Industry news

Independent firm secures C$1.775 billion Berkshire Partners deal

Independent advisory firm gains a new private equity backer as Canada's wealth management consolidation accelerates

Independent firm secures C$1.775 billion Berkshire Partners deal

Market outperformance won’t earn your fee, says this advisor

Scott Starratt says that investment alpha has been commoditized, premium service requires a greater emphasis on quality of experience

Market outperformance won’t earn your fee, says this advisor

This bull market might still have legs despite its detractors

Senior PM explains that underlying earnings and strong fundamentals should buoy markets, even as pockets of hype fizzle out

This bull market might still have legs despite its detractors

Advisor AI assistant now connects to four Canadian CRM platforms

Advisors can sync meeting notes into Equisoft, Maximizer, and Cloven without manual entry

Advisor AI assistant now connects to four Canadian CRM platforms

OSFI cuts capital buffer for big six banks first time since 2023

The cut frees up roughly $74 billion in excess capital across Canada's largest banks

OSFI cuts capital buffer for big six banks first time since 2023

SpaceX loses nearly a quarter of its value in three trading days

The stock fell about 16% on Monday for its biggest single-day drop since its June 12 listing

SpaceX loses nearly a quarter of its value in three trading days