BNY data shows Canadian equities and hedge funds led gains as US stocks lagged in Q1
Northern Trust data shows modest gains as markets absorb conflict, inflation, and tech slump
UBS report finds $83T shift driven by early engagement, governance gaps, and evolving priorities.
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
New challenge backs tools for older Canadians, as only 29% feel able to retire
Institutions cut Canadian stock exposure as global equities and alternatives gain traction
