News

Ontario court enforces rare non-compete against departing investment advisor

Ontario court enforces rare non-compete against departing investment advisor

One advisor took his client list to a rival, then emailed them anyway after a court said stop

What can advisors do as their clients live longer, many without pensions?

Longevity risk has been transferred from institutions to individuals, but Sam Febbraro says solutions can still be found

What can advisors do as their clients live longer, many without pensions?

Why a beat-up, high-yielding sector may be turning a corner now

Francis Sabourin believes that the market for public BDCs is worth considering as NAVs continue to fall

Why a beat-up, high-yielding sector may be turning a corner now

Trump slaps 50% tariffs on nearly US$20 billion of Canadian goods

US President revives a dormant 1930 law to hit Canada with new tariffs

Trump slaps 50% tariffs on nearly US$20 billion of Canadian goods
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Premium

Designing insurance for the real advisor

Designing insurance for the real advisor

BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change

Features

Turning a nervous market into monthly income

Turning a nervous market into monthly income

Harvest’s James Learmonth on the Income Leaders ETFs, a barbell built for 2026, and the upside investors trade away to get paid

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 Michael Connon To be a great advisor, you cannot care about money
Michael Connon
By Chris Arthur Structure beats price when selling your practice
Chris Arthur
By Evan Riddell Retirement isn't a savings target - it's a coordinated income plan
Evan Riddell
By Chris Arthur IPOs - The Before and the After
Chris Arthur

Resources

Service that goes beyond investments

Service that goes beyond investments

Service that goes beyond investments

Connecting the dots for HNW clients

Industry news

Connecting the dots for HNW clients

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

Industry news

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

Industry news

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

Magazine

Wealth Professional 10.02
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Investments

Why a beat-up, high-yielding sector may be turning a corner now

Francis Sabourin believes that the market for public BDCs is worth considering as NAVs continue to fall

Why a beat-up, high-yielding sector may be turning a corner now

US chip stocks close more than 20% below their late-June record

Alphabet, Tesla and Intel report this week as investors test the AI spending case

US chip stocks close more than 20% below their late-June record

How the ‘wealth effect’ shapes US markets now

Chhad Aul explains that US market performance has become a key driver for US consumption, and a new dynamic for advisors to navigate

How the ‘wealth effect’ shapes US markets now

US chip index sinks into a bear market, dragging the TSX down

A new Chinese model revives the bubble jitters and drags the TSX down before Monday's inflation read

US chip index sinks into a bear market, dragging the TSX down

Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?

Mercer survey points to a credit cycle insurers see as mature, risky and worth navigating anyway

Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?