Joe Rosengarten is the Managing Editor at Wealth Professional Canada.
“The next generation of wealthy clients is going to be much more demanding,” says the CFA Institute’s managing director
New research uncovers the groups who are most likely to buy stocks based on headlines and hype
New research has found that complex investment strategies in mutual funds lead to underperformance and higher fees
Kathrin Forrest from Sun Life tells WP about her rapid rise from grad school student to portfolio manager
The head of wealth management will leave the bank as part of the changes, which were announced this morning
Amassing an instant fortune may seem like a far flung dream, but it is actually more common than many people think
The company’s chief investment officer, Kevin McCreadie, tells WP how the company plans to expand
The financial advice business runs in Brian Burlacoff’s family, but he didn’t jump into the industry without careful consideration
Market timing is a strategy that always splits opinion, but can it actually work?
News around stretched valuations has been hard to escape in recent months, but it might not be the most important story