help their clients plan for divorce?

CIRO bars BMO representative who looted two dead clients' estates

She signed a client's name, moved $118,000 through hidden accounts and kept less than $2,000

CIRO bars BMO representative who looted two dead clients' estates

One in four Canadians now hold crypto, OSC survey finds

Advisor recommendations to buy crypto have nearly doubled since 2023

One in four Canadians now hold crypto, OSC survey finds
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Premium

Better tools free advisors to be more human

Better tools free advisors to be more human

Beneva on digital tools reducing administrative friction, giving advisors more time for clients

Features

Why advisors really leave — and what firms keep getting wrong about recruitment

Why advisors really leave — and what firms keep getting wrong about recruitment

Croesus's Sanjay Kulkarni on the real triggers behind advisor movement, and why compensation is rarely the deciding factor

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 Michael Connon To be a great advisor, you cannot care about money
Michael Connon
By Chris Arthur Structure beats price when selling your practice
Chris Arthur
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

Resources

Hearing directly from a 5-star team

Hearing directly from a 5-star team

Hearing directly from a 5-star team

Service that goes beyond investments

Industry news

Service that goes beyond investments

Connecting the dots for HNW clients

Industry news

Connecting the dots for HNW clients

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

Industry news

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

Magazine

Wealth Professional 10.02
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Investments

US Federal Reserve makes rate decision

Markets pulled back in the leadup to the announcement as oil prices rose

US Federal Reserve makes rate decision

One in four Canadians now hold crypto, OSC survey finds

Advisor recommendations to buy crypto have nearly doubled since 2023

One in four Canadians now hold crypto, OSC survey finds

What comes after the chips trade for AI investors?

Brendan Livingstone outlines the shape of the next trade, saying that margin improvement from AI may now lead markets

What comes after the chips trade for AI investors?

Korea’s chip slump erases a diversification play Canadian advisors long trusted

KOSPI plunges 8% as Samsung and SK Hynix track the Nasdaq at their tightest since 2021

Korea’s chip slump erases a diversification play Canadian advisors long trusted

Global ETF diversification is now a risk management imperative, says Dina Ting

Franklin Templeton's head of global index portfolio management argues that international equity exposure has shifted from a performance trade-off to a portfolio protection strategy

Global ETF diversification is now a risk management imperative, says Dina Ting