Investments

More than a Rolodex: Inside the personal, purpose-built future of CRM in wealth management

CRMs are everywhere, but only a few actually work for financial advisors. Gabe Karkanis on how Maximizer is one of them

More than a Rolodex: Inside the personal, purpose-built future of CRM in wealth management

Why Pier 4 turned East: A case for Atlantic Canada over Alberta in multi-family real estate

As capital pours into Alberta, one real estate investment trust is focusing on a different future - one driven by demographic certainty, infrastructure investment, and opportunity

Why Pier 4 turned East: A case for Atlantic Canada over Alberta in multi-family real estate

Travellers are avoiding the US, what does that mean for travel stocks?

Portfolio manager behind Canadian listed travel ETF explains potential implications of more US-averse travellers

Travellers are avoiding the US, what does that mean for travel stocks?

Investors backtracked from Canadian mutual funds to the tune of $1.5B last month

April’s fund stats reveal significant divergence between mutuals and ETFs

Investors backtracked from Canadian mutual funds to the tune of $1.5B last month

Fund roundup: New launches target AI, bonds, dividends and triple-leveraged strategies

Mackenzie, Manulife, CI GAM and LongPoint expand fund lineups with new mandates

Fund roundup: New launches target AI, bonds, dividends and triple-leveraged strategies

How advisors, firms can assess where AI adds value and where it's just a sticker

Tech leaders explain how they integrated AI into their model, highlighting the functions that require an AI and the functions that don't

How advisors, firms can assess where AI adds value and where it's just a sticker