News

Have $45,000 to invest in a growing asset class? Buy fine wine

Have $45,000 to invest in a growing asset class? Buy fine wine

In nine months, Cult Wines' new North American operation earned 16.1% and snagged $30m AUM

Vaccine fund opens door to the future: will you walk through?

It's not just bolstering COVID vaccines; it's supporting path to the future, says PM

Vaccine fund opens door to the future: will you walk through?

Small business confidence starts 2022 at its lowest level

Latest survey shows small business owners' sentiment matching depths last seen during onset of pandemic

Small business confidence starts 2022 at its lowest level

Purpose Investments introduces healthcare innovation ETF

First-of-its-kind Canadian fund centres on biotech and healthcare innovation

Purpose Investments introduces healthcare innovation ETF

Features

Is the stage set for women advisors?

Women's relationship-building abilities are valuable for the industry, says Kathy McMillan, of Richardson Wealth

'This is a core equity solution for investors': how Harvest assembled brand giants for one surefire

Wealth Professional spoke to Harvest Portfolios' James Learmonth about a uniquely big-brand ETF

'Can the world get off the COVID roller coaster?'

With emergence of weaker variants, economist suggests governments should consider shift away from 'counterproductive' policies

People moves

ONEX welcomes former TD head of private wealth

Dave Kelly joins one of Canada’s major league wealth management firms as new head

Regulators

Why some firms are still scrambling after CFRs deadline

While many are already technically compliant, regtech firm finds an unsettling number still face operational challenges and risks

WP Talk

Canadian financial services needs new skills

Your WP Morning Briefing brings you a daily update of the stories we're covering at WealthProfessional.ca

Resources

WPTV Special: ‘This job is about building relationships with people’

WPTV Special: ‘This job is about building relationships with people’

WPTV Special: ‘This job is about building relationships with people’

WPTV Exclusive: Demanding new approaches for the new reality

Industry news

WPTV Exclusive: Demanding new approaches for the new reality

WPTV Exclusive: How megatrend thematic focus takes advantage of long-term trends

Industry news

WPTV Exclusive: How megatrend thematic focus takes advantage of long-term trends

WPTV Special: How gender diversity comes naturally to Nicola Wealth

Industry news

WPTV Special: How gender diversity comes naturally to Nicola Wealth

Magazine

Wealth Professional 9.07
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Investments

Have $45,000 to invest in a growing asset class? Buy fine wine

In nine months, Cult Wines' new North American operation earned 16.1% and snagged $30m AUM

Have $45,000 to invest in a growing asset class? Buy fine wine

Vaccine fund opens door to the future: will you walk through?

It's not just bolstering COVID vaccines; it's supporting path to the future, says PM

Vaccine fund opens door to the future: will you walk through?

Purpose Investments introduces healthcare innovation ETF

First-of-its-kind Canadian fund centres on biotech and healthcare innovation

Purpose Investments introduces healthcare innovation ETF

Emerging markets offer 'idiosyncratic opportunities' but be cautious

Capital Group predicts resilient EM and 2.5% growth for U.S. economy and equity earnings

Emerging markets offer 'idiosyncratic opportunities' but be cautious

How firm's new president plans to double AUM in five years

Mandate propelled by market performance and ability to add more client-facing advisors to its roster

How firm's new president plans to double AUM in five years