Financial Advisor Website for News, Analysis & Thought Leadership

Asset managers and dealers just got a new voice inside the regulator

Wealth managers eye rate outlook as counter-tariffs take effect

UAE, Norway funds attend as Treasury allocations shift

New report flags benefits and gaps in portability for investment firms

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

Harvest ETFs built its latest ETF to give investors access to international companies and the liquidity needed to support a covered call strategy

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 Jeffrey Harris Why advisor succession planning fails without a real exit plan

By Chris Arthur Don't wait for CIRO's IAP to sell your practice

By Michael Connon Recognizing a True Professional

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

Alternative Investments

Alternative Investments

Wealth Professional 10.02

By Steve Randall Sep 09, 2026 ETFs

Fixed income drove $3.9B in weekly inflows, while autocallable ETFs emerge as the next income frontier for Canadian advisors

By David Kitai Sep 08, 2026 ETFs

Bipan Rai explains how shifts in market cap weights and index rules mean advisors need to watch index providers more closely

By Freschia Gonzales Sep 08, 2026 Mutual Funds

Goldman Sachs Asset Management takes over five IG funds and adds its own flagship strategies

By Freschia Gonzales Sep 08, 2026 Fixed Income

Government debt across all issuers would fall to 50% of the bond index from 70%

By Freschia Gonzales Sep 08, 2026 Equity Markets

New CEO inherits a second guidance cut, a shrinking market share, and an impatient board