News

Why one advisor thinks budget is mostly a 'yawn'

John De Goey sees 'virtue signalling' in advisors’ rage about budget impacts

CFIB report shows continued decline in business confidence

The latest CFIB Barometer shows a further drop in optimism among Canadian SMEs, driven by economic pressures

CFIB report shows continued decline in business confidence

CSA reports highlight positive trends in investment fund industry

Newly published research by the CSA shows beneficial shifts in investor and industry behaviour post-CRM2

CSA reports highlight positive trends in investment fund industry

US economy slows to 1.6% amid high interest rates

Despite high interest rates slowing growth, US consumers continue robust spending, keeping the economy active

US economy slows to 1.6% amid high interest rates

Premium

Where we’re at: generative AI in the Canadian advisory scene

Experts on unlocking next-generation wealth management: how advisors leverage generative AI tools

Features

Scaling for success: Q Wealth helps latest Partner solve a 'good problem to have'

Q Wealth helps latest Partner solve a 'good problem to have'

Morningstar tool matches clients to their risk profiles

Wiley Green deep dives into how Morningstar’s proprietary risk tools enhance investment decisions and tailor portfolio strategies

People moves

OSC announces new board members and strategic vision

The OSC welcomes new directors and reappoints Chair Kevan Cowan, advancing its regulatory mission

Regulators

CIRO issues bans, $105K in fines relating to investment firm sale agreement

Details emerged as one person sued another over the matter

Magazine

Wealth Professional 10.02

Investments

HEC Montréal and iA Financial Group forge sustainable finance partnership

Donation from iA Financial Group boosts sustainable finance research at HEC Montréal

HEC Montréal and iA Financial Group forge sustainable finance partnership

HEC Montréal and iA Financial Group forge sustainable finance partnership

Donation from iA Financial Group boosts sustainable finance research at HEC Montréal

HEC Montréal and iA Financial Group forge sustainable finance partnership

Mackenzie launches emerging markets ex-China equity fund

Explore diverse emerging market opportunities with Mackenzie's new fund, excluding China investments

Mackenzie launches emerging markets ex-China equity fund

Why advisors should factor the cost of liquidity into their alts allocations

Principal at fixed income asset manager offers a view on liquidity issues that could impact the returns profile that many advisors see in private assets

Why advisors should factor the cost of liquidity into their alts allocations

Canadian financial sector embraces cryptoassets amid market recovery

Survey reveals a sharp rise in crypto services and investments as market stability improves

Canadian financial sector embraces cryptoassets amid market recovery