News

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

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.

Tétrault Wealth moves its Winnipeg practice to an independent dealer

Rob Tétrault ends eight years at Canaccord Genuity and brings his full team with him

Tétrault Wealth moves its Winnipeg practice to an independent dealer

Job losses push October Bank of Canada hike odds down to 25%

Bay Street economists line up behind a hold as the jobless rate climbs to 6.5%

Job losses push October Bank of Canada hike odds down to 25%

More than four in 10 older investors want no part of AI in their advice: poll

The age gap runs nearly three to one, with younger investors far more comfortable letting AI assist

More than four in 10 older investors want no part of AI in their advice: poll
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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

Advisor Intel

By Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad
By Chris Arthur How to achieve high retention rates when selling your practice
Chris Arthur
By Jeffrey Harris Why advisor succession planning fails without a real exit plan
Jeffrey Harris
By Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur

Resources

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Service that goes beyond investments

Industry news

Service that goes beyond investments

Magazine

Wealth Professional 10.02
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Investments

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%

IG Wealth future exit could drive Winnipeg office vacancy past 19%

National office vacancy slipped to 13.2% even as one relocation reshaped a prairie market

IG Wealth future exit could drive Winnipeg office vacancy past 19%

Canada life wants to build “the best place in Canada for an entrepreneurial advisor”

Blaine Shewchuk outlines how the new amalgamation of IPC and Quadrus into IPC Wealth gets the parent firm closer to their goal

Canada life wants to build “the best place in Canada for an entrepreneurial advisor”