Site Map for November 2020

Date
Title
Nov 30, 2020
Advisor blames pressure to appear successful for $2.6 million swindle
Nov 30, 2020
A five-year journey to five-star returns
Nov 30, 2020
Make investors an urgent priority, advocate tells OSC
Nov 30, 2020
FAIR Canada receives $3.75 million funding
Nov 30, 2020
Can ESG integration give a fuller picture of credit risk exposure?
Nov 30, 2020
Ottawa to hand out more cash as PM pledges "we're here for you"
Nov 30, 2020
Canadian investors want to go green but a different shade to issuers
Nov 30, 2020
Travel health insurers answering call for assurance amid COVID-19
Nov 27, 2020
Why the outlook for private debt is bullish
Nov 27, 2020
Will inflation be the story of 2021?
Nov 27, 2020
A new type of alpha for retirement portfolios?
Nov 27, 2020
Should donors not ask charities how their money was spent?
Nov 27, 2020
Could PE managers be pulling a fast one on performance persistence?
Nov 27, 2020
Coinsquare shows commitment to crypto regulation
Nov 27, 2020
BoC: Interest rates will stay "very low for a long time"
Nov 27, 2020
Canadian billionaires have "made out like bandits" during pandemic
Nov 27, 2020
Green Shield Canada welcomes Benecaid
Nov 26, 2020
Bitcoin now a 'digital global hedge' against money printing
Nov 26, 2020
Now is a good time to take stock of clients' tax situation
Nov 26, 2020
Vaccine gap presents more buying opportunities, says portfolio manager
Nov 26, 2020
Why most advisors fail to harness the power of digital marketing
Nov 26, 2020
Debt, mental health, and housing emerge as primary COVID concerns
Nov 26, 2020
Canadian ESG assets have exploded past $3 trillion
Nov 26, 2020
Manulife launches five smart ETFs
Nov 26, 2020
Harbourfront announces president and director
Nov 26, 2020
CIBC, BMO extend work-from-home as banks prepare results
Nov 26, 2020
Retirees shun luxury amid fears of income shortfall
Nov 25, 2020
$100 million acquisition of PI Financial was fraudulent, IIROC alleges
Nov 25, 2020
'It's as if a bomb has gone off in our economy'
Nov 25, 2020
Why we have to be realistic about impact investing returns
Nov 25, 2020
Wealth management apps see higher uptake, but satisfaction lags
Nov 25, 2020
Last chance to be part of the Top 50 Advisors list
Nov 25, 2020
Three fourths of business owners see light beyond COVID-19 tunnel
Nov 25, 2020
Canadians' gift-giving spirit is immune to COVID-19
Nov 25, 2020
Indigenous pair file human rights complaint against BMO
Nov 25, 2020
CBA warns Canadians not to take risks with their 'cyber hygiene'
Nov 25, 2020
Creating an accelerated process in specialty drug benefits
Nov 25, 2020
Parachute 2.0 touches down in Canada
Nov 24, 2020
Need portfolio diversification? Let’s talk farm land
Nov 24, 2020
'People are not appreciating how disenfranchised many advisors are'
Nov 24, 2020
How mentorship can empower next generation of female advisors
Nov 24, 2020
After the worst year ever for value investing, where can we turn?
Nov 24, 2020
Don't let the market hijack your clients' actions, says Cerulli
Nov 24, 2020
How hard could the next bond bear bite?
Nov 24, 2020
Pick up the barbell on U.S. stocks, says BlackRock
Nov 24, 2020
COVID-19 has driven up IIROC clients' cash balances
Nov 24, 2020
Franklin Templeton Canada announces institutional appointment
Nov 24, 2020
CI Financial announces major acquisition to boost US footprint
Nov 24, 2020
BoC: We must remain vigilant to risks beyond pandemic
Nov 23, 2020
TD brings more education to investors with TD GoalAssist
Nov 23, 2020
Family office's Florida expansion and deep dive into Bitcoin
Nov 23, 2020
How 2020 has affirmed the value of philanthropy
Nov 23, 2020
Ninepoint makes debut on NEO Exchange
Nov 23, 2020
Scotia launches low-carbon funds
Nov 23, 2020
Purpose adds to structured-product family
Nov 23, 2020
World's biggest firms could slash dividends by up to 20%
Nov 23, 2020
1 in 5 Canadians shun debt strategies for the emu approach
Nov 23, 2020
Empire Life unveils disability rider for whole and term life offerings
Nov 20, 2020
Mutual fund sales powered past $3 billion in October
Nov 20, 2020
Alleged $35 million Ponzi schemer tried to flee underwater
Nov 20, 2020
Investors 'lost half a million dollars' in sports website
Nov 20, 2020
Financial feminist platform offers 'extraordinary opportunity'
Nov 20, 2020
Reminding clients of your value during the relationship
Nov 20, 2020
IIROC, MFDA move to align with client-focused reforms
Nov 20, 2020
Ontario's title-protection push faces massive challenges
Nov 20, 2020
Small-business owners urge Ottawa to hold off on CPP hike
Nov 20, 2020
COVID-19 concerns haven't curbed bond managers' risk appetite
Nov 20, 2020
Newfoundland firm to power global action against financial crime
Nov 20, 2020
Saving for the kids' college education has taken a hit in 2020
Nov 20, 2020
Green Shield Canada unlocking telemedicine access for plan members
Nov 19, 2020
Client, 90, alleges advisor lost her more than $120,000
Nov 19, 2020
How mortgage trends show Canada’s Economic Strength
Nov 19, 2020
Why pandemic has 'demystified' the concept of financial planning
Nov 19, 2020
CMC Markets looks back over past 15 years of business
Nov 19, 2020
Why asset manager believes in the potential of ESG
Nov 19, 2020
Saving family businesses from divorce during COVID-19
Nov 19, 2020
Pushing the envelope on financial education
Nov 19, 2020
Canadian pot stocks' rally hasn't impressed hedge funds
Nov 19, 2020
Canadian institutional investors are all in on ESG
Nov 19, 2020
CI makes filing for bitcoin fund launch
Nov 19, 2020
Mackenzie unveils CIO succession plan
Nov 19, 2020
Pay rises are set to be muted in 2021 as firms focus on stability
Nov 19, 2020
Vaccine boost could see investors caught out by the 'Great Rotation'
Nov 18, 2020
Investing in the future: Educating clients and the next generation on financial literacy
Nov 18, 2020
Award-winning career advice from the country's top advisors
Nov 18, 2020
Unlocking the value of philanthropy and community service
Nov 18, 2020
The next gen advisor: Finding early success and what it takes to make it to the top
Nov 18, 2020
The future of wealth management: The CEO roundtable
Nov 18, 2020
Developing strong teams for business success
Nov 18, 2020
Attract and keep your clients: How to build award-winning client retention and engagement strategies
Nov 18, 2020
Incorporating technology and the future of financial advice
Nov 18, 2020
Strategies for top portfolio managers
Nov 18, 2020
Award-winning career advice from female industry trailblazers
Nov 18, 2020
The power of using exchange-traded derivatives in your portfolio
Nov 18, 2020
Gaining an edge with alternatives: Award-winning insights on alternative investing
Nov 18, 2020
How to build an award-winning advisor network
Nov 18, 2020
What’s in store for 2021? Leading investment strategies for the coming year
Nov 18, 2020
Meet the Young Achievers of the Year
Nov 18, 2020
Ex-dealing rep accused of insider trading on pot company knowledge
Nov 18, 2020
How income layering can help retirees protect portfolio value
Nov 18, 2020
'Making money and doing good at the same time has always been my mantra'
Nov 18, 2020
Top 50 Advisors application deadline extended to November 27
Nov 18, 2020
Over a third of entrepreneurs want to sell or transition – but can't
Nov 18, 2020
Are falling real yields fuelling junk-bond binge?
Nov 18, 2020
Morningstar embarks on ESG integration journey
Nov 18, 2020
CIBC: Canadians are sitting on $170 billion of excess cash
Nov 18, 2020
Richardson GMP has a makeover with a new name and brand
Nov 18, 2020
Giving critical illness coverage a much-needed refresh
Nov 18, 2020
More GMS customers getting access to LifeWorks
Nov 18, 2020
Extraordinary opportunity: Investing in the great energy transition
Nov 17, 2020
3 Big Questions with Joe Pochodyniak
Nov 17, 2020
CFIB throws support behind business owner fighting CRA
Nov 17, 2020
How to kick imposter syndrome to the curb
Nov 17, 2020
Unlocking the potential in beat-up sectors
Nov 17, 2020
Clients' DSC fund holdings fell 31% in two years, reports MFDA
Nov 17, 2020
Phaseout of COVID-19 aid programs bringing bankruptcies back
Nov 17, 2020
How should retired investors play their low-rate hand?
Nov 17, 2020
How investors' infatuation with thematic ETFs could end in tears
Nov 17, 2020
PenderFund launches tech venture capital group
Nov 17, 2020
Canada's big banks, insurers join with BoC for climate risk pilot
Nov 17, 2020
Canadian housing market holds up but are cracks appearing?
Nov 16, 2020
Nicola Wealth acquires real estate investment firm
Nov 16, 2020
New cloud computing ETF taps into fast-growing universe
Nov 16, 2020
How advisors can get 'insurance for their equity portfolios'
Nov 16, 2020
2021 looks set for more uncertainty, where should investors turn?
Nov 16, 2020
Talking about the wealthtech revolution
Nov 16, 2020
Exempt IIROC, MFDA advisors from title protection, IFIC says
Nov 16, 2020
How emergency-ready are Canadians financially?
Nov 16, 2020
Why low returns should be expected in ESG
Nov 16, 2020
Canadian businesses remain pressured but most will retain jobs
Nov 16, 2020
Financial services sector continues to be an employees' favourite
Nov 16, 2020
COVID-19 continues to harm Canadians' mental health
Nov 13, 2020
Ex-advisor who stole from NHL stars gets 17 years in prison
Nov 13, 2020
Canadian asset management giant launches Bermuda company
Nov 13, 2020
Montreal fintech CEO features in latest Dragons' Den episode
Nov 13, 2020
Why are there so few female advisors?
Nov 13, 2020
Canadians keeping finances in mind, but out of conversation
Nov 13, 2020
Tangle of payroll requirements threatens Canada's recovery
Nov 13, 2020
CI Financial announces successful Q3
Nov 13, 2020
COVID-19 is driving more consumers to check their credit situation
Nov 13, 2020
Are asset managers suffering from 'content overload' online?
Nov 13, 2020
Freeing interprovincial trade could boost economy by $90 billion
Nov 13, 2020
Sun Life goes digital in diversity and inclusion efforts
Nov 12, 2020
Time for a single SRO is now, says CEO Pollock
Nov 12, 2020
Why it pays to be active in this fixed-income world
Nov 12, 2020
Options for advisors to incorporate fixed income
Nov 12, 2020
Painting a richer picture of past portfolio performance
Nov 12, 2020
The follies of factor fund investing
Nov 12, 2020
Why bond markets could be set for a bearish turn
Nov 12, 2020
Family offices eyeing bitcoin for safe-haven needs?
Nov 12, 2020
The circle of life in factor investing
Nov 12, 2020
Sustainability goals lag as $50 trillion firms ignore EM opportunities
Nov 12, 2020
Is working from home a privilege that should be taxed?
Nov 11, 2020
Mega-buyer CI agrees to US$2.7 billion acquisition
Nov 11, 2020
How advisor seized COVID-19 investment opportunities
Nov 11, 2020
New AI tool identifies cash shortfalls
Nov 11, 2020
Tech innovation that stays focused on the client
Nov 11, 2020
How are Canadians shaping their financial futures?
Nov 11, 2020
Making sense of value's disappearance
Nov 11, 2020
Equitable Bank unveils new reverse mortgage option
Nov 11, 2020
It's 'game on' for Apollo as asset manager seals $3.3bn gaming deal
Nov 11, 2020
Investors sticking with alternatives but competition has intensified
Nov 11, 2020
Helping MGAs cultivate an integrated edge
Nov 11, 2020
Goose offers low-cost insurance through partnership
Nov 10, 2020
3 Big Questions with Susan Daley
Nov 10, 2020
'The future has never been brighter for independents'
Nov 10, 2020
Anyone can share content – prove your value
Nov 10, 2020
Time is running out to be part of the Top 50 Advisors list
Nov 10, 2020
Behavioural nudges can improve senior protection, OSC says
Nov 10, 2020
Can big data support thematic-ETF dreams?
Nov 10, 2020
BC slammed for flawed anti-money laundering registry
Nov 10, 2020
Are junk bonds the new stocks?
Nov 10, 2020
Counsel launches private wealth pools
Nov 10, 2020
TD commits to carbon neutral, forms sustainability-focused group
Nov 10, 2020
Can Twitter analysis predict next-day stock returns?
Nov 09, 2020
Why healthcare and tech are leading the charge for investors
Nov 09, 2020
Four reasons to be confident about credit and risk assets
Nov 09, 2020
A stepwise path to fossil-free strategy outperformance
Nov 09, 2020
Upcoming reporting changes could rattle cagey trustees
Nov 09, 2020
Why emerging-market small-cap firms may hold an edge
Nov 09, 2020
IQPF appoints new head
Nov 09, 2020
US election seemed like a circus but for now it's a sideshow
Nov 09, 2020
Canadians could get money back for unused air tickets
Nov 09, 2020
Confidence in life insurance industry at all-time high
Nov 06, 2020
Fund manager accused of operating without registration for 10 years
Nov 06, 2020
The anti-anxiety trade is on, says Forstrong
Nov 06, 2020
Where to invest under a Joe Biden regime
Nov 06, 2020
2021 Top 50 Advisors list now open!
Nov 06, 2020
Siloed regulation stymies efforts at comprehensive advice, says IIROC
Nov 06, 2020
Green shoots in passive fixed-income ESG ETFs
Nov 06, 2020
Digital strategies a must for asset managers wooing advisors
Nov 06, 2020
CAIRP: Surge in insolvencies in Q3 and more "teetering on the edge"
Nov 06, 2020
Children and seniors at centre of Ontario provincial budget
Nov 06, 2020
Assuris names next president and CEO
Nov 05, 2020
CI Financial inks deal for US$1.1-billion Florida wealth firm
Nov 05, 2020
Why investors must wait for election clarity
Nov 05, 2020
Investors told to turn off the TV and ignore election rhetoric
Nov 05, 2020
Why the math supporting alternative credit has become exceedingly easy
Nov 05, 2020
Feds coming through with rent-subsidy overhaul
Nov 05, 2020
Why dot-com redux fears are overblown
Nov 05, 2020
Asset managers must innovate to fight fee compression, says Cerulli
Nov 05, 2020
Canada Life gets in on the portfolio act
Nov 05, 2020
NDP calls for pandemic wealth tax to pay for Canada's recovery
Nov 05, 2020
Fixed income veteran Barry Allan to sub-advise for Horizons ETFs
Nov 04, 2020
Why real estate is a good hedge against inflation
Nov 04, 2020
Data not emotion key to COVID-19 approach, says CEO
Nov 04, 2020
Why strong governance benefits social and environmental issues
Nov 04, 2020
Canadian ETFs soaked up $1.7 billion in October
Nov 04, 2020
Scotia launches slew of index ETFs
Nov 04, 2020
IGM accelerates tech push with IBM partnership
Nov 04, 2020
Canadian banks launch new products to tap client's aspirations
Nov 04, 2020
RBC real estate fund beats target with $805m in equity commitments
Nov 04, 2020
COVID-19-driven rise in life claims within normal volatility levels
Nov 04, 2020
TuGo unveils COVID-19 travel insurance policy
Nov 03, 2020
'I wanted an advisor who would educate me not tell me what to do'
Nov 03, 2020
Why investors' preference for a blue wave is 'all about the money'
Nov 03, 2020
Market uncertainty and election court challenges ahead?
Nov 03, 2020
A risk moderation play in uncertain times: Part 2, the man behind the curtain
Nov 03, 2020
MFDA report highlights crucial role in Canadian economy
Nov 03, 2020
Canadian plans maintain positive median returns in Q3
Nov 03, 2020
ESG indices see record year-on-year growth
Nov 03, 2020
Mutual-fund series unveiled for CI short-duration bond ETF
Nov 03, 2020
Starlight completes historic multi-residential deal
Nov 03, 2020
Wealth industry consolidation to rise amid "unprecedented change"
Nov 03, 2020
Property taxes prove an overweight burden on Canadian businesses
Nov 02, 2020
Second phase of crisis to offer 'compelling investment opportunities'
Nov 02, 2020
'The only instrument I know where you make money three ways'
Nov 02, 2020
A risk moderation play in uncertain times: Part 1, the Dream Team
Nov 02, 2020
Giving professionals the guidance they deserve
Nov 02, 2020
Canadians showcase financial resilience through COVID-19
Nov 02, 2020
One third of Canadians feeling worried about COVID's financial impact
Nov 02, 2020
Do currencies deserve a place in the new balanced portfolio?
Nov 02, 2020
Canadians are stressed by COVID but not as much as Americans
Nov 02, 2020
If the Fed takes rates negative, most FIs will struggle says report
Nov 02, 2020
Canadian employers' medical benefit costs to outpace inflation in 2021