News

How can advisors help clients manage Trudeau's new budget

How can advisors help clients manage Trudeau's new budget

Capital gains inclusion rate is set to rise and the feds seem ready to pick winners and losers between business owners, what can advisors do to help their clients now

Fed Chair Powell signals delay in rate cuts amid inflation concerns

Jerome Powell indicates interest rate reductions are unlikely soon, with inflation remaining above target

Fed Chair Powell signals delay in rate cuts amid inflation concerns

Who are Canada's top advisory teams in 2024?

Entries for Wealth Professional’s 5-Star Advisory Teams 2024 close next week

Who are Canada's top advisory teams in 2024?

Canada's budget unveils steps for open banking and domestic investment

The federal budget introduces regulatory changes for banks and aims to boost local investments by pensions

Canada's budget unveils steps for open banking and domestic investment

Premium

Fostering connections for a competitive edge

Middlefield’s strategic focus on equity income and collaborative leadership continues to outperform

Features

Uniting forces: bringing on an $800 million partner

Designed Wealth Management and Wolfond Financial on leveraging untapped markets for comprehensive wealth solutions

Pat Dunwoody reflects on Canadian ETFs

As she departs CETFA, the outgoing executive director explains just how far ETFs have come in Canada since she took the reins in 2012

People moves

Google restructures finance teams amid AI push

Google announces layoffs and relocations in finance, aligning resources with its focus on artificial intelligence

Regulators

Joint forum discusses AI in financial markets

Regulators and experts explore AI's impact, focusing on opportunities and emerging risks in finance

Magazine

Wealth Professional 10.02

Investments

Canada's budget unveils steps for open banking and domestic investment

The federal budget introduces regulatory changes for banks and aims to boost local investments by pensions

Canada's budget unveils steps for open banking and domestic investment

Canadian investors boost foreign bond holdings in February

Canadian investors acquired $24.2bn in foreign securities, led by a record purchase of bonds

Canadian investors boost foreign bond holdings in February

Canadians more interested in sustainable investing, Mackenzie survey reveals

But only a minority have discussed this with their financial advisor

Canadians more interested in sustainable investing, Mackenzie survey reveals

Canadian financial software firm launches new reverse mortgage product

Portfolio+ is responding to the growing demand for the products

Canadian financial software firm launches new reverse mortgage product

Conquest partners with Desjardins to enhance financial planning

Conquest's AI platform will now support nearly 1,400 advisors across Canada, boosting personalized financial advice

Conquest partners with Desjardins to enhance financial planning