Site Map for October 2022

Date
Title
Oct 31, 2022
Why MICs are a strong investment
Oct 31, 2022
Could U.S.-style conservative backlash against ESG come to Canada?
Oct 31, 2022
Why new clients are looking for more education and support
Oct 31, 2022
Money banks award... but targets change for women in wealth
Oct 31, 2022
'It's great timing to be at a high-growth organization'
Oct 31, 2022
The 'Great Reset' exposes gap in manager performance rankings
Oct 31, 2022
Study confirms generation gap among wealthy investors
Oct 31, 2022
Canadians' mounting financial pressures could fuel uptick in fraud
Oct 31, 2022
Insurer rejects claim, says nurse practitioner's prescription invalid
Oct 31, 2022
Scary week ahead for investors amid US data releases
Oct 31, 2022
Investor relations officers are in demand and being well paid
Oct 31, 2022
TD to report wealth management and insurance results amid growth
Oct 28, 2022
'Pinball' Clemons: ‘You’re doing phenomenal work, but we still need more’
Oct 28, 2022
Why legacy planning is about preparing the people as well as the assets
Oct 28, 2022
Saskatchewan’s FA title proposal the right path forward, says veteran advisor
Oct 28, 2022
Canadians who seek a financial advisor more likely to feel financially secure
Oct 28, 2022
Young adults more financially engaged than parents give them credit for
Oct 28, 2022
Amid onslaught of rate hikes, Canadians prepping for a tougher 2023
Oct 28, 2022
Fed rate hikes to 5% and recession expected
Oct 28, 2022
What are 'zombie companies' and why are they a risk now?
Oct 28, 2022
Most Canadians are financially literate, but many need more advice
Oct 28, 2022
How fee transparency and active management fuels this advisor's success
Oct 27, 2022
‘I thought they’d nuke the market …. but this is shockingly the right call now’
Oct 27, 2022
Why focusing on diversity is not just the right thing to do, it's good business
Oct 27, 2022
Does advice to ‘stay the course’ risk advisors’ credibility?
Oct 27, 2022
Bitcoin ETF tracker sees record losses in first year
Oct 27, 2022
Rate increase hit on household spending will last until next year, says BoC
Oct 27, 2022
Steep decline in net wealth will cut billions in household spending
Oct 27, 2022
Almost 50% of Canadian men polled past threshold for serious depression
Oct 27, 2022
Canadian net wealth to fall sharply warns RBC
Oct 27, 2022
Recession could be looming but Canadian SMBs are confident
Oct 27, 2022
Do wealthy Canadians really not pay their fair share of taxes?
Oct 26, 2022
Bank of Canada surprises markets with latest interest-rate hike
Oct 26, 2022
Has National Congress affected investors' view of China?
Oct 26, 2022
Revealed: Wealth Professional's Rising Stars 2022
Oct 26, 2022
Answering advisors' call for income
Oct 26, 2022
Experts weigh in on the paths to independent wealth management
Oct 26, 2022
Thematic funds proving more robust than mainstream funds
Oct 26, 2022
Worldsource renews partnership with Coast Capital
Oct 26, 2022
Hamilton Lane unveils senior private credit fund
Oct 26, 2022
The benefits of covered call ETFs in a high inflation environment
Oct 26, 2022
Rising Stars 2022
Oct 26, 2022
Time for change in retirement planning?
Oct 26, 2022
Canada's workplace pensions need a shift for better retirement
Oct 26, 2022
Ontario pilot opens up more investment opportunities
Oct 25, 2022
Levelling up in style
Oct 25, 2022
Why multi-residential is an ideal inflation hedge
Oct 25, 2022
The resiliency of Hazelview Investments’ Four Quadrants strategy
Oct 25, 2022
Why this uncertainty is so unsettling and so unusual for investors
Oct 25, 2022
Why firms must give women portfolio managers an opportunity
Oct 25, 2022
How financial planning bodies are exploring the potential of technology
Oct 25, 2022
Last week to nominate the best advisors
Oct 25, 2022
How one international advisor found her home in the wealth space
Oct 25, 2022
Why the two-year U.S. Treasury yield is an indicator to watch
Oct 25, 2022
Canadians concerned about interest rates’ impact reaches highest on record
Oct 25, 2022
Is ESG working? There’s no data to tell, says top university
Oct 25, 2022
Seven of the most disruptive trends in wealth management
Oct 25, 2022
Canadian fund assets slump but ETF sales increase
Oct 25, 2022
Canadian fund assets slump $80 billion as markets weaken
Oct 25, 2022
How is the Canadian VC market doing in 2022?
Oct 24, 2022
Has COVID altered business owners' succession plans?
Oct 24, 2022
IIROC's proficiency initiative a positive step for the industry
Oct 24, 2022
What fresh-faced financial advisors bring to the table
Oct 24, 2022
60-40 Portfolio may need a 'fundamental evolution' – GIC and MSCI
Oct 24, 2022
2021 marks 25% jump in wealth among Millennials and Generation Z
Oct 24, 2022
Clients want personal conversations – but are advisors up to it?
Oct 24, 2022
Canada ill-equipped for surging dementia rates as population ages
Oct 24, 2022
Advisors call for better range of alternative asset products
Oct 24, 2022
Advisors want more options for private funds, alternatives
Oct 24, 2022
Times may be tough but Canadians plan to spend on the holidays
Oct 21, 2022
Why is training staff such a problem for employers?
Oct 21, 2022
Why are more women leaving their jobs than men?
Oct 21, 2022
More clients want to look at GIC rates, says advisor
Oct 21, 2022
'Returns are important, but clients can see what they're investing in'
Oct 21, 2022
AI in wealth management: A win-win for clients and advisors
Oct 21, 2022
Is industry seizing the opportunity from the CFR challenge?
Oct 21, 2022
Helping advisors avoid the risk of quiet quitting
Oct 21, 2022
Coalition calls for action on Canada's complaint-handling system
Oct 21, 2022
Most Canadian small businesses feel good about their future
Oct 21, 2022
For asset allocators, returns take priority over ESG
Oct 21, 2022
Global wealth to surge 36% in next five years says report
Oct 21, 2022
Why are Canadians becoming less satisfied with their banks?
Oct 21, 2022
Global wealth set to soar in next five years
Oct 20, 2022
Advisors can be the quarterback for a client's estate plan
Oct 20, 2022
An income fund built for tough times
Oct 20, 2022
National Bank fined for options trading oversights
Oct 20, 2022
How investment in people and technology will propel Gryphin Advantage's growth plans
Oct 20, 2022
Inflation rate's slight drop 'doesn't mean anything yet'
Oct 20, 2022
‘Business has been very good for us through this period,’ says Cult Wines CEO
Oct 20, 2022
Is the traditional balanced portfolio looking good right now?
Oct 20, 2022
How alternatives create a new way for advisors to add value
Oct 20, 2022
HNWIs are worried that they won’t retire comfortably
Oct 20, 2022
Trust the biggest factor in attracting and keeping investors
Oct 20, 2022
OSC looks at Canadians' understanding and ownership of crypto
Oct 20, 2022
SLGI strikes GIF-based loan partnership with B2B bank
Oct 20, 2022
Canada's big banks gain among country’s most valuable brands
Oct 20, 2022
RBC remains Canada's most valuable brand after 74% surge
Oct 20, 2022
Open heir: why families need to talk honestly about wealth transfer
Oct 19, 2022
There's still time to get defensive with your ETF portfolio
Oct 19, 2022
Why U.S. moves bring optimism to marijuana investment market
Oct 19, 2022
Who are Canada's top advisors?
Oct 19, 2022
Broadridge on using innovation to continue transforming businesses for the future
Oct 19, 2022
How could Quebec's title framework be applied to other provinces?
Oct 19, 2022
Ask yourself: would you buy your own practice?
Oct 19, 2022
How the integration challenge has changed for portfolio management
Oct 19, 2022
Tax burden too much for most Canadian families, finds poll
Oct 19, 2022
Paying back CEBA loans unlocks much-needed capital for small businesses
Oct 19, 2022
FP Canada and IQPF to explore tech’s impact on financial planning
Oct 19, 2022
Canadian securities in demand by foreign investors
Oct 19, 2022
Canadians divest foreign securities while domestic bonds gain
Oct 19, 2022
Has the Ukraine war sparked investor interest in the defence sector?
Oct 18, 2022
Real assets offer growth during inflation
Oct 18, 2022
'People want to check in, so don't wait for them to call you'
Oct 18, 2022
Spare business owners who took out COVID loans in good faith, urges CFIB
Oct 18, 2022
Purpose and LifeWorks ink longevity fund partnership
Oct 18, 2022
Harbourfront Wealth welcomes Giti Sepahi as new HR head
Oct 18, 2022
Do you know what Google has declared the 15 most baffling investment terms?
Oct 18, 2022
Canadian consumer and business confidence remains weakened
Oct 18, 2022
BoC: Most Canadians think economy is worsening, recession ahead
Oct 18, 2022
Watch out Musk and Bezos, there's a growing class of super rich
Oct 17, 2022
New SRO is a win for everyone, say dealers
Oct 17, 2022
Has abundance of choice led to ESG confusion?
Oct 17, 2022
Inflation outpacing more than half of Canadians' paycheques, survey says
Oct 17, 2022
What factors perform better when a recession hits?
Oct 17, 2022
Desjardins expands alternative ETF suite
Oct 17, 2022
Analysis sheds new light on Canada's pandemic-related life insurance experience
Oct 17, 2022
RBC Investor Services to sell European asset servicing
Oct 17, 2022
RBC agrees sale of European asset servicing business
Oct 17, 2022
Which country is favoured for fastest exit from recession?
Oct 14, 2022
Why wealth tech adoption is 'a journey, not a destination'
Oct 14, 2022
Why advisor's side gig is a note-perfect way to unwind
Oct 14, 2022
'Digital assets are here now and will remain'
Oct 14, 2022
How model portfolios can save advisors time
Oct 14, 2022
Russell Investments eyes tax-managed objectives for four funds
Oct 14, 2022
Fiera Comox names new head of asset management
Oct 14, 2022
Canada now has an IIROC registered crypto dealer
Oct 14, 2022
Coinsquare becomes first IIROC registered crypto dealer
Oct 14, 2022
Offering private markets to clients is a must for wealth managers
Oct 13, 2022
BMO Nesbitt Burns fined six-figure sum for failing to catch 'churning'
Oct 13, 2022
Tackling the world's most urgent needs
Oct 13, 2022
'We are in a bunch of holding patterns', says chief strategist
Oct 13, 2022
Women advisors must still sidestep men who want to be more than clients
Oct 13, 2022
Canadian snowbirds in Florida experiencing a cost-of-living squeeze
Oct 13, 2022
Why talk is cheap when it comes to teaching good money habits
Oct 13, 2022
Vanguard shuttering a US ETF for the first time
Oct 13, 2022
myHSA and Dialogue ink national health tech partnership
Oct 13, 2022
Are Canadian SMBs prepared for recession?
Oct 13, 2022
Canada's SMBs are confident of growth despite recession fears
Oct 13, 2022
Home prices down from last quarter and softening will continue
Oct 12, 2022
Who's topping the investment charts?
Oct 12, 2022
What opportunities do KYC changes present advisors?
Oct 12, 2022
Advising clients who are considering a life-changing move
Oct 12, 2022
How to position portfolios if inflation is turning the corner
Oct 12, 2022
How do wealth firms vet their alternative investments?
Oct 12, 2022
Illiquid assets seen as options for greater yields
Oct 12, 2022
Managers pressing pause on ESG amid regulatory concerns
Oct 12, 2022
Which celeb-owned businesses have topped the charts?
Oct 12, 2022
Why Canadians might be better off retiring to Uruguay
Oct 12, 2022
Where does Canada's retirement income system rank globally?
Oct 12, 2022
Wealthy young people don't believe stocks and bonds are enough
Oct 12, 2022
How CI GAM grew its ETF footprint
Oct 11, 2022
How advisors can help clients through stressful economic times
Oct 11, 2022
Search under way for Canada's best financial advisors
Oct 11, 2022
Smart tax strategies for parents and students
Oct 11, 2022
New partnerships, Dragon's Den, and legislative changes: an interview with Willful CEO Erin Bury
Oct 11, 2022
Most young people shouldn't set money aside for their retirement
Oct 11, 2022
What supply chain shifts will mean for global investors
Oct 11, 2022
Is PE and VC fundraising landscape tilted against minority-owned managers?
Oct 11, 2022
What challenges do female financial advisors face?
Oct 11, 2022
OBSI one step closer to binding authority on complaints
Oct 11, 2022
CSA developing proposal for OBSI to have binding authority
Oct 11, 2022
Institutions' ESG-related AUM to surge 84% by 2026 says PwC
Oct 10, 2022
Are employers failing to utilize the power of the office?
Oct 07, 2022
Helping clients with the rent versus buy decision
Oct 07, 2022
How RBC portfolio manager discovered his Ride to Conquer Cancer passion
Oct 07, 2022
Title protection regime comes under fire
Oct 07, 2022
Alternative investment industry has to ascend, says association
Oct 07, 2022
Largest withdrawals from global bond funds in 20 years
Oct 07, 2022
NEI Investments and Invesco Canada enter strategic collaboration
Oct 07, 2022
Sustainable investment is now firmly mainstream
Oct 07, 2022
Sustainable investing is now mainstream globally says FTSE Russell
Oct 07, 2022
Canadians are spending more than pre-Covid as costs rise
Oct 06, 2022
How Edward Jones is promoting inclusive leadership and culture
Oct 06, 2022
Why self-care is also about doing what's right for your clients
Oct 06, 2022
Big Six banks might snap up HSBC's Canadian unit
Oct 06, 2022
High inflation, falling real estate values wipe out wealth gains
Oct 06, 2022
Cash ETFs draw a billion record as risky assets convulse
Oct 06, 2022
Three out of 10 Ontarians struggle with mental health issues
Oct 06, 2022
Institutional investors shore up fixed income assets
Oct 06, 2022
How are global institutions pivoting fixed income assets right now?
Oct 06, 2022
Could you be on the new SRO's advisory panel?
Oct 05, 2022
Wealthsimple and Shakepay hit with multi-million dollar lawsuit
Oct 05, 2022
Most DB plans are in 'good shape' despite Q3 dip
Oct 05, 2022
'Recession is unavoidable' but portfolios should stay the course
Oct 05, 2022
If we're heading into a global recession, can we still be bullish on oil and energy?
Oct 05, 2022
CAASA teams up with Wealth Professional for special reports
Oct 05, 2022
How Charitable Impact is changing the face of Canadian giving
Oct 05, 2022
A quarter of Canadians want to tap out of the stock market
Oct 05, 2022
Alternative investment pros count inflation as next year's biggest challenge
Oct 05, 2022
Tech stock shocks put ETF investors' concentration risk to the test
Oct 05, 2022
Expanded fitness-tracking program widens business opportunities for advisors
Oct 05, 2022
Fixed income remains dominant force in Canadian ETFs
Oct 05, 2022
Defensive Canadian ETF investors snap-up cash-like products
Oct 05, 2022
Canadian business leaders almost certain that recession is coming
Oct 04, 2022
Advisors must 'get curious' about young clients' different relationship to money
Oct 04, 2022
Leading FP Canada through a changing world
Oct 04, 2022
Canadians feel cost of life's necessities becoming too steep
Oct 04, 2022
How has Canada's decades-old gender pension gap changed?
Oct 04, 2022
Wealth tech firm ClearEstate partners with Sorrell Private Trust
Oct 04, 2022
Seven effective strategies to deepen your client communication
Oct 04, 2022
Do clients think your fees are worth it?
Oct 04, 2022
Good news, investors think you are worth your fees
Oct 04, 2022
DB pensions slightly less healthy in Q3 but better than start of 2022
Oct 03, 2022
How ambitious entrepreneurs offer advisors an ideal entry point
Oct 03, 2022
Why new advisory firm sends prospective clients back to school
Oct 03, 2022
Should tech investors be looking beyond near-term market challenges?
Oct 03, 2022
Real estate returns brightest after recession clouds clear, finds study
Oct 03, 2022
What changes should investors expect from the Web3 economy?
Oct 03, 2022
Harbourfront names new SVP of Strategy and Advisor Services
Oct 03, 2022
'Concerning' findings prompt deeper probe of life and health insurance sector
Oct 03, 2022
Insider trading charges for Canadian software engineers
Oct 03, 2022
How to bungle the hiring process
Oct 03, 2022
With more people working from anywhere, is fraud on the rise?