News

Privacy commissioner shows firms how to win approval for data sharing

Privacy commissioner shows firms how to win approval for data sharing

The regulator will take up to 120 days to say yes - and the clock can stop

OSFI sets sound practices to curb generative and agentic AI risks

The regulator's six-part AI checklist reaches straight into the tools advisors lean on

OSFI sets sound practices to curb generative and agentic AI risks

BC court denies insurance broker's bid to recover $886,392 transfer fee

BC court denies insurance broker's bid to recover $886,392 transfer fee

As covered call option ETFs grab more market share, should advisors consider puts?

Chris Thom outlines the benefits of put strategies for risk-averse, income-oriented advisors, emphasizes the need for education

As covered call option ETFs grab more market share, should advisors consider puts?
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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 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
By Evan Riddell Retirement isn't a number. It's a system that must hold up over time
Evan Riddell

Resources

Service that goes beyond investments

Service that goes beyond investments

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

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

Magazine

Wealth Professional 10.02
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Investments

As covered call option ETFs grab more market share, should advisors consider puts?

Chris Thom outlines the benefits of put strategies for risk-averse, income-oriented advisors, emphasizes the need for education

As covered call option ETFs grab more market share, should advisors consider puts?

SK Hynix jumps 14% on their first day of Nasdaq trading

The chipmaker priced 177.9 million receipts at US$149 each, a 2.7% premium to its Seoul price

SK Hynix jumps 14% on their first day of Nasdaq trading

Oil climbs as renewed US-Iran strikes revive Strait of Hormuz supply fears

Investors brace for the Bank of Canada rate decision and a wave of US bank earnings

Oil climbs as renewed US-Iran strikes revive Strait of Hormuz supply fears

Wisconsin asset manager enters Canadian ETF market with new US equity funds

US mid cap and large cap funds bring active management to TSX investors

Wisconsin asset manager enters Canadian ETF market with new US equity funds

Wisconsin asset manager enters Canadian ETF market with new US equity funds

US mid cap and large cap funds bring active management to TSX investors

Wisconsin asset manager enters Canadian ETF market with new US equity funds