News

What’s the point of your office?

What’s the point of your office?

Client meetings happen online and nobody’s impressed by a mahogany boardroom, but advisors see a new value in the office

There’s a new information ecosystem emerging and advisors' roles are changing

Survey finds finfluencers, AI informing Canadians, but advisors still serve as sources of trust

There’s a new information ecosystem emerging and advisors' roles are changing

Apple shares fell 4% during its fourth-quarter earnings call

December-quarter gross margin is guided to 45 to 46%, down from 47.9% in the quarter just reported

Apple shares fell 4% during its fourth-quarter earnings call

Investors flee AI names as the Nasdaq slips and the Dow climbs

Oil tumbled more than 7% on Iran peace signals as money moved out of US tech

Investors flee AI names as the Nasdaq slips and the Dow climbs
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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

From data overload to better advice: the opportunity for wealth management

From data overload to better advice: the opportunity for wealth management

Croesus’s Brian O’Reilly explains how investment advisors can turn wealth data into actionable intelligence, improve productivity and deliver more relevant client advice

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 Darren Ryan What building a physician practice taught me about advisor trust
Darren Ryan
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

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

Private credit demand holds firm, but investors are growing cautious

Bloomberg Intelligence's fall 2026 survey finds private credit demand holding firm even as investor caution rises on spreads and retail flows

Private credit demand holds firm, but investors are growing cautious

Nasdaq tech sell-off caps worst October since March 2025

US tech stocks closed October sharply lower as AI capital spending concerns rattled chipmakers and triggered a rotation into defensive sectors

Nasdaq tech sell-off caps worst October since March 2025

Canada-EU alliance signals a shift in portfolio diversification strategy

The Montréal summit’s agreements signal a portfolio diversification shift for Canadian advisors and their clients

Canada-EU alliance signals a shift in portfolio diversification strategy

Canadian DB pension plans post -2.6% in Q3 as yields cut both ways

Rising bond yields hammered fixed income returns but may have strengthened funded positions for many Canadian plan sponsors

Canadian DB pension plans post -2.6% in Q3 as yields cut both ways

Canadian real estate investor confidence hits 15-year high, recovery uneven

Senior housing, retail and industrial lead opportunities as deal activity returns to post-2022 highs across Canada

Canadian real estate investor confidence hits 15-year high, recovery uneven