News

We’re in a hiking cycle now, what that means for your clients

We’re in a hiking cycle now, what that means for your clients

Dominique Lapointe expects another BoC hike in December and says the Fed will likely resume hiking soon

Canadians save for retirement, but many have not planned for how long it will last

Only 34% have a plan that considers a longer life, a survey finds

Canadians save for retirement, but many have not planned for how long it will last

Fed calendar shake-up: seven rate votes in 2027, six in 2028

The first change to the FOMC’s eight-meeting schedule since 1981 raises questions on nimbleness

Fed calendar shake-up: seven rate votes in 2027, six in 2028

Business leaders put major projects and investment atop Budget 2026 wish list, KPMG finds

Accelerating projects and cutting red tape top the priorities in a survey of 340+ leaders

Business leaders put major projects and investment atop Budget 2026 wish list, KPMG finds
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Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

Features

For Aleris Private Wealth, going bigger means gaining control

For Aleris Private Wealth, going bigger means gaining control

Dave Holt and Aaron Migie are bringing a more coordinated approach to complex family finances through their partnership with Q Wealth

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

A webinar with Focal AI founder John Connell on moving AI from pilot to firm-wide advisor capacity, without running afoul of Canadian privacy rules

Advisor Intel

By Michael Connon Online gambling is not investing, and family wealth is paying for it
Michael Connon
By Dianne C. White Scaling a wealth management firm as founders and key staff retire
Dianne C. White
By Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad
By Chris Arthur How to achieve high retention rates when selling your practice
Chris Arthur

Resources

What makes a rising star?

What makes a rising star?

What makes a rising star?

Clients Don't Want AI. They Want a Human With Time and Knowledge

Industry news

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Magazine

Wealth Professional 10.02
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Investments

Critical illness coverage gap widens as Canadian worry hits new high

New RBC Insurance data shows most Canadians fear a serious diagnosis but have no financial protection in place

Critical illness coverage gap widens as Canadian worry hits new high

US Federal Reserve makes interest rate decision

US central bank call comes as inflation persists at an elevated rate

US Federal Reserve makes interest rate decision

BoC makes much-anticipated interest rate call

Canada's central bank has made a policy decision that had markets, analysts speculating over recent days

BoC makes much-anticipated interest rate call

Tesla and SpaceX might merge, how can advisors manage Elon Musk’s role on markets?

Elliot Johnson explains why the richest man in the world can’t be ignored and can’t be predicted, causing issues for investors

Tesla and SpaceX might merge, how can advisors manage Elon Musk’s role on markets?

Canadians want less US trade, yet investors keep buying US shares

Fidelity finds 47% of advisors already field tariff questions from clients

Canadians want less US trade, yet investors keep buying US shares