News

How advisors managed the Outlook outage

How advisors managed the Outlook outage

“Our client base actually remembers how to use a phone,” says one advisor

Is Canada a useful hedge against the AI trade?

Despite a lack of tech on the TSX, experts caution against viewing Canada as the ‘anti-AI’ trade

Is Canada a useful hedge against the AI trade?

Jensen Huang's Nvidia exit erased US$182 billion in one session

Buyers stepped in after a 14% plunge, leaving new interim CEO to steer the chipmaker

Jensen Huang's Nvidia exit erased US$182 billion in one session

Anthropic prices its IPO six days after a court filing targets frontier AI

Four nonprofits want a California court to halt frontier AI models at five developers, with up to 20% of the Nasdaq listing set aside for retail

Anthropic prices its IPO six days after a court filing targets frontier AI
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Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

Features

Saskatchewan’s Alderwood Wealth finds new scale with Q Wealth

Saskatchewan’s Alderwood Wealth finds new scale with Q Wealth

The Saskatchewan advisory firm is looking to give clients access to portfolio management through Q Wealth while retaining the independence and client relationships behind its established business

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 Richard Rampersad Holistic wealth management means putting the right people in the room
Richard Rampersad
By Darren Ryan What building a physician practice taught me about advisor trust
Darren Ryan
By Michael Connon Online gambling is not investing, and family wealth is paying for it
Michael Connon
By Dianne C. White Scaling a wealth management firm as founders and key staff retire
Dianne C. White

Resources

What makes a rising star?

What makes a rising star?

What makes a rising star?

Clients Don't Want AI. They Want a Human With Time and Knowledge

Industry news

Clients Don't Want AI. They Want a Human With Time and Knowledge

AI in Wealth Management: Risk, Value and the Advisor's Edge

Alternative Investments

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Magazine

Wealth Professional 10.02
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Investments

Wall Street absorbs the hit as Nvidia touches a 52-week low

Nvidia’s market value tracks toward its first close below US$4 trillion since July 2025

Wall Street absorbs the hit as Nvidia touches a 52-week low

US ETF flows surge as equity sell-off drives defensive positioning

Global stocks sold off sharply last week, pushing ETF investors into defensive positions as debate builds around 24/7 trading and tokenization in Canada

US ETF flows surge as equity sell-off drives defensive positioning

Embattled Nvidia CEO resigns

Interim chief named as second affair comes to light

Embattled Nvidia CEO resigns

ETF investors outpace Canadians on financial confidence as AI use grows

ETF investors are significantly more confident about their financial futures than the broader Canadian population, new national research shows, even as AI tools gain traction in investment research

ETF investors outpace Canadians on financial confidence as AI use grows

Brookfield Private Wealth sees symmetry with Canadian advisors, investors

John Sweeney, CEO of Brookfield Private Wealth, highlights strong relationships with institutions, growing client need for alternatives

Brookfield Private Wealth sees symmetry with Canadian advisors, investors