News

What a succession plan looks like between father and son

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

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

US Supreme Court blocks Trump from firing Lisa Cook... for now

No president since 1913 had tried to oust a Fed governor. The court just drew the line.

US Supreme Court blocks Trump from firing Lisa Cook... for now

Why working with a planner pays off across every income bracket: report

Planner clients also reported stronger financial well-being and savings buffers

Why working with a planner pays off across every income bracket: report

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