News

Major Canadian FI announces wealth chief as new CEO to lead $488 billion business

Major Canadian FI announces wealth chief as new CEO to lead $488 billion business

New leader has been with the financial services firms for more than 20 years

Incorporation key to industry’s progress, firm leaders argue

Executives from Canaccord Genuity, Wellington-Altus share their support for advisor incorporation proposals

Incorporation key to industry’s progress, firm leaders argue

Canada's economy posts 2.2% GDP gain on trade surge

Tariff fears fuel export rush as inventories pile up and households pull back in early 2025

Canada's economy posts 2.2% GDP gain on trade surge

CPP Investments exits two major US holdings, expects billions in proceeds

Salesforce to acquire Informatica in US$8 billion deal backed by CPP Investments, generating US$2.7bn

CPP Investments exits two major US holdings, expects billions in proceeds

Premium

Tariffs, tumult, and the TSX: Canadian funds chart a cautious course

As new tariffs redraw the map, Franklin Templeton managers discuss sector whiplash and safe havens

Features

Retiring advisors, emerging buyers: How deals are getting done

Care Lending Group helps buyers step in as succession planning drives a wave of M&A activity

Kevin Hegedus is blazing a trail as a registered portfolio manager with Q Wealth

After reaching a crossroads in his career, an experienced advisor has reshaped and enhanced PWM Private Wealth Counsel's offerings with the help of innovative independent platform

Advisor Intel

By Alex Mahrt Election Outcome Signals Continuity — With Strategic Shifts
Alex Mahrt
By Michael Connon The best way to access the next generation of investors? Hire young advisors
Michael Connon
By Rob McClelland Even in a technology age, in-person interactions always yield the best results
Rob McClelland
By Michael Connon It might be tempting to tweak, but you can’t outsmart the market
Michael Connon

Resources

Most advisors 'don't have a value system' to create wealth

Most advisors 'don't have a value system' to create wealth

Most advisors 'don't have a value system' to create wealth

How Charli Capital is helping advisors save time and scale their practice

Industry news

How Charli Capital is helping advisors save time and scale their practice

Power Panel: the advisory team

Industry news

Power Panel: the advisory team

How one young advisor is rising to new expectations

Industry news

How one young advisor is rising to new expectations

Magazine

Wealth Professional 10.02
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Investments

All that glitters is not gold; why silver also has potential for client portfolios

WP talks to Global X research analyst Brooke Thackray

All that glitters is not gold; why silver also has potential for client portfolios

Canadian active ETFs have seen stellar 15x growth in past 10 years, says Morningstar

Report reveals growth has far outpaced passive ETFs or mutual funds

Canadian active ETFs have seen stellar 15x growth in past 10 years, says Morningstar

As Trump catalyses uranium run, analyst offers longer-term view

Brooke Thackray explains how advisors can introduce the "Rodney Dangerfield" commodity to their investors

As Trump catalyses uranium run, analyst offers longer-term view

Is it time to accept that Bay Street is not the future of financial services?

Report says traditional banks are at risk of being sideline in evolving industry

Is it time to accept that Bay Street is not the future of financial services?

More than a Rolodex: Inside the personal, purpose-built future of CRM in wealth management

CRMs are everywhere, but only a few actually work for financial advisors. Gabe Karkanis on how Maximizer is one of them

More than a Rolodex: Inside the personal, purpose-built future of CRM in wealth management