Site Map for March 2026

Date
Title
Mar 31, 2026
WP award nominees share the alts strategies that earned them their honours
Mar 31, 2026
Should advisors get tactical with currency?
Mar 31, 2026
Canadian banks and pensions face heat over US$35 billion exposure to ICE-linked firms
Mar 31, 2026
Brent’s biggest run since 1988 puts nearly 60% monthly gain on investors’ radar
Mar 31, 2026
New Ottawa–Ontario partnership could knock up to $200,000 off a new home
Mar 31, 2026
Stock futures take heart from Trump peace plans
Mar 31, 2026
Canadian confidence turns negative as trucking crisis signals deeper economic strain
Mar 31, 2026
Sun Life tightens grip on alternatives platform with BGO, Crescent buyouts and Bell Partners deal
Mar 31, 2026
FSRA enforcement surge drives record penalties, actions in first annual report
Mar 31, 2026
Gen Z turns to parents as Americans reshape financial goals, Wells Fargo study finds
Mar 31, 2026
Is BMO bank stock worth your clients’ money?
Mar 30, 2026
Corporate revenue misses surge as AI hype meets reality, Bain warns
Mar 30, 2026
Is National Bank of Canada stock a worthy investment for your clients?
Mar 30, 2026
Client who aided fraud cannot recover $240,000 in crypto: Court
Mar 30, 2026
What does a market bottom look like this time?
Mar 30, 2026
Traders quietly bet the Fed’s next surprise won’t be a cut
Mar 30, 2026
Musk courts retail investors with record-setting SpaceX IPO gambit
Mar 30, 2026
BCE sells land mobile radio unit to Motorola for $675 million
Mar 30, 2026
Iran turns Strait of Hormuz into high‑stakes toll road for global oil
Mar 30, 2026
Energy shock masks deeper risks as markets misread outlook: Desjardins
Mar 30, 2026
Canada’s small businesses need real relief now despite tax cuts and trade reforms
Mar 30, 2026
Trades ahead of Trump policy moves spark calls for closer oversight
Mar 30, 2026
Is Scotiabank stock a good buy for your clients?
Mar 29, 2026
Eli Lilly strikes up to $2.75bn deal with Insilico to accelerate push into AI-developed medicines
Mar 29, 2026
Manulife strikes global partnership to expand wealth and retirement reach
Mar 27, 2026
BC crypto director settles fraud case for $1M penalty
Mar 27, 2026
Part Two:  How Advisors and Qtrade Grow Assets together while focusing on client’s core goals:  A Partnership for the Modern Advisor
Mar 27, 2026
Guardian CEO shares plans for advisor channel after Desjardins deal closes
Mar 27, 2026
TD slashes 2026 housing forecast as Ontario, BC face sharper pain
Mar 27, 2026
Canadian robo‑advisor steps into prediction markets with CIRO green light
Mar 27, 2026
Judge says firm stayed ‘within bounds’ in US$439 billion money market fee fight
Mar 27, 2026
Stocks sink into correction as Iran conflict delivers worst losses since it began
Mar 27, 2026
Emerging markets optimism hits record high, but geopolitical risks temper outlook
Mar 27, 2026
Ontario budget targets affordability as majority of Canadians say housing falls short
Mar 27, 2026
Canada adds payroll jobs in January as vacancies hold steady amid uneven sector gains
Mar 27, 2026
Wall Street bonuses climb to $246,900 in 2025 as profit surge fuels payouts
Mar 27, 2026
US mega-RIA Creative Planning acquires another international firm adding $5B in assets
Mar 26, 2026
As long-term bonds fail to protect again, where can investors find safety?
Mar 26, 2026
The top 7 questions advisor coaches use to help you (and why they change everything)
Mar 26, 2026
Big institutional buyers drive $9 billion take‑private in clean energy
Mar 26, 2026
BMO tests 24/7 tokenized rails with CME and Google Cloud
Mar 26, 2026
Survey says most Canadians stay in relationships for financial security
Mar 26, 2026
Jury finds big tech apps liable for harming young user with 'addictive 'design
Mar 26, 2026
Q Wealth Partners elevates Alfred Lee to Executive Partner
Mar 26, 2026
Estate planning enters a new era as ultra-wealthy families seek deeper advisory support
Mar 26, 2026
OECD warns energy shock will slow global growth while lifting inflation risks
Mar 26, 2026
Buy-side traders raise concerns over risks tied to 24/7 equity trading
Mar 26, 2026
Cottage country supply squeeze set to lift recreational home prices in 2026
Mar 26, 2026
US fund fees hold near record lows as investors keep shifting to cheaper options
Mar 26, 2026
CIBC Wood Gundy advisor's firm email prompts $9.1M account freeze
Mar 25, 2026
How a discretionary PM has managed resurgent global markets
Mar 25, 2026
Why Nicola Wealth is diversifying into European private credit
Mar 25, 2026
Fintrac crypto crackdown tests real bite of Canada’s AML regime
Mar 25, 2026
Canada’s federal minimum wage rises
Mar 25, 2026
Keystone XL revival talks put Canada’s energy clout back in focus
Mar 25, 2026
Stay invested even when AI and headlines rattle markets, says BlackRock CEO
Mar 25, 2026
Global consumer confidence dips for first time in nearly a year
Mar 25, 2026
Economic anxiety dominates voter priorities as Liberals widen lead: Nanos
Mar 25, 2026
Balanced funds power mutual fund sales as industry assets reach new record highs
Mar 25, 2026
Oil shockwaves spread beyond Gulf as conflict risks and supply crunch rattle markets
Mar 25, 2026
Next-gen wealth wave forces advisors to rethink playbook as Gen Z, millennials reshape advice
Mar 24, 2026
Ontario court upholds U.S. forfeiture of $9.2M in RBC account
Mar 24, 2026
“We want more” – new CFA study reveals young investors’ approach to advice
Mar 24, 2026
What’s working, and what isn’t, as Iran conflict disrupts EMs
Mar 24, 2026
Desjardins closes $1.67 billion take‑private deal for Toronto asset manager
Mar 24, 2026
Wealth Professional names 2026 excellence awardees
Mar 24, 2026
How a Trump post turned conflict headlines into a market whipsaw
Mar 24, 2026
Canadian bets on Cuba hit a blackout wall
Mar 24, 2026
ETF inflows surge in February as Canadian investors favour core equity exposure
Mar 24, 2026
Ontario debt per person hit record high under Ford as budget looms: Fraser Institute
Mar 24, 2026
Private infrastructure rebounds as investors pile into mega-funds, report reveals
Mar 24, 2026
AI upends software secondaries as durability replaces growth in pricing risk
Mar 23, 2026
Manulife RRSP: What advisors need to know before recommending it
Mar 23, 2026
AI boom could widen wealth gap as advisors push clients toward market participation, warns Fink
Mar 23, 2026
Markets react after US bombing pause announced
Mar 23, 2026
Client entering a second marriage? Lawyer says be careful
Mar 23, 2026
Canadian retail sales start 2026 strong at 1.1% as autos lead gains
Mar 23, 2026
Small caps take the first punch as Russell 2000 falls into correction
Mar 23, 2026
TC Energy bets global turmoil makes Canadian LNG too valuable to delay
Mar 23, 2026
Alleged Super Micro–Nvidia smuggling case wipes out billions in Super Micro’s value
Mar 23, 2026
AIMA and CAIA refresh risk rating framework for alternative funds in Canada
Mar 23, 2026
Deloitte, Stablecorp partner to develop stablecoin infrastructure for Canadian banks
Mar 23, 2026
Family offices widen global reach and boost private deals, report shows
Mar 23, 2026
Mercer to boost private markets scale through AltamarCAM acquisition
Mar 23, 2026
How investors can capitalize on resource optimization
Mar 22, 2026
Trump’s Hormuz ultimatum jolts markets as oil shock fears ripple across global economy
Mar 20, 2026
CIRO rolls out tiered custody framework for crypto platform dealers
Mar 20, 2026
Why China is the only competition to US tech, and why it’s still a different beast
Mar 20, 2026
CIRO to return misconduct funds to investors starting April
Mar 20, 2026
Many Canadians still struggle to spot common fraud
Mar 20, 2026
Metals sell-off deepens with yields rising and growth concerns building
Mar 20, 2026
Markets reprice rate outlook after oil spikes above US$119
Mar 20, 2026
Domestic investment push could cost pension savers dearly, report warns
Mar 20, 2026
Appeal court ruling boosts BCSC bid to recover millions from fraudster
Mar 20, 2026
Battle for Hormuz shakes markets as oil swings and Treasury yields climb
Mar 20, 2026
Canada’s EV shift hits financial reality check as buyers weigh cost pressures: EY
Mar 20, 2026
Geopolitical complacency, AI divergence and bond value shape asset allocation outlook
Mar 19, 2026
Can Canadian apartment rents keep falling?
Mar 19, 2026
More advisors report receiving client calls as volatility increases
Mar 19, 2026
Big six bank doubles down on US expansion amid economic uncertainty
Mar 19, 2026
How new oil pipelines could add $31.4 billion a year to Canada’s GDP
Mar 19, 2026
War‑driven oil spike tests Bank of Canada’s resolve while TSX buckles
Mar 19, 2026
Foreign demand fuels massive January inflows into Canadian securities
Mar 19, 2026
Government footprint in Canada climbs to 44% of economy, new study shows
Mar 19, 2026
Advisors risk damaging trust when clients turn to AI for validation, study suggests
Mar 19, 2026
What’s burning out today’s equity traders? Poll reveals a very modern cause of stress
Mar 19, 2026
JPMorgan taps sports stars to help shape athlete wealth strategy
Mar 18, 2026
US Federal Reserve announces key interest rate
Mar 18, 2026
Bank of Canada makes rate decision
Mar 18, 2026
How conflict-driven energy prices could benefit Canada’s economy
Mar 18, 2026
Staying agnostic in a vortex of global themes
Mar 18, 2026
Join the ranks of Canada’s top advisory teams in 2026
Mar 18, 2026
Markets, not housing, now power Canadian household wealth gains
Mar 18, 2026
Canadians chase homeownership while worrying their finances lag behind
Mar 18, 2026
LNG bets collide with Canada’s power surge to 2050
Mar 18, 2026
PWL Capital announces partnership to unify bilingual wealth platform
Mar 18, 2026
Canada job vacancies flatten in Q4 as hiring demand firms and wage offers rise
Mar 18, 2026
Wild crude price swings, equity jitters show oil still dictates global market direction
Mar 18, 2026
Advisors face execution test as US$124T wealth shift accelerates digital transformation
Mar 18, 2026
Banks brace for client shift to non-bank rivals as AI skills gap widens, report reveals
Mar 18, 2026
Predictions market firm Kalshi faces criminal charges in Arizona
Mar 17, 2026
Raymond James Canada names new CEO
Mar 17, 2026
What might energy shocks, political pressure, mean for tomorrow’s Fed meeting?
Mar 17, 2026
Why women’s longevity is now shaping wealth management
Mar 17, 2026
Bell to invest $1.7 billion in Saskatchewan AI data centre build
Mar 17, 2026
New feeder fund opens macro access for Canadian advisors
Mar 17, 2026
Survey shows more young Canadians choose renos over moves as condo values slip
Mar 17, 2026
Nour Private Wealth adds industry veteran to board
Mar 17, 2026
Canadian home sales dip again in February as market waits for spring momentum
Mar 17, 2026
Vanguard sees oil shock delaying easing cycle as BoC set to hold rates
Mar 17, 2026
Round-the-clock trading of US equities could begin by year-end as Cboe files SEC proposal
Mar 17, 2026
Rising costs push more Canadians to rely on credit cards as debt pressures mount
Mar 16, 2026
SEC’s top enforcer quits after just six months in the role
Mar 16, 2026
Big six dealer arm pays $1 million for lax oversight of high-risk, margin-heavy accounts
Mar 16, 2026
“The market is way too aggressive with its rate hike forecast”
Mar 16, 2026
Trading firm pays $1.5 million for retail order‑routing delays
Mar 16, 2026
Canadian province emerges as a tax outlier for investors and high earners
Mar 16, 2026
When the Strait of Hormuz narrows, investors’ margin for error shrinks too
Mar 16, 2026
Canada joins global crackdown to disrupt rising crypto wallet fraud
Mar 16, 2026
Small businesses press for faster energy build-out as oil shocks roil global markets
Mar 16, 2026
Canadian Pension weighs $1.5bn Asia private equity sale amid sector strains
Mar 16, 2026
Could Bain Capital’s Perpetual deal lead to larger participation in US wealth management?
Mar 16, 2026
Currency hedging and the Nasdaq 100: When to consider BMO’s ZQQ versus ZNQ
Mar 15, 2026
US-China trade talks in Paris test fragile truce ahead of Trump-Xi summit
Mar 13, 2026
Monthly spotlight: Global investing
Mar 13, 2026
February jobs numbers revealed
Mar 13, 2026
BMO CIO sees momentum in India, despite energy shocks
Mar 13, 2026
Competition Bureau orders sale of Waterloo retirement home in deal with Chartwell
Mar 13, 2026
'Big Four' audit firms face significant regulator findings in Canadian inspections
Mar 13, 2026
Canada dodges Trump’s new tariff probe but CUSMA clock is ticking
Mar 13, 2026
Conflict-driven oil shock tests markets as TSX halo names draw global capital
Mar 13, 2026
Canada’s wealth gap hits record low as younger, lower-net-worth households make gains
Mar 13, 2026
AI set to become core workplace infrastructure, says Canadian tech entrepreneur
Mar 13, 2026
Carney unveils sweeping $35bn Arctic defence and infrastructure push
Mar 13, 2026
Fear grips retail investors while institutions dial back return hopes
Mar 12, 2026
CIRO loosens limits on OEO platforms to strengthen DIY investor protections
Mar 12, 2026
Canadians may be underinsured for their caregiving work
Mar 12, 2026
Iran warns oil could hit $200 a barrel, says it's because US destabilised regional security
Mar 12, 2026
Tariffs overtake corporate tax as US deficit tops US$1 trillion
Mar 12, 2026
Older Canadians say fraud losses could quickly derail retirement plans: survey
Mar 12, 2026
Iran shock sends crude soaring and money back to Magnificent Seven
Mar 12, 2026
Government borrowing drives slowdown in Canada’s debt securities issuance
Mar 12, 2026
Advisors prioritise customization, alternatives as ETF momentum reshapes 2026 strategies
Mar 11, 2026
Oil jumps despite historic reserve release as war fears tighten supply
Mar 11, 2026
Regulatory rivals no more? SEC and CFTC strike landmark cooperation deal
Mar 11, 2026
Richardson’s new CEO shares her plans for the business
Mar 11, 2026
Entrepreneurs bet on growth and AI despite geopolitical risks, UBS survey finds
Mar 11, 2026
Advisors’ role in “global epidemic” of cybercrime
Mar 11, 2026
Financial regulator calls time on risky condo appraisals as housing slide deepens
Mar 11, 2026
Oil swings from nearly US$120 to low US$80s
Mar 11, 2026
Survey finds AI scams push Canadians to doubt even trusted financial messages
Mar 11, 2026
Former National Bank and CWB executive to lead ATB’s wealth arm
Mar 11, 2026
Global economy was showing strong growth signals - then the war started
Mar 11, 2026
AI, private credit and secondaries set to reshape portfolios, says Hamilton Lane
Mar 11, 2026
Tokenization readiness comes into focus for Canadian financial institutions
Mar 11, 2026
Next generation of women enters wealth management, but revenue roles still dominated by men
Mar 10, 2026
Oil rollercoaster as a proclamation and a deleted message fuel volatility
Mar 10, 2026
iA names new Richardson Wealth CEO
Mar 10, 2026
How advisors can manage Iran risks when diversification stops working
Mar 10, 2026
“The industry doesn’t have an entry problem, it has a mid-career retention problem”
Mar 10, 2026
Money still remains as the top stressor for most Canadians: report
Mar 10, 2026
A crude awakening: middle east turmoil rewrites risk maps
Mar 10, 2026
Iran shock sends oil surging and rate‑cut hopes sliding
Mar 10, 2026
Can Canada cash in on oil without waking stagflation?
Mar 10, 2026
Global stocks rebound as oil slides toward $90 amid shifting outlook for Iran conflict
Mar 10, 2026
Canada’s long medical wait times drain more than $4.2B in lost wages
Mar 10, 2026
Edward Jones advisor exits surge in 2025 as veteran brokers drive departures, report finds
Mar 10, 2026
Canadian businesses split on credit stress as financial delinquencies rise
Mar 10, 2026
Investors are sculpting art collections focused on quality as market rebounds
Mar 10, 2026
Public real estate positioned for potential upside
Mar 09, 2026
Broker‑dealer faces record US$80 million AML penalty in US crackdown
Mar 09, 2026
As digital surface area expands, human error remains a core cybersecurity risk
Mar 09, 2026
Bank CEO earns roughly a year’s worth of the average worker’s pay in about a workday
Mar 09, 2026
EQB nears takeover of PC financial arm after Competition Bureau approval
Mar 09, 2026
Young Canadians overrate their AI fraud skills as scams outpace defences
Mar 09, 2026
Canada’s defence spending surge may be overstating its boost to GDP, Desjardins warns
Mar 09, 2026
Wealth management pivot after a decade of family-raising was a smart move for UBS advisor
Mar 09, 2026
Canadian corporate profits edge higher as tax payments surge
Mar 09, 2026
Canada ramps up fight against fraud as hidden crime costs victims $704M
Mar 09, 2026
Oil Surges Past $100 to 4-year-high, crushing hopes for a stock market ‘melt-up’
Mar 09, 2026
Do private REITs have a tax advantage?
Mar 06, 2026
Global markets are back after a 12-year pause, what changed in the interval?
Mar 06, 2026
Macklem warns hedge fund leverage could rattle Canada’s bond market
Mar 06, 2026
Canada faces “rupture” in us trade as CUSMA review looms
Mar 06, 2026
Regulators and banks test tokenized bonds in live Canadian market pilot
Mar 06, 2026
Oil shock tests inflation bets as Iran conflict rattles global markets
Mar 06, 2026
Active managers struggle again as SPIVA Canada data shows benchmarks still winning
Mar 06, 2026
What is it about dealing with life insurance, annuities providers that frustrates advisors?
Mar 06, 2026
CUSMA collapse could push Canada into recession, Scotiabank warns
Mar 06, 2026
Fed, FDIC and OCC clarify capital rules for tokenized securities
Mar 06, 2026
Markets brace for jobs data as oil shock and war jitters rattle global equities
Mar 05, 2026
Q Wealth convenes advisors at Future Proof Citywide
Mar 05, 2026
Shifts in life insurance trends could prompt advisor action
Mar 05, 2026
Conquest Planning says its new AI tools shrink 10-hour plans to minutes
Mar 05, 2026
Survey shows data storage, not software, drives most AI spending
Mar 05, 2026
Goldman Sachs CEO sees “benign” markets flirting with a middle east wake up call
Mar 05, 2026
The bias problem that makes Canadians underestimate guaranteed income: report
Mar 05, 2026
Giving women a seat at the financial table
Mar 05, 2026
Canadian exporters push beyond US as diversification drive gains momentum
Mar 05, 2026
Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally
Mar 05, 2026
Canada-Australia agree new minerals deal: What’s involved?
Mar 05, 2026
Morgan Stanley to cut 2,500 jobs across global operations; are advisors affected?
Mar 05, 2026
Canadian small business sales slump to pandemic-era levels as trade tensions deepen uncertainty
Mar 04, 2026
How mentorship, sponsorship can elevate women in finance
Mar 04, 2026
“Discipline” shaped solid quarter from Canadian banks
Mar 04, 2026
Nominations now open: 5-Star Advisory Teams 2026
Mar 04, 2026
Bank of Canada warns it may tighten into weakness as shocks keep coming
Mar 04, 2026
Investors learn the hard way that “liquid” real estate can dry up
Mar 04, 2026
Oil shock from Iran war rattles markets and shakes rate‑cut hopes
Mar 04, 2026
Canadians worry more about debt yet still overlook interest rate risks
Mar 04, 2026
Investment funds proxy costs of up to US$1.14 billion add a hidden cost for investors
Mar 04, 2026
US ETF investors pour record cash into international stocks as flows hit historic pace
Mar 04, 2026
Canadians grow numb to scams as fraud climbs and doorstep vigilance rises
Mar 04, 2026
Ontario housing crisis erodes confidence as affordability outlook deteriorates
Mar 04, 2026
Canadian equity trading rebounds, lifting volumes and broker revenues
Mar 03, 2026
TSX drops amid global selloff, despite energy cushion
Mar 03, 2026
What advisors need to know, and say, about Iran conflict
Mar 03, 2026
What skills, training does the industry need to prioritize now?
Mar 03, 2026
Iran’s war with the West turns energy lifeline into markets’ biggest what‑if
Mar 03, 2026
TSX rides oil surge while global markets wobble on Iran conflict
Mar 03, 2026
Private credit’s retail experiment hits its first real storm
Mar 03, 2026
Canada leans into deficits while oil keeps everyone guessing
Mar 03, 2026
BoC confronts new inflation reality: Supply shocks reshape monetary policy trade-offs
Mar 03, 2026
Philanthropy in action: Slaight family gift $25M to tackle Toronto’s homelessness crisis
Mar 03, 2026
Jamie Dimon: Iran tensions unlikely to spur lasting inflation, warns of credit and cyber risks
Mar 03, 2026
Women trusted most to manage crises and estates in Canada, new study finds
Mar 02, 2026
ETFs on track for $35 trillion as advisors eye active, digital asset boom
Mar 02, 2026
Futures, global markets point to volatile first trading day since Iran war outbreak
Mar 02, 2026
How can advisors, investors manage unrelenting uncertainty
Mar 02, 2026
Foreign capital floods into Canada as outbound deals hit post-2020 low
Mar 02, 2026
China’s tariff shift opens new window for Canadian canola and EV trade
Mar 02, 2026
Iran–Israel shock eclipses Wall Street’s AI and inflation jitters
Mar 02, 2026
Netflix exit seals another’s US$110 billion Warner Bros gamble
Mar 02, 2026
Canada’s economy has slowed but bank economists point to firmer fundamentals
Mar 02, 2026
Are Canadians now resigned to the threat of AI-powered scams?
Mar 02, 2026
Janus Henderson’s Adam Hetts considers what’s ahead for markets as Iran conflict escalates
Mar 01, 2026
Markets shift into defense mode as Iran conflict jolts oil, equities and trading oversight debate
Mar 01, 2026
Edward Jones wins green light for in-house US bank after years of false starts