Site Map for January 2020

Date
Title
Jan 31, 2020
Why Evolve is refocusing on tech
Jan 31, 2020
'Democratization of alternatives needs proficiency requirements'
Jan 31, 2020
Fixed-income and ESG ETFs took flight in 2019
Jan 31, 2020
Dead or dormant? Case of vanishing value premium still unsolved
Jan 31, 2020
Institutional interest in ESG remains strong, finds Cerulli
Jan 31, 2020
CIBC announces changes to select global equity products
Jan 31, 2020
Jeff Bezos fortune surges $13.2 billion following Amazon results
Jan 31, 2020
Citi launches robo-advisor as part of "holistic approach" to banking
Jan 30, 2020
Big Six bank reveals planned layoffs in coming months
Jan 30, 2020
How can technology help optimize an advisor’s practice?
Jan 30, 2020
Advisors and investors 'optimistic' about Canadian equities
Jan 30, 2020
Bridging health and happiness with wealth
Jan 30, 2020
Québec pension fund appoints new CEO
Jan 30, 2020
Record number of candidates write CFP exam
Jan 30, 2020
An eye on 'bigger picture' key to managing financial stress
Jan 30, 2020
Taking the noise out of KYP compliance
Jan 30, 2020
Empire Life Investments announces two promotions
Jan 30, 2020
Canadians overspent on the holidays but plan to do better in 2020
Jan 30, 2020
Gen Z adults have a strong desire for credit says Transunion
Jan 30, 2020
How forward-thinking organisations are supporting lifelong learning
Jan 29, 2020
Ex-Desjardins executive joins Wealthica
Jan 29, 2020
How a financial literacy advocate redoubled her efforts
Jan 29, 2020
What's the best way for your client to defer OAS?
Jan 29, 2020
Three sectors to drive credit markets through 2020
Jan 29, 2020
Canada's top 10% income earners pay over 50% of income taxes, says study
Jan 29, 2020
Study finds stock investors lose billions yearly to ultrafast trading
Jan 29, 2020
Firms announce new liquid-alt offerings
Jan 29, 2020
Apple earnings beat Wall Street expectations amid best results ever
Jan 29, 2020
ESG focus of investment managers could impact funding says Fitch
Jan 29, 2020
Your office matters
Jan 29, 2020
Insurance preparation gap leading to millions in unclaimed benefits
Jan 29, 2020
Is private insurance really at odds with universal health care?
Jan 29, 2020
Court affirms rejection of former cabinet minister’s cancer claim
Jan 28, 2020
Revealed: Top 50 Advisors 2020
Jan 28, 2020
Ex-fund dealer handed conditional two-year prison sentence
Jan 28, 2020
The age of uncertainty
Jan 28, 2020
Top 50 Advisors 2020
Jan 28, 2020
Serving advisors and investors
Jan 28, 2020
Canadian pot industry has been stifled, says ETF provider
Jan 28, 2020
Why crumbling infrastructure means opportunities for investors
Jan 28, 2020
What differentiates TFSAs and RRSPs? One in four Canadians don’t know
Jan 28, 2020
The very slim silver lining in Canada’s reverse-mortgage story
Jan 28, 2020
Why lower-yielding junk bonds deserve a second look
Jan 28, 2020
Responsible leadership could give companies financial edge
Jan 28, 2020
How Kobe Bryant left behind an investment empire
Jan 28, 2020
Gold set for another bumper year on 'unprecedented uncertainty'
Jan 28, 2020
Stocks slide amid coronavirus spread but advisor urges calm
Jan 28, 2020
Active ETFs set to grow in 2020 says new global report
Jan 28, 2020
The gatekeeper
Jan 28, 2020
Why can’t we focus anymore?
Jan 28, 2020
Don’t let social media derail your career
Jan 27, 2020
Sun Life Financial eyes private-debt acquisition
Jan 27, 2020
Asset manager to close two signature pot ETFs
Jan 27, 2020
TSX set for sharpest fall in four months over coronavirus fears
Jan 27, 2020
We’re rebooting fixed income, says Algonquin Capital
Jan 27, 2020
Just four weeks left to nominate for 2020 WP Awards
Jan 27, 2020
Financial-planning pitfalls for common-law partners
Jan 27, 2020
Why home bias is costing Canadian investors
Jan 27, 2020
Mutual funds make comeback in 2019
Jan 27, 2020
MFDA lays out key priorities for 2020
Jan 27, 2020
BDO slapped with $3.5m penalty for audit failures
Jan 27, 2020
Wealthy investors are feeling confident about 2020
Jan 27, 2020
Why stock traders with faster technology are better for investors
Jan 24, 2020
Purpose’s acquisition of Wealthsimple for Advisors means ‘opportunities are limitless’
Jan 24, 2020
Advisor fined for failing to disclose radio show referral arrangement
Jan 24, 2020
Wealthsimple moves into the ETF market
Jan 24, 2020
How can advisors effectively communicate with millennials?
Jan 24, 2020
Tech to be bigger revenue driver for financial services in 2020
Jan 24, 2020
Which Canadian financial services firms excel on customer service?
Jan 24, 2020
Vanguard weds the two biggest trends in ETFs
Jan 24, 2020
Are credit-constrained Canadians too confident for their own good?
Jan 24, 2020
Examining a key private-equity claim
Jan 24, 2020
Canadian business leaders still uncertain on economy
Jan 24, 2020
CWB wealth team names new president and CEO
Jan 23, 2020
Purpose Advisor Solutions to acquire Wealthsimple for Advisors
Jan 23, 2020
Wellington-Altus attracts $2 billion more in advisor assets
Jan 23, 2020
Vanguard unveils new single-ticket global bond ETF
Jan 23, 2020
Investment dealer hit with $100,000 fine from IIROC
Jan 23, 2020
'Expect a cut from the BoC later this year'
Jan 23, 2020
Technology for the high-touch wealth advisor
Jan 23, 2020
Expect 'survival of the fittest' story for pot in 2020
Jan 23, 2020
World’s largest firms stalling on sustainability disclosure
Jan 23, 2020
New active income strategies beef up Fidelity’s Canadian ETF shelf
Jan 23, 2020
Taxing the tech giants might cost all of us more study claims
Jan 23, 2020
Mastercard choses Vancouver for intelligence and cyber centre
Jan 23, 2020
Top 5 challenges for small business and how to overcome them
Jan 22, 2020
We want to raise the bar for whole industry, says Wealthsimple
Jan 22, 2020
Bank of Canada reveals interest rate decision
Jan 22, 2020
Former advisor fined $50,000 and banned for life
Jan 22, 2020
Value stocks remain attractive in positive Canada outlook
Jan 22, 2020
Advisor sanctioned for undisclosed syndicated-mortgage recommendation
Jan 22, 2020
Current and aspiring investors agree: advice needs regulation
Jan 22, 2020
Most Canadians agree: the web’s no place for advice
Jan 22, 2020
BMO Asset Management launches ESG ETFs
Jan 22, 2020
Global wealth industry is being reshaped by a 17 year old girl
Jan 22, 2020
10 big investment themes for 2020 according to BNP Paribas
Jan 22, 2020
Why successful people don't use to-do lists
Jan 22, 2020
The overlooked need to insure stay-at-home parents
Jan 22, 2020
Man who killed wife entitled to life insurance proceeds, finds judge
Jan 22, 2020
Multi-million-dollar life insurance lawsuit winds through appeal court
Jan 22, 2020
Virtual care vital to employee satisfaction: RBC Insurance
Jan 21, 2020
Wealthsimple launches first spending account
Jan 21, 2020
OSC chair and CEO Maureen Jensen resigns
Jan 21, 2020
A fee model that gives planners 'more freedom and financial stability'
Jan 21, 2020
Why Asia continues to 'incite envy in developed world'
Jan 21, 2020
Giving practice management sessions to thousands … in Vietnam
Jan 21, 2020
Why a large paycheque isn’t enough to dispel financial stress
Jan 21, 2020
Bog of bad ratings growing bigger and harder to escape, says Moody’s
Jan 21, 2020
Will more advisors give cryptos a chance?
Jan 21, 2020
Dynamic Funds expands liquid-alt shelf
Jan 21, 2020
Global growth to slow but EMs will see expansion says IMF
Jan 21, 2020
Companies that prioritize sustainability outperform for investors
Jan 20, 2020
How to be proactive, not reactive
Jan 20, 2020
ASC fine offshore firm for unregistered trading
Jan 20, 2020
Man who killed wife to receive her life insurance payout
Jan 20, 2020
Leading robo becomes exclusive platform for 5,000 HUB advisors
Jan 20, 2020
Manulife anticipates two interest-rate cuts this year
Jan 20, 2020
You don’t know enough about ESG to demonstrate your value
Jan 20, 2020
Dealer unveils its new Private Client Platform
Jan 20, 2020
Empire Life announces three leadership changes
Jan 20, 2020
Toward a stronger regime of responsible investing
Jan 20, 2020
Advisors plan to ramp up ETF allocations
Jan 20, 2020
Robo-advisors not dead yet in Europe
Jan 20, 2020
Handle alternative data with care, investors tell hedge funds
Jan 20, 2020
3 in 10 Canadians say they are already insolvent MNP reports
Jan 20, 2020
Almost a third of economists think the BoC should cut rates
Jan 17, 2020
Why industry is ready to embrace qualification changes
Jan 17, 2020
Big Six bank files AI patent that predicts consumer purchases
Jan 17, 2020
Advisor bought USD at below-market rates from elderly client
Jan 17, 2020
Our strategy is defence and it’s resonating, says Raintree
Jan 17, 2020
Ex-fund rep fined $100,000 and banned for life
Jan 17, 2020
How Canadian wealth firms are fending off robo challenge
Jan 17, 2020
Plans to work in retirement don’t pan out for most
Jan 17, 2020
CSA issues guidance on crypto asset regulation
Jan 17, 2020
Harvest unveils new U.S. bond ETF
Jan 17, 2020
Is the US about to lose its crown as economic pace-setter?
Jan 17, 2020
Canadian taxpayers facing growing debt burden, higher taxes
Jan 16, 2020
SEI Canada names director of investment strategy
Jan 16, 2020
Harbourfront acquires Vertex One’s private wealth division
Jan 16, 2020
Advisors, what are your targets for growth this year?
Jan 16, 2020
Broad is best: why emerging markets are becoming more idiosyncratic
Jan 16, 2020
Why every family should go through a financial detox
Jan 16, 2020
Poll sheds light on borrower-lender disconnect
Jan 16, 2020
Responsible-investment interest is reaching the masses
Jan 16, 2020
Online access to investment documents not good enough, says advocate
Jan 16, 2020
Many Canadian entrepreneurs to invest in their businesses this year
Jan 16, 2020
Investing in rental apartments? Canada appears a better bet than US
Jan 15, 2020
Advisor fined $60,000 for failing to stop unsuitable trades
Jan 15, 2020
'Most people have no clue what they’re invested in'
Jan 15, 2020
Asset manager hits $1.5 billion milestone
Jan 15, 2020
Why 'Megxit' to Canada might be better than U.S.
Jan 15, 2020
Doors open for stronger reverse-mortgage use in Canada
Jan 15, 2020
Canadians lose two hours daily to financial worries
Jan 15, 2020
Venture capital investment in 2019 was second-highest ever
Jan 15, 2020
Wealthy people live 9 extra 'healthy' years according to academics
Jan 14, 2020
Brokerage venture promises stronger high-touch service
Jan 14, 2020
How does terrorism impact life insurance coverage?
Jan 14, 2020
Talking adult children through life settlement decisions
Jan 14, 2020
Survey suggests shift toward unusual burial arrangements
Jan 14, 2020
The challenges facing financial planners
Jan 14, 2020
WP Awards shine light on winners and industry successes
Jan 14, 2020
Fraudster accused of breaching OSC order
Jan 14, 2020
There’s long-term upside to looming bank stock volatility
Jan 14, 2020
Harry and Meghan's move will be a headache for their advisor
Jan 14, 2020
Rich valuations test investors’ love for tech
Jan 14, 2020
How investors can beat expert forecasts
Jan 14, 2020
Survey reveals Americans’ mixed feelings on money
Jan 14, 2020
Picton Mahoney expands further into alternatives with acquisition
Jan 14, 2020
Fix your climate change risk or we're out says BlackRock
Jan 14, 2020
Canadians are preparing for higher cost of living in 2020
Jan 14, 2020
Finaeo welcomes industry veteran to board of directors
Jan 13, 2020
'The big picture is equities should perform in 2020'
Jan 13, 2020
Three U.S. opportunities ripe for investment in 2020
Jan 13, 2020
Pascal Financial announces deal with Sterling Mutuals
Jan 13, 2020
'Hypocrisy does not belong in a portfolio'
Jan 13, 2020
High-net-worth clients need cybercrime savvy
Jan 13, 2020
Private debt sputtered in 2019, says Preqin
Jan 13, 2020
Emerging-market equities set to outperform, says UBS
Jan 13, 2020
TMX chief steps down despite no evidence of sexual misconduct
Jan 13, 2020
Investors ready for earnings slump but there's some good news
Jan 11, 2020
Wealth Professional Awards 2020
Jan 10, 2020
How CPP enhancements will give Canadians 50% more
Jan 10, 2020
The week that was January 6-10
Jan 10, 2020
CIBC appoints former federal minister as vice-chair
Jan 10, 2020
'Don’t take on more risk by sticking with last year’s winners'
Jan 10, 2020
Asset liftoff getting harder for neophyte ETFs
Jan 10, 2020
Hedge funds’ 2019 returns were big, but not big enough
Jan 10, 2020
Edward Jones welcomes RBC GAM as strategic partner
Jan 10, 2020
Manulife closes first PE fund-of-fund
Jan 10, 2020
BoC governor says protectionism, housing market are risks
Jan 10, 2020
Canada's biggest companies have already earned their tax for 2020
Jan 10, 2020
2019 Year in Review
Jan 10, 2020
Looking for alternatives
Jan 09, 2020
New frontiers for ETFs
Jan 09, 2020
Walter Global Asset Management names new managing partner
Jan 09, 2020
New AI-powered wealth platform built for advisors
Jan 09, 2020
Risks of Alberta CPP exit far outweigh benefits, says policy paper
Jan 09, 2020
Invest to mitigate climate risk, not exclude polluters
Jan 09, 2020
White Rock man fined for breaching BCSC order
Jan 09, 2020
Albertans warned of six top investment risks for 2020
Jan 09, 2020
A digital evolution in RESPs
Jan 09, 2020
Global REITs poised for continued double-digit returns
Jan 09, 2020
Does raging fee war actually threaten asset managers?
Jan 09, 2020
Why AI-powered strategies still have to get real
Jan 09, 2020
2020 should bring some relief for Canadian oil sector says Deloitte
Jan 09, 2020
Experts say no recession this year but Canadians are not convinced
Jan 08, 2020
Why industry fee compression is no act of altruism
Jan 08, 2020
Which stock could have earned you 4,031% over past decade?
Jan 08, 2020
So much money waiting to be invested, says leading ETF provider
Jan 08, 2020
New provincial tax to weigh on B.C. business owners
Jan 08, 2020
Stop splitting advice complaints, investor advocate urges OBSI
Jan 08, 2020
What fund themes are likely to get investors excited?
Jan 08, 2020
MSCI unveils new fixed income indexes
Jan 08, 2020
Equity markets saved DB pensions from disaster in 2019
Jan 08, 2020
A global financial services firm just entered the music business
Jan 08, 2020
ETF Spotlight
Jan 07, 2020
Are indexed universal life policies ticking timebombs?
Jan 07, 2020
Snowbirds strike back against Ontario’s travel insurance cut
Jan 07, 2020
Anti-vaping sentiment in Canada has nearly doubled
Jan 07, 2020
Rookie advisor fined $35,000, blames boss for violations
Jan 07, 2020
Morningstar names new leader of global index business
Jan 07, 2020
Shopify atones for late-2019 wipeout as shares touch new record
Jan 07, 2020
How to manage clients' cross-border wealth
Jan 07, 2020
'Don’t swing for the fences' if you want to bet on oil
Jan 07, 2020
Copper/Gold Ratio
Jan 07, 2020
A progressive solution to an antiquated industry
Jan 07, 2020
Toronto firm riding 'rapid growth' of online betting sector
Jan 07, 2020
Will tech IPOs be a tougher sell in 2020?
Jan 07, 2020
Purpose marches into Europe with medical pot ETF
Jan 07, 2020
Why Canada’s economy is the world’s riskiest
Jan 07, 2020
Is there a distortion in gender-lens investing?
Jan 07, 2020
Canada's economic future in two colours, grey and green
Jan 07, 2020
What is LIVA and why could it deliver better investment returns?
Jan 06, 2020
C.D. Howe Institute welcomes former pension-fund chief
Jan 06, 2020
FP Canada launches new professional qualification
Jan 06, 2020
Canadian ETFs break annual inflow record with $28 billion
Jan 06, 2020
Why consolidation amid pot wreckage is a positive
Jan 06, 2020
Why HNW clients ‘absolutely need alternatives’
Jan 06, 2020
NASAA tags top investor threats for 2020
Jan 06, 2020
Value’s comeback has arrived — maybe
Jan 06, 2020
Hedge funds’ fee fall continued in 2019
Jan 06, 2020
Horizons adjusts strategy of index ETF
Jan 06, 2020
Victory for Hudson's Bay shareholders as offer is boosted
Jan 06, 2020
Bitcoin could be a beneficiary of the US-Iran tension
Jan 03, 2020
Wealthsimple prepares to launch new services
Jan 03, 2020
The week that was January 2-3
Jan 03, 2020
Are you ready for Amazon?
Jan 03, 2020
Investor advocate group expects Ontario to buckle on DSCs
Jan 03, 2020
Gap between investor and fund returns has narrowed, finds Morningstar
Jan 03, 2020
Federal tax changes to benefit Canadians in 2020
Jan 03, 2020
Signs of aging in the ETF space?
Jan 03, 2020
Markets react as US airstrike kills Iranian commander
Jan 03, 2020
Canada's top CEOs are earning more than ever says report
Jan 02, 2020
Advisors fined $70,000 for facilitating suspicious trades
Jan 02, 2020
DSCs 'target the most vulnerable investors'
Jan 02, 2020
Reasons to be optimistic about emerging markets in 2020
Jan 02, 2020
Taking a 2020 view of fintech in wealth management
Jan 02, 2020
Pushing open the doors to Canadian crowdfunding
Jan 02, 2020
Expect bigger roles for ETFs and alternatives in 2020
Jan 02, 2020
When it comes to wealth opportunity, Canada’s perfectly average
Jan 02, 2020
IIROC vows to support industry transformation
Jan 02, 2020
Canadians are cutting back on debt amid fears of recession
Jan 02, 2020
Cracks are emerging in risky investments warns JPMorgan