News

CSA moves to make $50-million listed issuer financing exemption permanent

CSA moves to make $50-million listed issuer financing exemption permanent

The tool has raised $3.7 billion in a year - now the rules around it are changing

Do advisors need to understand collectible luxury markets to serve HNW clients?

Chris Warner explains his approach to clients with wine, car, and art collections as well as his messages to clients who want in on these markets

Do advisors need to understand collectible luxury markets to serve HNW clients?

OSC alleges wealth firm founder defrauded four investors of $908,000

BG Wealth Group founder allegedly kept trading securities after a ban meant to protect investors

OSC alleges wealth firm founder defrauded four investors of $908,000

Half of Canadians say their pay isn't keeping up with inflation

Optimism climbs to 45% even as fraud attempts and cost pressures squeeze households

Half of Canadians say their pay isn't keeping up with inflation

Premium

Designing insurance for the real advisor

Designing insurance for the real advisor

BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change

Features

Why advisors really leave — and what firms keep getting wrong about recruitment

Why advisors really leave — and what firms keep getting wrong about recruitment

Croesus's Sanjay Kulkarni on the real triggers behind advisor movement, and why compensation is rarely the deciding factor

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

Magazine

Wealth Professional 10.02

Investments

Do advisors need to understand collectible luxury markets to serve HNW clients?

Chris Warner explains his approach to clients with wine, car, and art collections as well as his messages to clients who want in on these markets

Do advisors need to understand collectible luxury markets to serve HNW clients?

Canada's insurers stay well positioned to soak up wildfire losses, a rating agency says

The claims that hurt arrive quietly, months or years after the smoke clears

Canada's insurers stay well positioned to soak up wildfire losses, a rating agency says

Concentrated growth and a shifting Fed demand a more deliberate approach to fixed income

BlackRock's CIO of fixed income ties resilient but narrowing growth and higher yields to a new playbook

Concentrated growth and a shifting Fed demand a more deliberate approach to fixed income

Despite rate stability, key uncertainties still hang over Canadian real estate

Keith Reading explains how advisors should be positioning REIT allocations to clients in a slower market

Despite rate stability, key uncertainties still hang over Canadian real estate

US banks near deal to fund Japan's US$550 billion pledge to Trump

Only US$2.2 billion has landed so far, and dollar costs are scaring off Tokyo's lenders

US banks near deal to fund Japan's US$550 billion pledge to Trump