News

Judge orders Meta to pay US$25 billion hours before earnings lift its stock

Judge orders Meta to pay US$25 billion hours before earnings lift its stock

A US jury found 43 million violations; Meta now plans to appeal the record penalty

Inheritance conflict is the rule, not the exception, Wells Fargo finds

New research exposes a wide gap in how affluent parents and their adult children understand and prepare for the transfer of family wealth

Inheritance conflict is the rule, not the exception, Wells Fargo finds

Small business succession planning gap puts $2 trillion at risk

A new CFIB report finds most Canadian owners lack a formal exit plan, creating a major opportunity for financial advisors

Small business succession planning gap puts $2 trillion at risk

Cybersecurity crisis puts client trust at risk for Canadian advisors

A global programming flaw and a new national survey are forcing advisors to confront the real cost of a breach

Cybersecurity crisis puts client trust at risk for Canadian advisors

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

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

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