Site Map for November 2019

Date
Title
Nov 29, 2019
The week that was
Nov 29, 2019
Canadian Bank of the Year revealed
Nov 29, 2019
The art and science to an active ETF
Nov 29, 2019
'I wanted to be wealthy. I wanted to have that security'
Nov 29, 2019
Advisor sentenced after failing to report $2 million in commission
Nov 29, 2019
Why advisors need to 'lean into client's discomfort'
Nov 29, 2019
Could Indigenous ownership kick-start energy sector?
Nov 29, 2019
Which of Canada's biggest cities are in dire financial straits?
Nov 29, 2019
New initiative aims to promote seniors' financial health
Nov 29, 2019
Horizons ETFs declares successful reorganization
Nov 29, 2019
Tech firms team up for new wealth platform
Nov 29, 2019
Lower rates likely say economists … but not before Christmas
Nov 29, 2019
Asset managers scaling back human advisors for 'low ranking rich'
Nov 28, 2019
NBA star boosts Canadian firm's portfolio
Nov 28, 2019
3iQ files its "Bitcoin Fund' IPO
Nov 28, 2019
Why data will change the game again in 2020
Nov 28, 2019
Ex-advisor ruled liable for client’s $2m loss
Nov 28, 2019
How advisors can help Canadians overcome false sense of security
Nov 28, 2019
Canada offers best climate for small businesses, finds study
Nov 28, 2019
Shariah-compliant fund makes debut with NEO
Nov 28, 2019
Evolve rolls out US dollar units for ETFs
Nov 28, 2019
Canadian VC is heading towards a new record high
Nov 28, 2019
What is the 'Smith Manoeuvre' and could it change retirement?
Nov 27, 2019
A foundation of service
Nov 27, 2019
A voice for ETFs
Nov 27, 2019
Why volatility is a good thing
Nov 27, 2019
CI Financial buys US advisory firm
Nov 27, 2019
Women in Wealth Management award winners revealed
Nov 27, 2019
Why it’s time to reshape the retirement conversation
Nov 27, 2019
Have markets become immune to Trump?
Nov 27, 2019
Index fund investors may be taking on hidden risk
Nov 27, 2019
New ETF options from TD Asset Management
Nov 27, 2019
Firms telegraph changes for funds
Nov 27, 2019
Canadians are undecided on the value of the 'gig economy'
Nov 27, 2019
FCAC has launched a new interactive budget planner
Nov 27, 2019
How Vumi plans to Uberize healthcare in Canada
Nov 27, 2019
Health insurers to get more consumer-centric in 2020
Nov 27, 2019
Canada Life confirms approval for amalgamation
Nov 27, 2019
Canada Protection Plan opens Montreal office
Nov 26, 2019
Pulling out of CPP would benefit Albertans, says advisor
Nov 26, 2019
Thriving young advisor who marries people with process
Nov 26, 2019
Why advisors must do their homework on alternative ETFs
Nov 26, 2019
TD Ameritrade-Schwab deal not so sweet for advisors
Nov 26, 2019
Don’t discount digital assets in estate planning
Nov 26, 2019
MSCI opens its treasure trove of ESG data
Nov 26, 2019
Equity ETFs bounce back stronger from September losses
Nov 26, 2019
Blackstone chief hits back at presidential candidates' attack on PE
Nov 26, 2019
What is financial therapy and how could it help your clients?
Nov 25, 2019
Why Canada’s first robo advisor is keeping things simple
Nov 25, 2019
Why asset manager has a different view of ETFs and alternatives
Nov 25, 2019
Advisor admits to using 62 pre-signed or altered forms
Nov 25, 2019
Not all ESGs are as responsible as you think
Nov 25, 2019
Financial planners put conflicts of interest in focus
Nov 25, 2019
Monster Q3 for Canada’s VC industry
Nov 25, 2019
Canadian debt drives financial wellness crisis
Nov 25, 2019
Another province to grant expanded IIROC powers
Nov 25, 2019
Canada’s largest residential MIC joins NEO Connect
Nov 25, 2019
Alberta premier facing backlash over CPP withdrawal
Nov 25, 2019
Can financial advisors and traders be taught to be ethical?
Nov 25, 2019
The power of doing nothing at all
Nov 22, 2019
Inside Nicola’s push for $3 billion AUM in Toronto
Nov 22, 2019
The week that was – November 18-22
Nov 22, 2019
Crypto trader owes customers up to $13.2 million
Nov 22, 2019
Innovative advisor launches financial planning software
Nov 22, 2019
Provider building ‘Canadian solutions for Canadians’
Nov 22, 2019
Advisor banned after inflating client’s assets by $352,000
Nov 22, 2019
Horizons ETFs moves step closer to corporate class switch
Nov 22, 2019
Advisor risks arise from women’s financial attitudes
Nov 22, 2019
Charitable giving a priority among upper-income investors: Wells Fargo
Nov 22, 2019
Evolve unveils high-interest savings account ETF
Nov 22, 2019
How are Canadians spending for the holidays?
Nov 22, 2019
1 in 4 people worried about retirements savings globally
Nov 22, 2019
Should FAs disclose religious values to HNWI clients?
Nov 22, 2019
Inside Nicola’s push for $3 billion AUM in Toronto
Nov 21, 2019
Asset manager fined more than $3 million for 'closet tracking'
Nov 21, 2019
The talent crisis
Nov 21, 2019
How a ‘shrink to grow’ ethos paid dividends
Nov 21, 2019
Find protection in ‘growing universe’ of alternative investments
Nov 21, 2019
Time to revisit the ETR edge?
Nov 21, 2019
Equity rally has not helped larger active managers
Nov 21, 2019
Physicians stressed out over financial decisions, finds survey
Nov 21, 2019
Survey sheds light on Canadian directors’ downbeat outlook
Nov 21, 2019
OECD: World economy to grow at lowest rate since financial crisis
Nov 21, 2019
CIBC axes capital markets jobs amid worrying industry trend
Nov 20, 2019
Veteran rep banned for providing advice after losing job
Nov 20, 2019
Global ETF assets hit $6 trillion
Nov 20, 2019
More data needed to improve gender gap, says PM
Nov 20, 2019
Six ETFs to help snowbirds maximise their lifestyle
Nov 20, 2019
Can cash ETFs provide ballast in a tough bond market?
Nov 20, 2019
A CRA mistake that even tax courts can’t undo
Nov 20, 2019
Survey bares frugal lifestyle of Canadian retirees
Nov 20, 2019
Fresh concerns raised on novel ETF structure
Nov 20, 2019
Canada's financial system is resilient to global concerns says BoC
Nov 20, 2019
Why advisors should consider personality in retirement planning
Nov 20, 2019
More Canadian households own life insurance, finds LIMRA
Nov 20, 2019
iA Financial unveils new segregated fund line-up
Nov 19, 2019
CLHIA partners with coalition to boost understanding on benefits
Nov 19, 2019
New financial planning association launched
Nov 19, 2019
I enjoy being underestimated, says top advisor
Nov 19, 2019
OSC unveils plan to reduce regulatory burden
Nov 19, 2019
ETF Rule will help 'level the playing field'
Nov 19, 2019
Portfolio-protection moves to consider for a downturn
Nov 19, 2019
Seniors, newcomers more financially confident, finds survey
Nov 19, 2019
Lowball offers show 'profound disrespect', says pro-investor organization
Nov 19, 2019
BMO makes changes to global diversified fund
Nov 19, 2019
Shares at 22-month high amid US-China deal speculation
Nov 19, 2019
Why boomers are missing out on fixed income investing
Nov 18, 2019
Defrauded retiree sues wealth manager
Nov 18, 2019
How independent advisor became a social media guru
Nov 18, 2019
Ponzi scheme operators must pay almost $2.75 million
Nov 18, 2019
Creating a process where every client feels unique
Nov 18, 2019
Paving the way to better investing decisions
Nov 18, 2019
Fee pressure on fund firms far from uniform: McKinsey
Nov 18, 2019
Taking on the ETF systemic-risk question
Nov 18, 2019
Global debt on course for US$255-trillion record
Nov 18, 2019
Canada's richest have added billions to their wealth in the past year
Nov 18, 2019
Canadians are concerned about their provincial economies
Nov 18, 2019
Six science-backed techniques to help you make hard decisions
Nov 15, 2019
Survey: Investors and advisors focusing on these ETFs in Q4
Nov 15, 2019
Why Hockey pro's lawsuit raises critical issues for advisors
Nov 15, 2019
The week that was November 11-15
Nov 15, 2019
IIROC terminates investment firm’s membership
Nov 15, 2019
Why it's better to own volatility than short it
Nov 15, 2019
Is Canada naked to short selling risks?
Nov 15, 2019
Retired teacher paddles canoe to victory over CRA
Nov 15, 2019
Fund managers take bullish November turn
Nov 15, 2019
Most fixed-income managers struggled to benchmarks
Nov 15, 2019
Brookfield, Schwab hitting the right notes with investors
Nov 15, 2019
Women on boards cuts market value study claims
Nov 14, 2019
Ex-NHL pro sues his Vancouver financial advisors
Nov 14, 2019
Why a repeat of December sell-off looks unlikely
Nov 14, 2019
Are clients interested in philanthropy? You won't know if you don't ask
Nov 14, 2019
Recession a concern but not imminent, says AGF PM
Nov 14, 2019
Looming retirement challenges create advisor opportunity
Nov 14, 2019
What mega-trends are wealthy investors watching?
Nov 14, 2019
Time to deep-six the 60/40 mix?
Nov 14, 2019
Competition between alternative asset classes is intensifying
Nov 14, 2019
Most Canadians think small businesses are vital to the economy
Nov 13, 2019
Wealth transfer: Maintaining the next generation of clients
Nov 13, 2019
Advisor banned for allegedly emptying father’s accounts
Nov 13, 2019
'Stop talking about fees, start talking about value'
Nov 13, 2019
The 'ruthless dedication' that drives top advisor
Nov 13, 2019
Ex-advisor fined for using 110 pre-signed account forms
Nov 13, 2019
Canadian businesses insolvencies see first rise in almost 20 years
Nov 13, 2019
Digital tax would require Canadian system shakeup: CD Howe
Nov 13, 2019
Regulators lay out disclosure expectations for pot issuers
Nov 13, 2019
Canadian seniors are fastest-growing food bank user group
Nov 13, 2019
BC announces single regulator to boost money laundering action
Nov 12, 2019
A much-needed dose of guaranteed downside protection
Nov 12, 2019
Discount cards spur higher healthcare spending in Canada
Nov 12, 2019
Great-West Life unveils no-fee spending account
Nov 12, 2019
How answering a simple question can help an advisor's practice
Nov 12, 2019
Rising star wins Distinguished New Advisor award
Nov 12, 2019
The ‘real’ risks associated with long-term care
Nov 12, 2019
Five keys to successful financial management
Nov 12, 2019
ETF industry 'validated' by growing institutional uptake
Nov 12, 2019
How much is too much when gifting money to your child?
Nov 12, 2019
Canada's safest bet drives one of the hottest ETF trades
Nov 12, 2019
Unloved assets getting much-needed second look
Nov 12, 2019
PE managers may not be inflating their funds' values
Nov 12, 2019
Poll finds only 1% work with financial advisors
Nov 12, 2019
Som Seif seeks global player to drive Purpose Investments' growth
Nov 12, 2019
Gold remains a shining asset with plenty of potential
Nov 11, 2019
China at crucial inflection point, says Mordy
Nov 11, 2019
How to take advantage of bond market dislocation
Nov 11, 2019
3 tips to help your global investment strategy
Nov 11, 2019
How Advocis aims to flip financial attitudes
Nov 11, 2019
Are active managers wasting their alpha advantage?
Nov 11, 2019
A sharper emerging-market picture
Nov 11, 2019
Do investing horizons matter for ESG integration?
Nov 11, 2019
Banks face tougher challenge in managing risk says report
Nov 11, 2019
Goldman Sachs' Apple Card credit scoring accused of gender bias
Nov 10, 2019
How unexpected tools can make your organization more productive
Nov 08, 2019
'It makes me feel sick that people were upset with Planswell or me'
Nov 08, 2019
The week that was: November 4-8
Nov 08, 2019
Looking into Canada’s investments opportunities in 2020
Nov 08, 2019
Advisor fined for multiple form violations
Nov 08, 2019
Small business tax cut not good enough, says OCC
Nov 08, 2019
What non-transparent ETFs could mean for Canada
Nov 08, 2019
What private equity would mean for smaller investors
Nov 08, 2019
Values-driven bank announces historic acquisition
Nov 08, 2019
Hedge Funds Care Gala coming to Toronto
Nov 08, 2019
'Billionaire Boom' is over as wealth declines after 5 years of gains
Nov 08, 2019
Albertans are most "economically free" but Canada lags US
Nov 08, 2019
A new era of alpha performance
Nov 07, 2019
Fintech integration at its core: What firms need to know
Nov 07, 2019
CI Financial acquires rival ETF firm’s $958 million in assets
Nov 07, 2019
How NEO is taking the fight to investment inequity
Nov 07, 2019
Why NBA and climate change prove clients care about ESG
Nov 07, 2019
Why ultra-high-net-worth clients need a financial cushion
Nov 07, 2019
Bitcoin awareness no guarantee of ownership, finds BOC
Nov 07, 2019
Why small-cap stocks might see less year-end suffering
Nov 07, 2019
Tackling the problem of advisor retirement
Nov 07, 2019
Here's how the CPPIB does sustainable investing
Nov 07, 2019
Canada's DB pension plans posted modest gains in Q2
Nov 06, 2019
Online financial planner closes after collapse in investor confidence
Nov 06, 2019
Human connection is ‘how we’re all going to stay relevant’
Nov 06, 2019
Ex-advisor handed lifetime ban for dodging MFDA investigation
Nov 06, 2019
Is the new 'Bitcoin Fund' a triumph for retail investor freedom?
Nov 06, 2019
Why retirement should be broken down into three parts
Nov 06, 2019
Modest Q3 performance for Canadian defined-benefit pension plans
Nov 06, 2019
Why tax-loss harvesting can take a toll in boom times
Nov 06, 2019
B.C. crypto exchange closing with $16m owed to customers
Nov 06, 2019
Could BMO and partners have the answer to economic inclusion?
Nov 06, 2019
Canadians will spend over the holidays without plans to repay debt
Nov 06, 2019
How to be more productive by scheduling fun first
Nov 05, 2019
Benefits fraud not a victimless crime: CLHIA
Nov 05, 2019
BCG poll reveals life insurers’ greatest challenge
Nov 05, 2019
Canada Life signals biggest-ever update to seg-fund shelf
Nov 05, 2019
Differentiating your practice
Nov 05, 2019
'Battle-tested' ETF industry getting better with age
Nov 05, 2019
Spooky performance
Nov 05, 2019
IIROC fines three banks combined total of $1.5 million
Nov 05, 2019
Why you should stay away from pot stocks 'hype train'
Nov 05, 2019
How to assist blended families with wealth transfer
Nov 05, 2019
More Canadians want to curb holiday spending, says Equifax
Nov 05, 2019
Canadian equity ETFs reanimated in October
Nov 05, 2019
No-cost trading could lead to ETF investing traps
Nov 05, 2019
iA Clarington beefs up active ETF line-up
Nov 05, 2019
Horizons reduces cost of ETFs
Nov 05, 2019
National Bank, Desjardins among $10m backers for fintech Mylo
Nov 05, 2019
Liquid alternative ETFs are hot right now for institutional investors
Nov 04, 2019
We find out who our clients really are, says PM
Nov 04, 2019
Portfolios don’t have enough defence, says AIMA
Nov 04, 2019
Why advisors should preserve capital after central bank decision
Nov 04, 2019
Advisor fined for altering account forms
Nov 04, 2019
Deadline extended until November 8 for WPC's annual showcase
Nov 04, 2019
PE a growing force in capital formation, says EY
Nov 04, 2019
Responsible funds on track to triple 2018 inflows
Nov 04, 2019
HSBC launches new investor T series options
Nov 04, 2019
Scotia could acquire HNWI-focused US firm as part of global aims
Nov 04, 2019
Workplace wellness programs are a good investment says Deloitte
Nov 01, 2019
Industry is not being respectful of clients' needs, says Lee-Chin
Nov 01, 2019
BMO Financial Group announces new chairman
Nov 01, 2019
Advisors are staying relevant by focusing on clients' lives
Nov 01, 2019
Mutual funds on the decline amid rationalization push
Nov 01, 2019
How exiting business owners have been a boon for banks
Nov 01, 2019
Are Canadian entrepreneurs optimistic for 2020? It's complicated
Nov 01, 2019
QTrade Investor launches portfolio analysis tool
Nov 01, 2019
Affluent investors with pot holdings are confident in financial goals
Nov 01, 2019
It's Financial Literacy Month throughout November