Features

Strengthening client relationships through independent research and customized solutions

Morningstar's Ian Tam on adapting to shifts and why advisors need to stay informed

Strengthening client relationships through independent research and customized solutions

Helping ultra-high-net-worth Canadian families from Miami

Ontario native reflects on career at UBS and her desire to invest in next generation of women advisors

Helping ultra-high-net-worth Canadian families from Miami

Look closely at governance when assessing private assets

Equiton explains why a strong governance structure is a key priority, emphasizing its role as a performance driver for the company, even as a private entity

Look closely at governance when assessing private assets

The case for staying the course with Chinese equities

ILIM maintains "a lot of the bad news is already reflected in valuations," a continued GDP growth premium expected

The case for staying the course with Chinese equities

Let's talk about putting cash to work!

Head of ETF strategy at Franklin Templeton, Alex Lee, on how the new market cycle takes cash off the sidelines

Let's talk about putting cash to work!

Partnership philosophy key to Q Wealth Partners and Arca Financial Group joining forces

"Our decision to join Q Wealth was driven by our strong commitment to be part of building something special, while retaining the most important benefits of independence," says Arca founder

Partnership philosophy key to Q Wealth Partners and Arca Financial Group joining forces