News

Ontario court lifts asset freeze on Valour amid Ponzi scheme claims

Ontario court lifts asset freeze on Valour amid Ponzi scheme claims

Investors cried Ponzi. A judge lifted the freeze anyway - for now.

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

CIRO launches free legal help program for self-represented respondents

The pilot connects self-represented respondents with volunteer lawyers at no cost

CIRO launches free legal help program for self-represented respondents
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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

Advisor Intel

By Evan Riddell Retirement isn't a savings target - it's a coordinated income plan
Evan Riddell
By Chris Arthur IPOs - The Before and the After
Chris Arthur
By Evan Riddell Retirement isn't a number. It's a system that must hold up over time
Evan Riddell
By Michael Connon Why incorporation doesn’t always lead to tax savings for professionals
Michael Connon

Resources

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The Best in Wealth Management Took Centre Stage at the Wealth Professional Awards 2026

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

Industry news

The AI Playbook for Canadian Wealth Firms: Bridge the AI Execution Gap or Get Left Behind

How a 5-star advisor works to stand out

Industry news

How a 5-star advisor works to stand out

Retirement plans that go deeper

Industry news

Retirement plans that go deeper

Magazine

Wealth Professional 10.02
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Investments

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

Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds

Deep alternatives knowledge among advisors has nearly doubled as evergreen fund appetite grows

Advisor use of alternatives doubles in depth as portfolio integration deepens, Brookfield finds

How will AI’s economic input be measured, invested in?

Asset managers weigh in on the prospect of a token futures market, chips, and other inputs as AI displaces labour

How will AI’s economic input be measured, invested in?

A chipmaker's shares have quadrupled this year and now Wall Street gets a turn

The Nvidia supplier eyes US$29.4 billion on Nasdaq as Micron earnings stoke the memory rally

A chipmaker's shares have quadrupled this year and now Wall Street gets a turn