News

Rising fuel costs ripple through Canadian households, travel plans and grocery aisles

Rising fuel costs ripple through Canadian households, travel plans and grocery aisles

Canadians rethink spending, travel and shopping habits as fuel prices pressure household budgets

Retirement shocks, caregiving burdens test Americans’ financial readiness

Survey finds many pre-retirees face inflation strain and lack plans for future care needs

Retirement shocks, caregiving burdens test Americans’ financial readiness

OSC fires off 2026 risk questionnaire with a six-week deadline

What firms submit now will shape who gets the regulator's attention next

OSC fires off 2026 risk questionnaire with a six-week deadline

OSC pushes SEDAR+ exemption for foreign securities to January 2028

Stakeholders say the filing break helps Ontario clients tap into global offerings

OSC pushes SEDAR+ exemption for foreign securities to January 2028

Premium

How Canadian advisors are compliantly deploying AI

How Canadian advisors are compliantly deploying AI

Focal, Harbourfront on AI: compliance, ROI, workflow as it scales beyond notes into automation

Features

Income, repriced: Where advisors are looking now

Income, repriced: Where advisors are looking now

As institutional capital leans into real assets, Pier 4 outlines how private real estate is increasingly being considered by some advisors as part of diversified income-oriented portfolios

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Why Manulife Wealth's Georges Achkar focused on structure in a volatile tax year

Magazine

Wealth Professional 10.02

Investments

Income, repriced: Where advisors are looking now

As institutional capital leans into real assets, Pier 4 outlines how private real estate is increasingly being considered by some advisors as part of diversified income-oriented portfolios

Income, repriced: Where advisors are looking now

Why Canada’s household debt problem is an insurance problem

Underinsured and overleveraged, Chief Distribution Officer explains why advisors need to press their clients on insurance

Why Canada’s household debt problem is an insurance problem

Private credit's retail boom is making regulators nervous

A global watchdog says the market is deeply interconnected, largely opaque, and completely untested

Private credit's retail boom is making regulators nervous

Millennials fall behind earlier generations in Canadian homeownership race

StatCan reveals that younger Canadians are more likely to live with parents and less likely to own detached homes

Millennials fall behind earlier generations in Canadian homeownership race

Gold’s bull cycle faces short-term oil shock risk, but there is good news says State Street’s Doshi

The firm’s Head of Gold Commodities Fund Strategy talks to WP

Gold’s bull cycle faces short-term oil shock risk, but there is good news says State Street’s Doshi