News

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

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

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

Canadians turn to friends and siblings for home buying

Over 60% of Canadians consider shared mortgages with friends or siblings to tackle high house prices

Canadians turn to friends and siblings for home buying

OSC announces new board members and strategic vision

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

OSC announces new board members and strategic vision

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

TD Bank faces US penalties and leadership questions

As TD Bank grapples with a US probe and leadership uncertainties, stakeholders demand clear answers

Regulators

CIRO partners with Prosper Canada for financial education

CIRO funds initiatives to enhance financial literacy and protection for vulnerable Canadians

Magazine

Wealth Professional 10.02

Investments

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

CapIntel partners with DFSI to enhance advisor support

This strategic collaboration aims to improve client interactions and streamline CFR compliance across Canada

CapIntel partners with DFSI to enhance advisor support

Canadian investment funds net sales weaken, latest IFIC stats show

But where were investors targeting their mutual fund, ETF investments?

Canadian investment funds net sales weaken, latest IFIC stats show

Citigroup launches $1bn Canadian-dollar bond offering

Citigroup returns to Canada's bond market with a $1bn offering, marking its first large issuance since 2015

Citigroup launches $1bn Canadian-dollar bond offering