News

10 best Canadian blue chip stocks to hold long-term

10 best Canadian blue chip stocks to hold long-term

If you want to diversify your investment portfolio with stocks, use blue-chip stocks in Canada, which are safer and more likely to pay long-term

Wealthscope adds ESG to portfolio analytics capability

Ground-breaking partnership with U.S.-based big data firm unlocks multi-dimensional ESG scoring for retail investors

Wealthscope adds ESG to portfolio analytics capability

AMF proposal raises bar on complaint handling, says investor advocate

Quebec regulator's draft regulation sets tougher standards on dispute resolutions within provinces financial industry

AMF proposal raises bar on complaint handling, says investor advocate

CIBC completes initial index ETF suite

Big Six bank's asset-management arm unveils global fixed-income and emerging-market equity strategies

CIBC completes initial index ETF suite

Features

The pandemic's brought three key changes to advisors' retirement planning

Join our October 7 'Confronting New Realities in Retirement' webinar to learn how to take advantage of them

Fighting back the clawback: how HomeEquity is freeing up finances for Canadian Homeowners 55+

'This can be a very emotional issue': the ins and outs of navigating equity for the over 55s

Federal election campaign hasn't had "a heck of a lot" of impact on advisors

Two senior advisors parse what's been promised and how its implementation would impact the financial industry

People moves

HOOPP names new CIO

Newly appointed chief investment officer takes over investing responsibilities from pension fund president and CEO

Regulators

Ex-advisor to pay more than $800k for defrauding sports clients

Watchdog says disgraced former advisor charged hidden and improper fees and lost millions on risky, unsuitable investments

WP Talk

WP Morning Briefing Sept 17

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

Magazine

Wealth Professional 9.05

Investments

Wealthscope adds ESG to portfolio analytics capability

Ground-breaking partnership with U.S.-based big data firm unlocks multi-dimensional ESG scoring for retail investors

Wealthscope adds ESG to portfolio analytics capability

CIBC completes initial index ETF suite

Big Six bank's asset-management arm unveils global fixed-income and emerging-market equity strategies

CIBC completes initial index ETF suite

Sun Life forges wealthtech partnership with Conquest Planning

Financial giant announces organization-wide rollout of digital tool as part of commitment to empower clients

Sun Life forges wealthtech partnership with Conquest Planning

Jarislowsky Fraser and HarbourVest unveil private-market partnership

Strategic relationship set to provide eligible Canadian clients with exclusive access to new global private equity strategy

Jarislowsky Fraser and HarbourVest unveil private-market partnership

Gluskin Sheff launches new donor-advised fund

Newly unveiled foundation offers high-net-worth Canadians a single platform to focus their charitable giving

Gluskin Sheff launches new donor-advised fund