News

How Q Wealth’s leaders got in on the ground floor of Future Proof

How Q Wealth’s leaders got in on the ground floor of Future Proof

Jared Rabinowitz and Stephen Gasparek explain how they saw the potential in what has become the largest gathering of Canadian advisors outside of dealer conferences

WP Asks: What do the midterms actually mean for stocks, and for Canadian clients?

Four advisors and portfolio managers say they have not moved a thing ahead of November 3

WP Asks:  What do the midterms actually mean for stocks, and for Canadian clients?

CIRO moves to cut investor complaint response time to 60 days

Quebec dealers already meet the 60-day deadline, and CIRO now wants the rest of Canada to match

CIRO moves to cut investor complaint response time to 60 days

Europe leaves room for billions more in Canadian goods exports

TD Economics pegs the shortfall at nearly $60 billion, with energy accounting for $50 billion of it

Europe leaves room for billions more in Canadian goods exports

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

Magazine

Wealth Professional 10.02

Investments

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

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

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?