News

Som Seif believes the industry limits advisors' answer to a crucial client question

Som Seif believes the industry limits advisors' answer to a crucial client question

Citing a recent study of Canadians’ wealth ambitions, Seif says that systemic friction makes it hard to answer when clients ask if they’ll be okay

Harbourfront Wealth buys Montreal investment manager, pushing AUA past $23 billion

Sixth deal in three years adds a high-net-worth portfolio manager to the group's counsel division

Harbourfront Wealth buys Montreal investment manager, pushing AUA past $23 billion

Canadian retirees draw 40% of their income from government benefits: survey

Majority still say they are on track for the retirement lifestyle they want

Canadian retirees draw 40% of their income from government benefits: survey

Debt feels “much more precarious” when Canadians cannot replace their income

MNP president Grant Bazian on a job market that has 25% of workers staying put

Debt feels “much more precarious” when Canadians cannot replace their income

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

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

Elon Musk reclaims trillionaire status as SpaceX shares climb 8%

The rocket maker is chasing US$4 billion to fund an Nvidia chip order

Elon Musk reclaims trillionaire status as SpaceX shares climb 8%

Canadian investors think they're diversified - new data says otherwise

New PICTON Investments poll reveals a gap between investor confidence and understanding of concentration risk in today's markets

Canadian investors think they're diversified - new data says otherwise

Vanguard’s case for fixed income, despite current volatility

Alex Lee outlines the upsides and advantages that investors can still find in fixed income, but notes that some active strategies could come with advantages

Vanguard’s case for fixed income, despite current volatility

TSX inches up 16 points as Nasdaq sets record close

Technology shares lifted Toronto while the Canadian dollar slipped to 70.16 cents US

TSX inches up 16 points as Nasdaq sets record close

Fine wine stabilizes as a credible alternative as new critic shakes the market

As equities wobbled and gold swung wildly in Q3, fine wine moved on its own terms - a low-correlation case study for Canadian advisors