News

Canadian DB pension plans post -2.6% in Q3 as yields cut both ways

Canadian DB pension plans post -2.6% in Q3 as yields cut both ways

Rising bond yields hammered fixed income returns but may have strengthened funded positions for many Canadian plan sponsors

Sandwich generation squeezed hardest as Canadians delay estate planning

New Willful report finds financial advisors' most overwhelmed clients are also the least likely to have a will in place

Sandwich generation squeezed hardest as Canadians delay estate planning

Canadian millennials invest regularly, but tight budgets are a barrier

New Haventree Bank research finds most Canadian millennials save monthly, with registered accounts their preferred vehicle

Canadian millennials invest regularly, but tight budgets are a barrier

Canadian real estate investor confidence hits 15-year high, recovery uneven

Senior housing, retail and industrial lead opportunities as deal activity returns to post-2022 highs across Canada

Canadian real estate investor confidence hits 15-year high, recovery uneven

Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

Features

For Aleris Private Wealth, going bigger means gaining control

For Aleris Private Wealth, going bigger means gaining control

Dave Holt and Aaron Migie are bringing a more coordinated approach to complex family finances through their partnership with Q Wealth

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

Magazine

Wealth Professional 10.02

Investments

We’re in a hiking cycle now, what that means for your clients

Dominique Lapointe expects another BoC hike in December and says the Fed will likely resume hiking soon

We’re in a hiking cycle now, what that means for your clients

Critical illness coverage gap widens as Canadian worry hits new high

New RBC Insurance data shows most Canadians fear a serious diagnosis but have no financial protection in place

Critical illness coverage gap widens as Canadian worry hits new high

US Federal Reserve makes interest rate decision

US central bank call comes as inflation persists at an elevated rate

US Federal Reserve makes interest rate decision

BoC makes much-anticipated interest rate call

Canada's central bank has made a policy decision that had markets, analysts speculating over recent days

BoC makes much-anticipated interest rate call

Tesla and SpaceX might merge, how can advisors manage Elon Musk’s role on markets?

Elliot Johnson explains why the richest man in the world can’t be ignored and can’t be predicted, causing issues for investors

Tesla and SpaceX might merge, how can advisors manage Elon Musk’s role on markets?