News

Are US consumers weakening, and does that even matter for US equities?

Are US consumers weakening, and does that even matter for US equities?

Economists point to areas of concern, signs of resilience while highlighting structural shift in equities

The Capital Markets Tribunal chair exits the Purpose Investments ESG hearing

The OSC sought her recusal over a witness she has known for years

The Capital Markets Tribunal chair exits the Purpose Investments ESG hearing

One ETF crosses US$1 trillion, a first for the industry

Low fees draw US$69 billion into a single fund this year as passive cash eyes coming mega-IPOs

One ETF crosses US$1 trillion, a first for the industry

Carney launches Canada's AI for All strategy with a $200 billion growth target

The plan aims to lift business AI adoption from 12% to 60% by 2034

Carney launches Canada's AI for All strategy with a $200 billion growth target
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Premium

How Canadian advisors are compliantly deploying AI

How Canadian advisors are compliantly deploying AI

Focal, Harbourfront on AI: compliance, ROI, workflow as it scales beyond notes into automation

Features

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

From legacy limits to digital alpha: How d1g1t rebuilds the advisor tech stack

Inside the enterprise grade wealth platform giving advisors institutional analytics, scalable operations, and a client experience HNW investors actually notice

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

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 Chris Arthur IPOs - The Before and the After
Chris Arthur
By Evan Riddell Retirement isn't a number. It's a system that must hold up over time
Evan Riddell
By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals
Michael Connon
By Michael Connon Why succession planning in wealth management is redefining the advisor-client relationship
Michael Connon

Resources

How a 5-star advisor works to stand out

How a 5-star advisor works to stand out

How a 5-star advisor works to stand out

Retirement plans that go deeper

Industry news

Retirement plans that go deeper

Defining success in a high net worth practice

Industry news

Defining success in a high net worth practice

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

Industry news

How Pier 4 REIT Is Continuing to Find Value in Todays Real Estate Market

Magazine

Wealth Professional 10.02
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Investments

Are US consumers weakening, and does that even matter for US equities?

Economists point to areas of concern, signs of resilience while highlighting structural shift in equities

Are US consumers weakening, and does that even matter for US equities?

S&P holds firm on profitability and locks SpaceX out of the 500 for now

Index funds avoid billions in forced SpaceX buying after the decision

S&P holds firm on profitability and locks SpaceX out of the 500 for now

Triple shock kills private equity's second consecutive revival attempt

Bain midyear report finds 33,000 unsold portfolio companies stuck in limbo as AI rout, credit stress, and Iran conflict stall dealmaking

Triple shock kills private equity's second consecutive revival attempt

Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future

Tech giants dominate, but Friday’s $1.3T chip selloff highlights the risks alongside the opportunity

Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future

OPEC+ raises output targets for fourth straight month despite Hormuz crisis crippling actual supply

Paper increases mask a production collapse as Gulf exports remain blocked by the US-Iran war

OPEC+ raises output targets for fourth straight month despite Hormuz crisis crippling actual supply