Smith’s path from operations to business development has given her a practical view of advisor growth

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News

FSB pitches eight principles to modernize financial rules, spotlighting OSFI reforms

FSB pitches eight principles to modernize financial rules, spotlighting OSFI reforms

One Canadian regulator's reforms made the list, and the industry has until January to weigh in

Missed deadline sinks investor's fraud claims against land banking group

She flagged possible fraud in 2018. The lawsuit came more than three years later.

Missed deadline sinks investor's fraud claims against land banking group

Global website flaw puts advisor websites at risk as attacks begin

European government websites taken down, major sites like Wikipedia affected

Global website flaw puts advisor websites at risk as attacks begin

A stability play in fixed income

As public credit markets stay choppy, Nayef Perry shares how private credit can serve as ballast

A stability play in fixed income

Premium

The AI race is on. Continuum is betting client context decides who wins

The AI race is on. Continuum is betting client context decides who wins

Continuum’s founders built a platform around the advisor knowledge software leaves between meetings

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

Top-quartile Canadian funds still lost to their benchmarks in first half 2026

SPIVA Canada Scorecard puts the bottom-quartile shortfall at 7.3% across seven categories

Top-quartile Canadian funds still lost to their benchmarks in first half 2026

Trump backs off jet ban threat and Bombardier shares climb

RBC’s James McGarragle says the retreat clears a headline overhang weighing on investor sentiment

Trump backs off jet ban threat and Bombardier shares climb

BlackRock warns yield abundance masks diverging fixed income risks

The world's largest asset manager says the challenge is no longer finding income - it's understanding what risks investors are being paid to take

BlackRock warns yield abundance masks diverging fixed income risks

Canadian life and health insurers hit $157bn in 2025 benefits

New CLHIA data reveals a 10 per cent surge in Canadian insurance payouts, driven by rising drug costs and record retirement savings growth

Canadian life and health insurers hit $157bn in 2025 benefits

ETF assets hit sixth straight record as mutual fund streak ends

Canadian investors poured $17.7 billion into ETFs in September while mutual funds recorded their first net redemptions in 16 months

ETF assets hit sixth straight record as mutual fund streak ends