News

Q Wealth Partners celebrates 5 years of The Canadian Lounge at Future Proof Festival

Q Wealth Partners celebrates 5 years of The Canadian Lounge at Future Proof Festival

Fifth anniversary of the Canadian advisor community's signature gathering returns to Huntington Beach

Ontario court refuses to strike earnout claims against Crawford & Company

An acquirer tried to end two claims early. It's paying the seller's costs instead

Ontario court refuses to strike earnout claims against Crawford & Company

What a succession plan looks like between father and son

Chris Stuchberry explains how he earned credibility and equity in his father’s practice over several years

What a succession plan looks like between father and son

How iA Private Wealth built a compliance process for modern social media

Compliance lead explains his firm’s approach to compliant communication on fast-paced channels

How iA Private Wealth built a compliance process for modern social media

Premium

Designing insurance for the real advisor

Designing insurance for the real advisor

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

Features

Turning a nervous market into monthly income

Turning a nervous market into monthly income

Harvest’s James Learmonth on the Income Leaders ETFs, a barbell built for 2026, and the upside investors trade away to get paid

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

North America largely shielded as Hormuz shock reshapes global outlook

S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil

North America largely shielded as Hormuz shock reshapes global outlook

North America largely shielded as Hormuz shock reshapes global outlook

S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil

North America largely shielded as Hormuz shock reshapes global outlook

Canadian housing affordability hits four-year best as condos lead recovery

Vancouver and Toronto post biggest gains while Montreal and Quebec City buck the trend

Canadian housing affordability hits four-year best as condos lead recovery

Longevity may not have a single solution, but can annuities help?

Rohit Thomas shares the pressure that long life expectancy puts clients under, outlines opportunities for advisors

Longevity may not have a single solution, but can annuities help?

Five Wall Street banks now see the S&P 500 at 8,000 or higher in 2026

Citigroup and JPMorgan lifted their targets as AI earnings powered the rally

Five Wall Street banks now see the S&P 500 at 8,000 or higher in 2026