Site Map for October 2021

Date
Title
Oct 29, 2021
Why COP26 must deliver more than lofty aspirations
Oct 29, 2021
WP's 5-Star Wealth Tech Providers revealed
Oct 29, 2021
BMO appoints new head of wealth management division
Oct 29, 2021
Inspiring BMO VP named one of Canada's 100 most powerful women
Oct 29, 2021
How young advisor leans on personal experience to grow
Oct 29, 2021
Short-term credit market functioning and projected policy
Oct 29, 2021
How can you move your business?
Oct 29, 2021
Industry reaffirms collective commitment to financial literacy
Oct 29, 2021
CFA Montréal unveils new president
Oct 29, 2021
Ninepoint Partners forges agreement with global alts manager
Oct 29, 2021
5-Star Asset Managers
Oct 29, 2021
Cidel Asset Management launches global impact fund
Oct 29, 2021
5-Star Wealth Tech Providers
Oct 29, 2021
Canadians to maintain pandemic spending habits
Oct 29, 2021
Most Canadians plan to restrain spending but will they save more?
Oct 29, 2021
Do minimum wage hikes actually help the working poor?
Oct 29, 2021
Canadian workers report 18th straight month of mental strain
Oct 28, 2021
Special Feature: Putting the power back into the hands of investors
Oct 28, 2021
Why business is booming for experienced portfolio manager
Oct 28, 2021
Hamilton ETFs more than tripled its AUM this year
Oct 28, 2021
The bigger picture: Edward Jones reveals 'why people matter' to organizational purpose
Oct 28, 2021
Bank of Canada urged to keep 'a close eye' on inflation
Oct 28, 2021
How Hamilton Lane plans to lead in the Canadian private-market space
Oct 28, 2021
Time to focus fees on financial planning?
Oct 28, 2021
Why a taper tantrum 2.0 isn’t likely for now
Oct 28, 2021
Horizons ETFs enhances thematic fund lineup
Oct 28, 2021
Advisors and clients disagree on asset class trajectories
Oct 28, 2021
Client conflict? Advisors and investors disagree on strong markets
Oct 28, 2021
Among funds with $27 trillion assets, just 1% are Paris-aligned
Oct 28, 2021
Chasing the dream of independence
Oct 27, 2021
How thematic investments can help future proof your portfolio
Oct 27, 2021
Why ESG integration is active management 2.0
Oct 27, 2021
Richardson Wealth's new VP embraces family office challenge
Oct 27, 2021
How advisors can guide clients through financial-planning pivots
Oct 27, 2021
How to align global equities allocation with Paris Agreement goals
Oct 27, 2021
Are you proud you started using more tech in the pandemic?
Oct 27, 2021
ESG benchmarks saw record growth in 2021, finds study
Oct 27, 2021
Broadridge Canada inks partnership with Equisoft
Oct 27, 2021
The value of responsible investing
Oct 27, 2021
Rates rise will be painful for millions of Canadians
Oct 27, 2021
Pressured families hold their breath as BoC prepares for rate hikes
Oct 27, 2021
Which country would Canadians most like to retire to?
Oct 26, 2021
iA Financial Group adds to seg-fund shelf
Oct 26, 2021
Why communication is key to family business transition
Oct 26, 2021
Setting client expectations vital for 2022, say Manulife strategists
Oct 26, 2021
Why advisors should be ready to steer clients through 'scary headlines'
Oct 26, 2021
Canadian institutional investors demand climate accountability
Oct 26, 2021
ETF sales plunged in September amid cratering equity demand
Oct 26, 2021
Why U.S. bitcoin ETF shows there’s nothing like the real thing
Oct 26, 2021
Is it safe to wade back into Chinese equities yet?
Oct 26, 2021
Mackenzie bolsters fund suite with new income solutions
Oct 26, 2021
TSX posts record gains and Elon Musk adds $36bn in one day
Oct 26, 2021
Equifax: 6 in 10 Canadians fear a retirement savings shortfall
Oct 26, 2021
IIROC to take control of Continuing Education accreditation
Oct 25, 2021
How RBC Dominion Securities grew during the pandemic
Oct 25, 2021
Are there financial lessons in Squid Game?
Oct 25, 2021
IG Wealth Management launches its first climate action funds
Oct 25, 2021
Direct indexing is taking off. Will Canada get on board?
Oct 25, 2021
No hikes before 2022, CD Howe urges Bank of Canada
Oct 25, 2021
Nova Scotia eyes taxes on homebuyers from outside the province
Oct 25, 2021
Canadians going abroad now have more COVID insurance options
Oct 25, 2021
HSBC gains and Rogers family feud escalates
Oct 25, 2021
Wealth products help HSBC Canada post significant profits boost
Oct 25, 2021
How confident are hedge funds for the next 12 months?
Oct 22, 2021
Why investors seeking certainty are out of luck
Oct 22, 2021
Have Canadian VCs broken free from tech-hub tyranny?
Oct 22, 2021
Canadian ESG funds' growth slowed in Q3, says Morningstar
Oct 22, 2021
Could Canadian stocks offer better inflation insulation?
Oct 22, 2021
What's the secret behind The Wealthbuilding Group's success?
Oct 22, 2021
Why don't clients trust you enough to follow all your advice?
Oct 22, 2021
Why this is the time to inflation-proof your portfolio
Oct 22, 2021
'I don't just care about client's money, I care about their well being'
Oct 22, 2021
Canada's pension system has a gender issue
Oct 22, 2021
How does Canada’s pension system rank against global peers?
Oct 22, 2021
Are we passing on bad financial habits to the next generation?
Oct 22, 2021
How COVID-19 opened global insurers' eyes to tech
Oct 21, 2021
Sagard unveils new private-credit fund
Oct 21, 2021
Home equity loan platform completes $20 million funding round
Oct 21, 2021
Horizons introduces new active emerging-markets ETF
Oct 21, 2021
COP26: Keeping climate issues on the front burner
Oct 21, 2021
How sometimes a 4% yield is better than 8%: Inside unique approach to dividend ETFs at TDAM
Oct 21, 2021
What steps can you take to prepare clients for vulnerable old age?
Oct 21, 2021
Are you being proactive with clients who fear standard of living is eroding?
Oct 21, 2021
How advisor turned his career around to become a rising star
Oct 21, 2021
Cost of living is a big concern for Canadian families
Oct 21, 2021
Cost of living is larger concern than income security survey reveals
Oct 21, 2021
Canada’s climate action means “sink or swim” decade for economy
Oct 20, 2021
Billion-dollar breakthrough: How CMI reached major mortgage milestone
Oct 20, 2021
Purpose Investments gunning for another crypto world first
Oct 20, 2021
CI sees record net flows in latest quarter earnings
Oct 20, 2021
How are you hedging portfolios against the unwinding of stimulus?
Oct 20, 2021
Why women invest differently to men when it comes to real estate
Oct 20, 2021
Client-focused reforms central to IG's new wealth tech platform
Oct 20, 2021
Active managers have an edge in ESG, says BlackRock
Oct 20, 2021
TD broadens individual offering with new online platforms
Oct 20, 2021
What's standing in the way of Canada's great wealth transfer?
Oct 20, 2021
Canada’s big wealth transition is underway, but there’s a problem
Oct 20, 2021
Canadian mortgage debt posts large rise, but defaults are low
Oct 20, 2021
How one brokerage scaled up to last for generations
Oct 19, 2021
'Next generation will have more women CEOs and presidents'
Oct 19, 2021
Echoes of Black Monday in meme stock phenomenon
Oct 19, 2021
Venture capital funds are doing well – maybe too well
Oct 19, 2021
Why Canadian small businesses aren't staying all in the family
Oct 19, 2021
COVID-19 hasn't killed Canadians' ambitions, finds CIBC
Oct 19, 2021
Securities regulators unveil draft climate disclosure requirements
Oct 19, 2021
Handle leveraged and inverse ETF sales with care, says IIROC
Oct 19, 2021
Mackenzie launches two new China funds
Oct 19, 2021
How much will it cost your clients to help their loved ones age?
Oct 19, 2021
Canadians are facing up to a lower standard of living
Oct 19, 2021
Many Canadians’ standard of living is being eroded warns BDO
Oct 19, 2021
Gen-COVID investor profile revealed in new research
Oct 18, 2021
Firm agrees to five-figure settlement over compliance failings
Oct 18, 2021
Desjardins pares management fees on ETFs
Oct 18, 2021
How advisors can help small businesses be more resilient
Oct 18, 2021
Crypto investments: a Trojan horse for ESG risk?
Oct 18, 2021
Trading activity in early 2021 unprecendented, says Wealthsimple
Oct 18, 2021
How to cultivate an evergreen farmland fund
Oct 18, 2021
Canadian couples prefer to avoid talking finances says RBC
Oct 18, 2021
Canadian couples still find it hard to talk about finances
Oct 18, 2021
Older adults are more likely to be philanthropists say academics
Oct 18, 2021
IIROC gives dealers guidance on reporting seg-fund transactions
Oct 15, 2021
RBC announces changes to index funds
Oct 15, 2021
Are stock-picking investors a dying breed?
Oct 15, 2021
Private equity is feeding the U.S. RIA frenzy
Oct 15, 2021
Don't use internal ombudsman as OBSI decoy, regulators warn firms
Oct 15, 2021
New BMO Private Wealth strategy head delights in career 'renaissance'
Oct 15, 2021
Is a milestone moment imminent for the cryptocurrencies industry?
Oct 15, 2021
How Mackenzie Investments proved that 'money can grow on trees'
Oct 15, 2021
Financial services’ future is coming, and this time it’s personal
Oct 15, 2021
Why Canadian funds may be more likely to back eco initiatives
Oct 15, 2021
COVID-19 impact on life insurers limited, research suggests
Oct 14, 2021
Ex-advisor banned for paying clients to drop complaints
Oct 14, 2021
How advisor is capturing the next generation of clients
Oct 14, 2021
Thematic ETFs are ‘coming of age’, says Global X
Oct 14, 2021
COVID-19 converts are bigger ESG believers, finds RBC
Oct 14, 2021
QWealth Partners grows further in Toronto with new partnership
Oct 14, 2021
Purpose launches mutual funds for crypto ETFs
Oct 14, 2021
The growing investment appeal of Canadian farmland
Oct 14, 2021
Is private equity still the focus for alternative investment professionals?
Oct 14, 2021
Can the recent strength of PE continue to deliver for alt investors?
Oct 14, 2021
CIBC Mellon launches new Indigenous-focused asset unit
Oct 14, 2021
Behind the curtain of ESG ratings
Oct 14, 2021
Skin in the game
Oct 14, 2021
Capitalizing on the digital age
Oct 13, 2021
Confronting new realities in retirement
Oct 13, 2021
Advisor hails ease of transition from BMO to Raymond James
Oct 13, 2021
Succession-planning platform offers U.S. giant 'a way to scale'
Oct 13, 2021
How IPC program helps advisors plan their succession
Oct 13, 2021
Why many advisors are falling short with their marketing strategy
Oct 13, 2021
North American asset managers surged through COVID pandemic
Oct 13, 2021
Does Canada's charitable giving space need a legal overhaul?
Oct 13, 2021
Are Canadians set to pile on more personal debt?
Oct 13, 2021
Canadians eye credit as life's essentials get less affordable
Oct 13, 2021
Alternative investment managers struggle in battle of the brands
Oct 13, 2021
Employer-provided medical benefit costs expected to jump 7% in 2022
Oct 12, 2021
Ex-dealing rep sanctioned for lying about client's pension monies
Oct 12, 2021
Sagard sets sights on real estate investing space
Oct 12, 2021
Should investors be looking for a 'happiness premium'?
Oct 12, 2021
Why it's too soon to brand China as 'uninvestable'
Oct 12, 2021
Poll finds Canadian investors lag peers on ESG focus
Oct 12, 2021
Are you applying the 'Rule of 30' to your younger clients' plan?
Oct 12, 2021
What retirement savings gaps can you help clients close?
Oct 12, 2021
Investors have a bigger influence on climate change than we thought
Oct 12, 2021
Research reveals investors’ huge influence on climate change
Oct 12, 2021
Global energy crisis is going to get worse but there is opportunity
Oct 12, 2021
Most Canadian workers would give up higher pay for good benefits
Oct 12, 2021
Why financial advisors should give back to their communities
Oct 08, 2021
Housing affordability falls further warns RBC
Oct 08, 2021
The benefits of responsible investing
Oct 08, 2021
Five reasons to invest in private multi-residential apartments
Oct 08, 2021
Research reveals 92% of advisors have clients with mental health issues
Oct 08, 2021
How upbringing inspired advisor's people-first approach
Oct 08, 2021
IIROC brokers won't pull back on ETF use, CETFA says
Oct 08, 2021
FSRA taking next steps on title protection
Oct 08, 2021
CSA lightening regulatory load for investment funds
Oct 08, 2021
RBC: Housing affordability has slipped to its worst in 30 years
Oct 08, 2021
Family offices are shifting focus as younger generations take control
Oct 08, 2021
How CGIB and BBD are closing a crucial group benefits plan gap
Oct 08, 2021
Canadian skater Stojko dumbfounded over offshored life insurance
Oct 07, 2021
Building your practice: Choosing a successor advisor
Oct 07, 2021
WPTV Special: Being part of the solution, not the problem
Oct 07, 2021
WPTV Special: Core philosophies behind advisor’s success
Oct 07, 2021
Episode 9 – 'It's about doing better for clients'
Oct 07, 2021
OSC overrules MFDA regulatory panel hearing verdict
Oct 07, 2021
The ‘10x hires’ strategy that allows young advisors to grow
Oct 07, 2021
Sustainable investment is now a standard among asset owners
Oct 07, 2021
How advisors can protect clients borrowing from the ‘Bank of Mom and Dad’
Oct 07, 2021
Why Fed’s discord is not what the economic recovery needs
Oct 07, 2021
Why Desjardins’ structured-product leadership goes beyond expertise
Oct 07, 2021
A culture of client care and customized service
Oct 07, 2021
d1g1t inks key partnership with Raymond James
Oct 07, 2021
BMO InvestorLine opens advice service to more Canadians
Oct 07, 2021
Academics reveal new insights into momentum investing
Oct 07, 2021
How many Canadian children are living in poverty?
Oct 07, 2021
Research highlights more effective stock market strategy
Oct 06, 2021
Ex-dealing rep banned for life and fined $125,000
Oct 06, 2021
Sport and entertainment a 'great reopening area for ETF market'
Oct 06, 2021
Reminding clients markets also go down
Oct 06, 2021
This is perfect opportunity to build the best SRO, says PMAC
Oct 06, 2021
Critics decry, lament Big Six banks’ shelf-shrinking push
Oct 06, 2021
Cary List, James Sinclair named to OSC Investor Advisory Panel
Oct 06, 2021
September was an interesting month for Canada’s ETF space
Oct 06, 2021
CIBC expands suite of CDRs
Oct 06, 2021
Canadian home prices set for 5% increase by year-end
Oct 06, 2021
Have Canadian home prices got another 5% to go before year-end?
Oct 06, 2021
Canadian tax professionals want more tools to collect offshore tax
Oct 05, 2021
Are more Canadian consumers falling for the BNPL trap?
Oct 05, 2021
New poll finds Canadians take stock after money-related shocks
Oct 05, 2021
Quebec's financial firms come together to support sustainability
Oct 05, 2021
Technology, retirement top of mind among future-focused CFPs
Oct 05, 2021
Industry stakeholders weigh in on new SRO plans
Oct 05, 2021
Caldwell hails college for producing fresh advisor talent
Oct 05, 2021
Mackenzie builds on collaboration with Northleaf
Oct 05, 2021
Portfolio manager partnership to add 'a new firm each month'
Oct 05, 2021
Zuckerberg drops $6 billion in hours as Facebook goes dark
Oct 05, 2021
Why it’s now ‘critical’ to adopt behavioural finance techniques
Oct 05, 2021
When is World Investor Week and what are its aims?
Oct 04, 2021
5-Star ESG Funds
Oct 04, 2021
Gluskin Sheff expands its alternatives shelf
Oct 04, 2021
How to build a more ESG-friendly U.S. equity index
Oct 04, 2021
Dealing rep fined for facilitating 'stealth advising'
Oct 04, 2021
How Wealthsimple's advisory team grew 200% during the pandemic
Oct 04, 2021
Can your clients afford to grow old?
Oct 04, 2021
Millions of Canadians are struggling with financial wellbeing
Oct 04, 2021
1 in 3 working Canadians spend every cent of their wages, or more
Oct 04, 2021
Canadian DB pension plans continue to get stronger
Oct 01, 2021
Consumer watchdog fines TD over senior fee disclosure shortfalls
Oct 01, 2021
How to improve onboarding process for new or younger clients
Oct 01, 2021
5-Star Advisors
Oct 01, 2021
Watch for clean tech's breakthrough as a disruptive theme, says Global X
Oct 01, 2021
Nicola Wealth adds VC to private-market offerings
Oct 01, 2021
Investors more satisfied with their annual statements, says IFIC
Oct 01, 2021
IG welcomes new chief investment strategist
Oct 01, 2021
$400K fine for TD and is it time to stop calling 55+ clients seniors?
Oct 01, 2021
Is it time we stopped using the word ‘senior’ to describe over 55s?
Oct 01, 2021
Schroders: More proof is needed that sustainable equals returns
Oct 01, 2021
How Sun Life is taking action against Canada's coverage gap