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News

BC court orders pub owners to buy out estate or liquidate

The oldest pub in BC became the unlikely test of a costly planning gap

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

May jobs numbers revealed

Could there be signs of hope amid technical recession?

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

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

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

By Evan Riddell Retirement isn't a number. It's a system that must hold up over time

By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals

By Michael Connon Why succession planning in wealth management is redefining the advisor-client relationship

Resources

How a 5-star advisor works to stand out

Industry news

How a 5-star advisor works to stand out

Industry news

Magazine

Wealth Professional 10.02

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Investments

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

By Steve Randall Jun 05, 2026 Alternative Investments

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

By David Kitai Jun 04, 2026 Equity Markets

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

By Freschia Gonzales Jun 04, 2026 Equity Markets

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

By Freschia Gonzales Jun 04, 2026 Equity Markets

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

By Steve Randall Jun 04, 2026 Alternative Investments

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

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