Smith’s path from operations to business development has given her a practical view of advisor growth

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News

What makes a client event successful?

What makes a client event successful?

Tina Tehranchian shares her approach while a US-based founder says there’s room for new approaches

How, and where, rising rates are impacting REITs

Sairam Srinivas explains what a higher cost of capital means for public real estate assets

How, and where, rising rates are impacting REITs

Bank of Canada rate hikes priced for next year as oil lifts inflation outlook

September inflation hit 3.1%, but core measures eased ahead of the rate call

Bank of Canada rate hikes priced for next year as oil lifts inflation outlook

Oracle’s default insurance hits high-yield levels as AI debt mounts

A downgrade to junk could force investment-grade-only funds to sell Oracle debt

Oracle’s default insurance hits high-yield levels as AI debt mounts
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Premium

The AI race is on. Continuum is betting client context decides who wins

The AI race is on. Continuum is betting client context decides who wins

Continuum’s founders built a platform around the advisor knowledge software leaves between meetings

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

Advisor Intel

By Dianne C. White Scaling a wealth management firm as founders and key staff retire
Dianne C. White
By Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad
By Chris Arthur How to achieve high retention rates when selling your practice
Chris Arthur
By Jeffrey Harris Why advisor succession planning fails without a real exit plan
Jeffrey Harris

Resources

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Service that goes beyond investments

Industry news

Service that goes beyond investments

Magazine

Wealth Professional 10.02
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Investments

TSX slips as Wall Street tech rebounds and oil sends mixed signals

Ameriprise fell about 4% after a BofA downgrade tied to advisor departures

TSX slips as Wall Street tech rebounds and oil sends mixed signals

Higher yields have changed the bond equation. What comes next?

With yields back above 5%, advisors can once again look to high-quality bonds for income, diversification and a stronger core allocation

Higher yields have changed the bond equation. What comes next?

AI sell-off hands Nasdaq worst week since June

Advisors weigh concentration risk as oil tops $100 and Fed’s Oct. 28 decision nears

AI sell-off hands Nasdaq worst week since June

Sunlife survey flags gap between priorities and plans

Only 24% have met an advisor, though 75% say trusted advice would boost confidence

Sunlife survey flags gap between priorities and plans

Top 100 global hedge funds lag broader sector in H1 2026

Canoe Intelligence data shows scale came at a cost for institutional allocators in the first half of 2026

Top 100 global hedge funds lag broader sector in H1 2026