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One quote explains why thousands of TurboTax users can now sue as one.

He was her trusted advisor. Then he asked her to lend him money.

Is Canada turning the corner?

A wealth of data and opportunities to add in AI, plus strong competitive moats are making Canadian financials more attractive, say PMs

Franklin Templeton on why alternatives belong in portfolio construction, not as an add-on

Croesus's Sanjay Kulkarni on the real triggers behind advisor movement, and why compensation is rarely the deciding factor

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

By Michael Connon To be a great advisor, you cannot care about money

By Chris Arthur Structure beats price when selling your practice

By Evan Riddell Retirement isn't a savings target - it's a coordinated income plan

By Chris Arthur IPOs - The Before and the After

Industry news

Industry news

Wealth Professional 10.02

By David Kitai Aug 07, 2026 Equity Markets

A wealth of data and opportunities to add in AI, plus strong competitive moats are making Canadian financials more attractive, say PMs

By Freschia Gonzales Aug 07, 2026 Life and health insurance

The pullback comes as the national saving rate hits a two-year low of 3.5%

By Freschia Gonzales Aug 07, 2026 Global Investing

MSCI says the sector sits at the centre of the boom, not a hedge against it

By Steve Randall Aug 07, 2026 Global Investing

ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind

By Steve Randall Aug 07, 2026 Global Investing

ViewTrade's James St. Clair says overnight markets are maturing fast, and advisors who ignore them risk leaving clients behind