Site Map for October 2020

Date
Title
Oct 30, 2020
'COVID-19 has turbocharged all our innovation platforms'
Oct 30, 2020
Three concerns for investors if U.S. gets a 'deep Blue Wave'
Oct 30, 2020
Institutional investors seeking change are going beyond divestment
Oct 30, 2020
Lower- and middle-income Canadians face barriers, says OBSI
Oct 30, 2020
Dynamic Funds goes after the renewable-energy wave
Oct 30, 2020
CIBC launches fixed-income ETF series
Oct 30, 2020
Could BMO sell-off part of its US$273 billion fund business?
Oct 30, 2020
Canadian business confidence is weakening amid virus rise
Oct 30, 2020
Insurers can absorb pandemic life and health claims, says report
Oct 29, 2020
Jordy Chilcott leaves SLGI in leadership reshuffle
Oct 29, 2020
Advisors to interview children for 'fresh perspective' on finance
Oct 29, 2020
What could the U.S. election mean for pot sector?
Oct 29, 2020
Launching in U.S. is the 'obvious next step' for Planswell
Oct 29, 2020
Canada can afford huge fiscal stimulus, insists Freeland
Oct 29, 2020
Using LinkedIn to connect with local wealth
Oct 29, 2020
Are MICs the answer to our "yield crunch"?
Oct 29, 2020
Why Canadians should prepare for tax-return season
Oct 29, 2020
IIAC seeks clarity on Ontario title protection
Oct 29, 2020
Canadians' risk tolerance has been steady amid COVID-19
Oct 29, 2020
CRA seeks repayment from unwitting CERB double-dippers
Oct 29, 2020
Companies' behaviour increasingly under the HNWI microscope
Oct 29, 2020
It's not just tech firms that are great employers, banks are too
Oct 29, 2020
Things are only going to get tougher for technophobic advisors
Oct 29, 2020
Striving to do better
Oct 29, 2020
The case for small- and mid-caps
Oct 29, 2020
When the stars align
Oct 28, 2020
Investment platform 'now has everything we need', says Sun Life CEO
Oct 28, 2020
'If anyone was looking for advice, now is the time to get it'
Oct 28, 2020
From immigrant single mom to top advisor
Oct 28, 2020
Three quarters of Canadians want advice on new retirement reality
Oct 28, 2020
COVID-19 has created a rising tide of financial stress
Oct 28, 2020
Investors should have a voice in SROs, says advocate
Oct 28, 2020
Canadian banks are valuable but yoga gear gains overseas
Oct 28, 2020
Homeowners are optimistic but some to face heart-breaking truth
Oct 28, 2020
A shared solution to account takeover fraud
Oct 28, 2020
Chubb Canada president announces retirement
Oct 27, 2020
Can closed-end ETFs answer the call for income?
Oct 27, 2020
Are equity tailwinds just a matter of time?
Oct 27, 2020
COVID-19 could permanently cripple a third of Canadians' finances
Oct 27, 2020
Investor advocates list must-do's in SRO consultation
Oct 27, 2020
DGAM targets $100-billion AUM in ambitious growth plan
Oct 27, 2020
National Bank inks partnership to support students' financial literacy
Oct 27, 2020
Has the smart-beta train run out of steam?
Oct 27, 2020
TD launches digital app amid "significant increase" in DIY demand
Oct 27, 2020
Why it's more vital than ever to strengthen relationships with clients
Oct 26, 2020
Ex-advisor, firms to pay almost US$9 million over Ponzi scheme
Oct 26, 2020
How well can Canadian LPs capture U.S. pot market?
Oct 26, 2020
Why chances of hitting election home-run trade are slim
Oct 26, 2020
A 21st century cashflow solution
Oct 26, 2020
Top 50 Advisors: Entries now open
Oct 26, 2020
How COVID-19 has thrown Canadians financially off-balance
Oct 26, 2020
Is diversification leading to increased risk?
Oct 26, 2020
Industry groups weigh in on SRO framework consultation
Oct 26, 2020
Mutual funds shed assets in September
Oct 26, 2020
Cenovus, Husky deal reflects caution among energy investors
Oct 26, 2020
What's the biggest mistake made by millionaire investors?
Oct 26, 2020
PMPRB finalizes new drug-pricing guidelines
Oct 23, 2020
Why nimble low volatility strategy is 'here to stay'
Oct 23, 2020
The three catalysts to U.S. pot proliferation
Oct 23, 2020
Canadian retail investors want D&I in their portfolios, says RIA
Oct 23, 2020
COVID-19 impact has 40% of Canadians worried about retirement
Oct 23, 2020
Farmland fund firm makes Dealsquare debut
Oct 23, 2020
Independent insurance agents and wholesalers stand at a crossroads
Oct 23, 2020
Financial crime compliance costs have risen 33%, says report
Oct 23, 2020
Virus vs. Economy: Experts warn of slower Canadian recovery
Oct 23, 2020
Fixed rate mortgages the new normal for first-time homebuyers
Oct 22, 2020
Platform is a 'marriage between digital and advice capabilities'
Oct 22, 2020
'The most unusual election of my lifetime'
Oct 22, 2020
A consolidated SRO model is not a bridge too far
Oct 22, 2020
'Our assets are the backbone of the industry'
Oct 22, 2020
Business inequality could worsen over the holidays, says CFIB
Oct 22, 2020
Why SPACs' shine might mean squat to renewables
Oct 22, 2020
Defying expectations, global VC investment rose in Q3
Oct 22, 2020
IT firm forges partnership with IGM
Oct 22, 2020
Has PayPal move just accelerated Bitcoin to mainstream?
Oct 22, 2020
Full deal activity to return in 2021 say alternatives professionals
Oct 21, 2020
Why portfolio 'awakening' has set the scene for alternatives
Oct 21, 2020
Providing the engine to drive a practice
Oct 21, 2020
Canada pensions rank 9th globally and there is work to be done
Oct 21, 2020
COVID-19 raises concerns for family businesses
Oct 21, 2020
Neither a Trump nor Biden win would be all good for Canada
Oct 21, 2020
Fidelity boosts diversification with new fund launches
Oct 21, 2020
Canada's first female top 8 bank leader has some big challenges
Oct 21, 2020
Report slams implementation of Canada's carbon taxes
Oct 21, 2020
CLHIA calls on Ontario to relieve industry burden
Oct 21, 2020
Manulife opens insurance window for Canadians
Oct 20, 2020
CI completes acquisition of a majority stake in Aligned Capital
Oct 20, 2020
Why Chadwick Boseman has brought estate planning to the fore
Oct 20, 2020
Rise in stocks not based on wishful thinking
Oct 20, 2020
Don't take tech specialization too far, says report
Oct 20, 2020
Factor investors committed for the long haul, finds global study
Oct 20, 2020
Second COVID-19 wave could end a third of Canadian SMEs
Oct 20, 2020
TD trimming fees on index ETFs
Oct 20, 2020
3iQ announces Canadian-dollar trading of The Bitcoin Fund
Oct 20, 2020
Canadians are changing spending habits and its bad news for stores
Oct 20, 2020
Report: ESG will make all the difference for private equity firms
Oct 19, 2020
Responsible Investing may be the key to investing in food
Oct 19, 2020
'Why fear around financials means they are mispriced'
Oct 19, 2020
Why adding alternatives to portfolio is a trade-off
Oct 19, 2020
How to prepare clients for 'hot state' conversations
Oct 19, 2020
Advisor and investor sentiments split on 2020's final quarter
Oct 19, 2020
Invesco Canada makes changes to mutual funds and ETFs
Oct 19, 2020
Next Edge taking first step into liquid-alt space
Oct 19, 2020
Brookfield invests in American Equity as annuities firm shuns bid
Oct 19, 2020
CIBC: Longer lockdowns may be necessary to shore up economy
Oct 19, 2020
Barriers forcing patients to self-medicate with pot
Oct 16, 2020
It's time to build a data strategy
Oct 16, 2020
Why Japan should serve as a lesson for central banks
Oct 16, 2020
'The more you invest, the more you realise it's about making judgments'
Oct 16, 2020
MFDA issues $850,000 fine, permanent ban for ex-dealing rep
Oct 16, 2020
Record contractions expected as second COVID-19 wave slams provinces
Oct 16, 2020
Hamilton launches leveraged Canadian bank ETF
Oct 16, 2020
Counsel launches new multi-manager portfolios
Oct 16, 2020
Fraser Institute: Wealth tax is unnecessary and damaging
Oct 16, 2020
Impact investing to almost double in HNW portfolios by 2025
Oct 16, 2020
Medavie Blue Cross unveils flexible drug management solution
Oct 15, 2020
Following right economic trends provides reasons for optimism
Oct 15, 2020
Why UN alignment exposes you to 'companies of the future'
Oct 15, 2020
How COVID-19 has been a wakeup call for wealth planning
Oct 15, 2020
ESG adoption continues to rise – except in one place
Oct 15, 2020
Getting to grips with gold's protection potential
Oct 15, 2020
IIROC sanctions PM with $50,000 fine, 12-month ban
Oct 15, 2020
IG rolls out digital advisor portal solution
Oct 15, 2020
Spike in savings has been diverted into a traditional investment
Oct 15, 2020
Economy must remain open despite second wave say experts
Oct 14, 2020
‘There’s still so much room to grow’
Oct 14, 2020
Why it's time for the great rebalancing out of core bonds
Oct 14, 2020
Contested election could be 'even more tumultuous' than 2000
Oct 14, 2020
Canada's debt picture points to K-shaped recovery
Oct 14, 2020
Wealth management firms must walk the walk, says investor advocate
Oct 14, 2020
Picton Mahoney names head of retail business
Oct 14, 2020
COVID-19 is pushing Canadian workers to mental exhaustion
Oct 14, 2020
BoC is running out of options says Stephen Poloz
Oct 14, 2020
Family-controlled companies outperform says National Bank
Oct 14, 2020
Pan-Canadian generics initiative has led to nearly $2 billion in savings
Oct 13, 2020
'Everything ETFs stood for made sense to me – I'd found a home'
Oct 13, 2020
'How I got sued by biggest player in syndicated mortgage space'
Oct 13, 2020
Examining the wisdom of thematic ETF investments
Oct 13, 2020
Why emerging-market fund investors might be disappointed in the long run
Oct 13, 2020
Bank of Canada faces complex juggling act
Oct 13, 2020
Machine learning for fund analysis is cheap, but comes at a cost
Oct 13, 2020
IIROC seeks comments on bulk account transfers
Oct 13, 2020
$5 trillion asset managers say 'no more' to polluting companies
Oct 13, 2020
Is now the time to buy into blockchain?
Oct 09, 2020
Why a 'blue wave' will be long-term fillip for investors
Oct 09, 2020
Are there stirrings of a value rally?
Oct 09, 2020
You support your clients with financial planning, but how good is the support and advice you get?
Oct 09, 2020
An equity play for income and growth, all in one
Oct 09, 2020
The biggest ESG challenges for PE industry? Data and measurement
Oct 09, 2020
Who are Canada's top billionaires?
Oct 09, 2020
Invesco launches Canadian ESG ETF
Oct 09, 2020
Capital Group names national sales leader for Canadian business
Oct 09, 2020
Macklem: Many risks to recovery remain, climate change risk rising
Oct 09, 2020
Can securities lending and ESG live in harmony?
Oct 09, 2020
Are permanent life policies being pushed too hard?
Oct 08, 2020
Why fixed income must be viewed from total-return perspective
Oct 08, 2020
Why income investing is more than sniffing out higher yield
Oct 08, 2020
Governance still tops ESG considerations for asset managers
Oct 08, 2020
Can insurers help Canadians stay financially well?
Oct 08, 2020
Canadian small-business owners still hopeful amid headwinds
Oct 08, 2020
Why negative-yielding debt might make sense for some investors
Oct 08, 2020
Innovative asset-management firm welcomes industry veteran
Oct 08, 2020
Riches on a rollercoaster: how UHNW people were hit by COVID
Oct 08, 2020
Is there an "elephant in the room" for Canadian life insurance?
Oct 07, 2020
How Carte built a $1.3 billion financial planning organization
Oct 07, 2020
Why governments need a post-pandemic plan to reassure investors
Oct 07, 2020
Why 'left for dead' financial space could still have value
Oct 07, 2020
How economic hardship complicates dividend investing
Oct 07, 2020
KPMG welcomes Canada national family office leader
Oct 07, 2020
Canadians gain amid "great polarization" for world's billionaires
Oct 07, 2020
Investing apps have seen exponential growth this year
Oct 07, 2020
A whole life option to provide peace of mind
Oct 07, 2020
Time for life insurers to focus on their people
Oct 06, 2020
How advisors can improve their SEO ranking?
Oct 06, 2020
Richardson GMP transaction receives overwhelming shareholder approval
Oct 06, 2020
Franklin Templeton Canada unveils global growth active ETF
Oct 06, 2020
Why Waratah's resilience is resonating with investors
Oct 06, 2020
Will SPACs signal the peak of 'tech bubble'?
Oct 06, 2020
Costs of cognitive decline go beyond rising expenses, finds research
Oct 06, 2020
Canadian ETF flows moderate in September
Oct 06, 2020
Ex-dealing rep banned for conflicted processing of orders
Oct 06, 2020
IAFP unveils program for CFA charterholders
Oct 06, 2020
Canadian pension plans enjoyed "calm before the storm" in Q3
Oct 06, 2020
Income inequality is literally killing people says report
Oct 05, 2020
Ex-advisor faces 20 years behind bars for US$3.7 million fraud
Oct 05, 2020
Infrastructure spending key whoever wins election
Oct 05, 2020
Bank and MD part of $15 million initiative to help healthcare system
Oct 05, 2020
Challenges ahead for managers, OEO dealers faced with trailer ban
Oct 05, 2020
Helping wealth firms take on the 'three-headed monster'
Oct 05, 2020
AGF Investments evolves lineup with new ETFs and portfolio funds
Oct 05, 2020
CI Investments continues on shelf-streamlining path
Oct 05, 2020
Business leaders demand reform to aid 'worst state' global economy
Oct 05, 2020
Owning a luxury home has provided mixed fortunes in 2020
Oct 05, 2020
Foresters Financial and Canada Protection Plan declare union
Oct 02, 2020
Why major risks lie ahead for Canadian pension plans
Oct 02, 2020
Acquisition-happy firm to modernize fintech offering
Oct 02, 2020
Portfolio manager fined $250,000 for ‘deceptive conduct’
Oct 02, 2020
New ETF capitalizes on blank-check firm boom
Oct 02, 2020
RIA's diversity pledge gains massive institutional backing
Oct 02, 2020
IIROC, OSC call for whistleblower tips
Oct 02, 2020
Markets in turmoil as Trump tests positive for COVID-19
Oct 02, 2020
CSA highlights investor education in volatile times
Oct 02, 2020
Empire Life unveils second telemedicine offering
Oct 01, 2020
Advisor banned for misappropriating nearly $30,000 for gambling
Oct 01, 2020
Improved management of clients’ monies by wealth managers and achieving best practice compliance
Oct 01, 2020
WP Awards 2020: winners revealed
Oct 01, 2020
Creating easy diversification into alternative assets
Oct 01, 2020
Getting exposure to innovation away from the public markets
Oct 01, 2020
Amid pandemic, Canada keeps spot in global retirement rankings
Oct 01, 2020
Why investors might want to stay cautious on SPACs
Oct 01, 2020
Digital shift will accelerate beyond 2020, say small-business owners
Oct 01, 2020
Bridgehouse launches new funds through exclusive partnership
Oct 01, 2020
Big banks back entrepreneurs as key to economic recovery
Oct 01, 2020
Analysts are better at calling tax rates than financial reports
Oct 01, 2020
Building something bigger
Oct 01, 2020
Addressing the 'she-cession'
Oct 01, 2020
How family success inspired career growth