News

Canadian literacy is worsening, and that should matter for advisors

Canadian literacy is worsening, and that should matter for advisors

Mélanie Valcin explains the risks that poor literacy rates introduce for families, communities, and Canada and how advisors can help address it

Big six bank moves to buy back $10 billion of its own shares, pending OSFI approval

The bank caps the program at 61 million shares and aims to finish buying by July 2027

Big six bank moves to buy back $10 billion of its own shares, pending OSFI approval

Deloitte cuts its 2027 growth call as Canada's economy flatlines in July

Statistics Canada flags an August rebound as construction and utilities hold the line

Deloitte cuts its 2027 growth call as Canada's economy flatlines in July

Hedge funds nearly triple their US Treasury holdings to US$2 trillion

That pile now covers a record 7% of the US$28.9 trillion marketable Treasury market

Hedge funds nearly triple their US Treasury holdings to US$2 trillion

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

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

Half of family offices lack a complete succession plan: report

Nearly a third worry that retirement will take key family leaders and staff out the door

Half of family offices lack a complete succession plan: report

US long bond clears 5.6% for the first time since 2002

Traders now put better than 72% odds on another Fed hike in October

US long bond clears 5.6% for the first time since 2002

Single-country US ETFs surge as investors target AI, reform plays

US-listed single-country ETFs have pulled in over $26 billion year-to-date, more than four times their full-year 2025 haul, TD Securities data shows

Single-country US ETFs surge as investors target AI, reform plays

Weekend equity trading is coming - what advisors need to know

Bruce Markets, backed by Robinhood and PEAK6, plans to launch the first continuous weekend U.S. stock trading session, pending SEC review

Weekend equity trading is coming - what advisors need to know

Are Canadians selling their US assets for patriotism or profit?

The Marsh Global Asset Owner Barometer found Canadians disproportionately offloading their US holdings, but the reasons why might surprise

Are Canadians selling their US assets for patriotism or profit?