“Our client base actually remembers how to use a phone,” says one advisor
Despite a lack of tech on the TSX, experts caution against viewing Canada as the ‘anti-AI’ trade
Interim chief named as second affair comes to light
Chris Haines explains how complacency differs from confidence, why it’s a growing risk now, and how advisors can keep themselves moving forward
Veteran industry leader sees possible “ulterior motive” in long fight to incorporate, argues advisor incorporation would help address key issues
John Sweeney, CEO of Brookfield Private Wealth, highlights strong relationships with institutions, growing client need for alternatives
The veteran advisor says that the firm’s recognition, roots in his hometown prompted a move
Bipan Rai explains BMO GAM’s latest suite of income ETFs, highlighting use cases and risks
New capital gains exemptions and other tax deductions might seem promising, but experts urge cautious consideration
David Wong explains how AI optimism outweighed bearish events and outlines how general purpose technologies can impact investors longer-term
