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News

How advisors can use institutional strategies for the retail channel

Structured products, aimed at DC plans, address many of the fundamental decumulation and behavioural issues that retail clients need their portfolios to manage

Canadian household wealth climbs despite rising debt

New data show stronger balance sheets

Scotiabank moves to take Caribbean unit private in $500 million deal

The move aims to streamline operations

Diplomatic shift reorders Middle East outlook

Investors reposition after signals of easing regional disruption

Designing insurance for the real advisor

BMO Insurance’s Rav Bharania and Nicole Kennedy on fixing advisor friction and scaling change

Features

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

AI is not a feature: Why wealth management has 36 months to rethink itself

Jeremy Fehr of SIA Wealth on why advisory firms must treat AI as client infrastructure, not a cosmetic upgrade, or risk being displaced by Big Tech

Advisor Intel

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

By Chris Arthur IPOs - The Before and the After

By Evan Riddell Retirement isn't a number. It's a system that must hold up over time

By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals

Resources

How a 5-star advisor works to stand out

Industry news

How a 5-star advisor works to stand out

Industry news

Magazine

Wealth Professional 10.02

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Investments

How advisors can use institutional strategies for the retail channel

By David Kitai Jun 15, 2026 Life and health insurance

Structured products, aimed at DC plans, address many of the fundamental decumulation and behavioural issues that retail clients need their portfolios to manage