News

Half of Canada’s 3.6 million financial caregivers use an advisor

Half of Canada’s 3.6 million financial caregivers use an advisor

Research shows caregiving duties sent 43% of them looking for advice in the first place

Regulator bans chargebacks on publicly offered investment fund sales

Final amendments to National Instrument 31-103 remove a pay structure the CSA calls a conflic

Regulator bans chargebacks on publicly offered investment fund sales

Six in 10 advisors turn more bullish on Canada: poll

Fidelity’s latest poll reveals four in 10 point to new economic policy direction as the main reason for the shift

Six in 10 advisors turn more bullish on Canada: poll

NEI Investments pairs Vanguard equity ETFs with its own active bond mandates

Vanguard ETFs form the equity core, while NEI keeps every investment decision on the portfolios

NEI Investments pairs Vanguard equity ETFs with its own active bond mandates

Premium

Canadian investors demand human oversight as AI enters the advice equation

Canadian investors demand human oversight as AI enters the advice equation

New RIA research reveals investor discomfort with AI-driven decisions - and strong appetite for energy security and critical minerals

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

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

Family offices move majority of assets into alternatives

BNY Wealth study of 290 global single family offices finds private equity, infrastructure and private credit now dominate portfolio construction

Family offices move majority of assets into alternatives

Forstrong's Tyler Mordy seeks new growth avenues following SEAMARK combination

As Forstrong and SEAMARK amalgamate, CIO Tyler Mordy looks for more growth, innovation and national expansion.

Forstrong's Tyler Mordy seeks new growth avenues following SEAMARK combination

IMF warns bond yields face disorderly spike on debt and AI risks

Surging sovereign debt, AI capital competition, and leveraged hedge fund Treasury exposure combine into a convergent threat

IMF warns bond yields face disorderly spike on debt and AI risks

How a higher cost of capital could reshape markets, economies

David Stonehouse shares advisor takeaways as the world moves further away from the age of free money

How a higher cost of capital could reshape markets, economies

OpenAI revenue figure sinks AI stocks as Nasdaq drops 1.25%

OpenAI tells investors its annualized revenue hit US$50 billion, roughly US$20 billion below earlier figures

OpenAI revenue figure sinks AI stocks as Nasdaq drops 1.25%