News

CEO highlights reasons for caution, care in positive jobs report

CEO highlights reasons for caution, care in positive jobs report

While the outcome may have been more positive than expected, Liza Akhveldziani Carew stresses the tough realities many families still face

How a career of service earned this advisor the Lifetime Achievement Award

Tina Tehranchian was presented with this top industry honour at last night’s WP Awards ceremony

How a career of service earned this advisor the Lifetime Achievement Award

May jobs numbers revealed

Could there be signs of hope amid technical recession?

May jobs numbers revealed

Wealth Professional reveals its 2026 award winners

From advisor of the year to dealer of the year, see who took home top honours at Liberty Grand

Wealth Professional reveals its 2026 award winners
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Premium

How Canadian advisors are compliantly deploying AI

How Canadian advisors are compliantly deploying AI

Focal, Harbourfront on AI: compliance, ROI, workflow as it scales beyond notes into automation

Features

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice

AI is not a feature: Why wealth management has 36 months to rethink itself

AI is not a feature: Why wealth management has 36 months to rethink itself

Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being displaced by Big Tech

Advisor Intel

By Chris Arthur IPOs - The Before and the After
Chris Arthur
By Evan Riddell Retirement isn't a number. It's a system that must hold up over time
Evan Riddell
By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals
Michael Connon
By Michael Connon Why succession planning in wealth management is redefining the advisor-client relationship
Michael Connon

Resources

How a 5-star advisor works to stand out

How a 5-star advisor works to stand out

How a 5-star advisor works to stand out

Retirement plans that go deeper

Industry news

Retirement plans that go deeper

Defining success in a high net worth practice

Industry news

Defining success in a high net worth practice

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

Industry news

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

Magazine

Wealth Professional 10.02
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Investments

US housing market stalls as rising rates, foreclosure risk weigh on outlook

New data from Zillow and ATTOM points to mounting headwinds for buyers and sellers alike as spring momentum fades

US housing market stalls as rising rates, foreclosure risk weigh on outlook

Why a high-cost world should favour stock pickers

Portfolio Manager & Global Investment Strategist explains how once AI “ephemera” dies back, winners will be found in cash flow

Why a high-cost world should favour stock pickers

TSX sets record close then sheds 368 points the next day

Canada's main index broke a record close Tuesday before a fresh round of US-Iran air strikes wiped out gains the following session

TSX sets record close then sheds 368 points the next day

Bitcoin hasn't been this low since February and its biggest fans are selling

Long-term holders dumped US$2.4 billion in two days

Bitcoin hasn't been this low since February and its biggest fans are selling

Partners Group flags US fund under redemption pressure as private equity withdrawal fears deepen

Delaware-domiciled fund may face liquidity cap, highlighting a need for clients to be certain of potential restrictions when investing in private markets funds

Partners Group flags US fund under redemption pressure as private equity withdrawal fears deepen