News

Can a 'financial X-ray' help advisors address client financial literacy?

Can a 'financial X-ray' help advisors address client financial literacy?

CEO thinks that a visualization tool can help clients know what they don't know and form the base for an advisor's educational work

Ottawa's tax change unsettles wealthy Canadians

New poll shows cap gains inclusion rate impacts economic outlook among Canada's top earners

Ottawa's tax change unsettles wealthy Canadians

Fed Chair Powell discusses inflation challenges

Jerome Powell highlights slower disinflation, signaling a longer period of current rate policies

Fed Chair Powell discusses inflation challenges

Manulife launches two new liquid alternative funds

Manulife IM unveils new funds aimed at maximizing returns through innovative fixed-income strategies

Manulife launches two new liquid alternative funds

Premium

"Bonds are fine" – the subtleties of global fixed income for portfolio diversification

How bonds offer stability and opportunity, according to Franklin Templeton's John Beck

Features

Liquidity management in private market funds

CI GAM's balanced approach to private market funds for institutional investors

Broadridge acquires Kyndryl's SIS

Partnership to boost the duo’s Canadian wealth management capabilities

People moves

National Bank announces new chief risk officer

New chief risk officer set to take over as William Bonnell announces retirement

Regulators

Big six bank faces regulatory challenges and investor concerns

Bank braces for potential fines and growth limits as U.S. probe into anti-money laundering practices deepens

WP Talk

What makes a great wholesaler?

Three wholesalers from WP's Top 50 Wholesalers list break down what makes them stand out in their field

Magazine

Wealth Professional 10.02

Investments

Liquidity management in private market funds

CI GAM's balanced approach to private market funds for institutional investors

Liquidity management in private market funds

Can a 'financial X-ray' help advisors address client financial literacy?

CEO thinks that a visualization tool can help clients know what they don't know and form the base for an advisor's educational work

Can a 'financial X-ray' help advisors address client financial literacy?

Fed Chair Powell discusses inflation challenges

Jerome Powell highlights slower disinflation, signaling a longer period of current rate policies

Fed Chair Powell discusses inflation challenges

Manulife launches two new liquid alternative funds

Manulife IM unveils new funds aimed at maximizing returns through innovative fixed-income strategies

Manulife launches two new liquid alternative funds

CapIntel forms strategic partnership with BMO Private Wealth

CapIntel teams up with BMO Private Wealth to enhance investment proposal tools, boosting client engagement and advisor efficiency

CapIntel forms strategic partnership with BMO Private Wealth