News

How fixed income funds are changing amid volatility, trepidation

How fixed income funds are changing amid volatility, trepidation

Fixed income still carries the scars of ’22, but Rose Devli says that providers are adapting to needs, concerns

Cambridge advisory team leaves its dealer and launches as an Ontario portfolio manager

A 36-year-old practice carries nearly 300 households onto an independent platform

Cambridge advisory team leaves its dealer and launches as an Ontario portfolio manager

CIRO bans former BMO Investments mutual fund rep over unauthorized trades

Hearing panel accepted a settlement agreement after the former rep admitted altering Know Your Client data and refusing a CIRO interview

CIRO bans former BMO Investments mutual fund rep over unauthorized trades

Carney opens Toronto Pearson and three hubs to private capital

The federal government will retain ownership while investors operate the airports for decades

Carney opens Toronto Pearson and three hubs to private capital

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

Features

Have you outgrown the dealer model?

Have you outgrown the dealer model?

As advisory practices mature, Purpose Advisor Solutions explores why the model that supported early growth can start to feel restrictive

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

US SEC clears tokenized stock trading under five-year exemption

Blockchain-based US equity tokens must carry dividend and voting rights, and issuers can block them within 30 days

US SEC clears tokenized stock trading under five-year exemption

Canadian mutual fund and ETF assets hit new all-time highs in August

Record fund assets and surging ETF sales signal sustained investor confidence heading into fall, new SIMA stats reveal

Canadian mutual fund and ETF assets hit new all-time highs in August

US ETF market hits $16 trillion as risky new products flood the field

Passive funds dominate the complex US exchange-traded fund market, but active management is playing an increasingly key role.

US ETF market hits $16 trillion as risky new products flood the field

Canadians want more incentives to invest at home, survey finds

New CETFA research shows broad public support for domestic investment policies and a proposed Maple Investment TFSA

Canadians want more incentives to invest at home, survey finds

Canadian investors dump record US tech shares as foreign buyers pile into federal bonds

Canadians made an unprecedented exit from US equities in July while international appetite for Canadian government debt reached new heights, Statistics Canada data shows

Canadian investors dump record US tech shares as foreign buyers pile into federal bonds