News

How one portfolio management team has used AI since 2017

How one portfolio management team has used AI since 2017

Senior PM & Engineer highlights the distinction between machine learning, large language models, explains how both serve a new set of products

Wealthsimple Predict's prediction market app — ready for the client call?

Wealthsimple Predict launches this summer. Research shows most prediction market traders lose money – here is what advisors need to know before clients ask

Wealthsimple Predict's prediction market app — ready for the client call?

SpaceX stock pulls back as valuation questions mount

SpaceX stock fell more than six per cent on June 18, 2026, raising questions Canadian advisors are already fielding about post-IPO sustainability – and a $20-billion bond offering adds to the picture

SpaceX stock pulls back as valuation questions mount

Fed rate hike signal overshadows S&P 500 rebound for Canadian advisors

US equities recovered Thursday after a Fed sell-off. A possible Fed rate hike before year-end adds a new variable for Canadian advisors

Fed rate hike signal overshadows S&P 500 rebound for Canadian advisors

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

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

AI is not a feature: Why wealth management has 36 months to rethink itself

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

Magazine

Wealth Professional 10.02

Investments

How advisors can manage inflation risk as pricing power shifts

Finding companies with pricing power to protect against inflation may mean looking down the value chain, argues T. Rowe Price

How advisors can manage inflation risk as pricing power shifts

There’s a risk to equity markets hiding in plain sight

Concentration has defined this bull run, and it could be the reason it ends

There’s a risk to equity markets hiding in plain sight

Canadian investment fund assets climb for second month running in May

Bond funds lead mutual fund inflows as equity ETFs keep net sales running hot

Canadian investment fund assets climb for second month running in May

Canadian investment fund assets climb for second month running in May

Bond funds lead mutual fund inflows as equity ETFs keep net sales running hot

Canadian investment fund assets climb for second month running in May

Private equity splinters as dealmakers chase fewer, bigger bets

PwC report finds LPs prioritizing distributions over paper gains as exits stall

Private equity splinters as dealmakers chase fewer, bigger bets