News

One tax planning step not to miss as 2026 winds down

One tax planning step not to miss as 2026 winds down

Guerlane Noël explains that despite the pressures of Q4, advisors need to check in on a crucial tax decision

Blue sweep rattles the AI trade from Tokyo to Wall Street

Bonds rallied and SoftBank shed as much as 10% as data centre oversight fears took hold

Blue sweep rattles the AI trade from Tokyo to Wall Street

PWL Capital hands its chief investment officer the president title

Two leaders now split every decision at a firm managing more than $8 billion for Canadian households

PWL Capital hands its chief investment officer the president title

Advised Canadians report far stronger financial confidence

Ipsos puts the goal-readiness gap at 28 points between advised and unadvised households

Advised Canadians report far stronger financial confidence

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

From data overload to better advice: the opportunity for wealth management

From data overload to better advice: the opportunity for wealth management

Croesus’s Brian O’Reilly explains how investment advisors can turn wealth data into actionable intelligence, improve productivity and deliver more relevant client advice

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

US midterm results: what Canadian advisors need to know

Democrats swept Congress Tuesday - here is what the blue wave means for Canadian wealth managers and their clients' portfolios

US midterm results: what Canadian advisors need to know

Apple shares fell 4% during its fourth-quarter earnings call

December-quarter gross margin is guided to 45 to 46%, down from 47.9% in the quarter just reported

Apple shares fell 4% during its fourth-quarter earnings call

Investors flee AI names as the Nasdaq slips and the Dow climbs

Oil tumbled more than 7% on Iran peace signals as money moved out of US tech

Investors flee AI names as the Nasdaq slips and the Dow climbs

Private credit demand holds firm, but investors are growing cautious

Bloomberg Intelligence's fall 2026 survey finds private credit demand holding firm even as investor caution rises on spreads and retail flows

Private credit demand holds firm, but investors are growing cautious

Nasdaq tech sell-off caps worst October since March 2025

US tech stocks closed October sharply lower as AI capital spending concerns rattled chipmakers and triggered a rotation into defensive sectors

Nasdaq tech sell-off caps worst October since March 2025