News

Court forces disclosure of legal advice in disputed IP transfer case

Court forces disclosure of legal advice in disputed IP transfer case

A good-faith defence just cost this company part of its legal file.

OSC annual report shows ETFs, crypto funds reshaping fund industry

Regulator details a year of new products and fund rule changes

OSC annual report shows ETFs, crypto funds reshaping fund industry

US Federal Reserve makes interest rate decision

Persistent inflation and rising long-term yields have plagued Governor Warsh ahead of FOMC meeting

US Federal Reserve makes interest rate decision

Parents can’t hide money worries from their kids, they must talk

Vanguard survey finds that financial stress finds its way into kids’ minds, but that earlier conversations can help

Parents can’t hide money worries from their kids, they must talk

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

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

Features

Have you outgrown the dealer model?

Have you outgrown the dealer model?

As advisory practices mature, Purpose Advisor Solutions explores why the model that supported early growth can start to feel restrictive

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

AI capex and rising real yields are reshaping portfolio construction

FTSE Russell's September 2026 report finds investors navigating a barbell market adding AI-linked growth assets while loading up on high-quality fixed income

AI capex and rising real yields are reshaping portfolio construction

Why an AI slowdown has markets "on edge"

CIOs unpack whether model development will actually slow, and what that could mean for the ongoing AI buildout

Why an AI slowdown has markets "on edge"

Life insurers are losing clients at an alarming rate and advisors can help fix it

New global research exposes a consumer engagement crisis in life insurance, with clear implications for how advisors position and support coverage conversations

Life insurers are losing clients at an alarming rate and advisors can help fix it

How ETFs opened global markets for Canadian investors

Tyler Mordy explains how these investment vehicles opened up a universe of options for asset managers and retail investors

How ETFs opened global markets for Canadian investors

Canadian infrastructure pledges reach $85 billion across four announcements

BMO, Sun Life, and Power Sustainable set out private capital plans as research puts the municipal gap at $240 billion

Canadian infrastructure pledges reach $85 billion across four announcements