Site Map for May 2019

Date
Title
May 31, 2019
Canadians fined $100 million for unpaid real estate taxes
May 31, 2019
US fintech acquires Canadian asset manager to empower FAs
May 30, 2019
2019 Wealth Professional Awards winners announced
May 30, 2019
Ex-advisor accused of lying about worth, Mercedes to get loan
May 30, 2019
IIROC and FINTRAC enhance anti-money laundering partnership
May 30, 2019
Weighing up donor-advised funds against private foundations
May 30, 2019
CEOs’ faith in Canada falls, finds KPMG
May 30, 2019
How to become IIROC licensed
May 30, 2019
Radio show increases firm’s client appeal
May 30, 2019
Purpose acquires Toronto tech firm
May 30, 2019
Quantifying the mutual fund-versus-market mismatch
May 30, 2019
Helping business-owner clients through times of turbulence
May 30, 2019
Middle-income Canadians in financial-confidence crisis
May 30, 2019
Why a vaunted measure of stock-market valuation needs a second look
May 30, 2019
How Facebook could mark a tipping point for cryptocurrencies
May 30, 2019
The most important money lesson to teach kids may surprise you
May 29, 2019
Tech may be sexy but financial services are still sizzling
May 29, 2019
Would your clients cope financially with disability?
May 28, 2019
Five things you must have to successfully lead a team
May 28, 2019
Independent finds success by helping city’s entrepreneurs
May 28, 2019
Ex-CFO handed permanent IIROC ban
May 28, 2019
Billions flow into low-vol and “buffer” ETFs as markets swing
May 28, 2019
Striking a balance between ETFs and mutual funds
May 28, 2019
Inverse disability trend ‘incredibly surprising’
May 28, 2019
Survey finds Canadian women are financially confident, empowered
May 28, 2019
Struggles remain for patients making mental health disability claims
May 28, 2019
BC announces expanded use of biosimilars
May 28, 2019
SVP reflects on her path to success
May 28, 2019
Dealing with sexual harassment at work
May 28, 2019
Gender balance in the boardroom
May 28, 2019
KASE director on overcoming gender stereotypes
May 28, 2019
Canadian billionaires among latest to join The Giving Pledge
May 28, 2019
Macquarie economist warning about Canadian housing market
May 28, 2019
How to spy on your team
May 27, 2019
How Rathwell Financial is a family affair
May 27, 2019
'We expect no rate hike for at least 12 months'
May 27, 2019
Canadian institutions show greater alt-investment hunger
May 27, 2019
Why Chinese-stock chase could end in tears
May 27, 2019
Why the jury’s still out on ESG investment performance
May 27, 2019
When climate-change fears dampen retirement-saving motivation
May 27, 2019
Growing wealth management units isn’t enough for Canadian banks
May 27, 2019
What are institutional investors betting on for the next 12 months?
May 27, 2019
Why $150 billion market is great investment opportunity
May 27, 2019
Firm hones in on top-10 Canada status
May 27, 2019
Shedding the shackles of loss aversion
May 27, 2019
Flipping the script of mentorship
May 27, 2019
Why an advice gap may go beyond affordability issues
May 27, 2019
FP Canada Standards Council publishes annual report
May 24, 2019
Most Canadian execs expect improved economy, dealmaking
May 24, 2019
Distressed debt funds should probably be growing but they’re not
May 24, 2019
Setting advisors free? The benefits of outsourcing
May 24, 2019
Ex-advisor fined after failing to heed MFDA warning
May 24, 2019
Do these top causes of advisor stress resonate with you?
May 24, 2019
Why clients should be mindful of their RRSP leftovers
May 24, 2019
Should senior parents collect rent from children who stay home?
May 24, 2019
Seniors' delinquencies hint at financial pressures
May 23, 2019
Interest rates won’t budge next week according to economist panel
May 23, 2019
IFIC: net sales gain for ETFs while mutuals posted net redemption
May 23, 2019
Where is the AI-advisor crossover point?
May 23, 2019
Allianz makes 'landmark' investment in Wealthsimple
May 23, 2019
How to cater to the new generation of investors
May 23, 2019
Behind the narrowing gender investment gap
May 23, 2019
Putting a question mark on ESG fund performance
May 23, 2019
Horizons ETFs introduces more ways to play pot sector
May 23, 2019
Purpose Investments puts ETF twist on alternative income strategy
May 23, 2019
How to hold walking meetings
May 22, 2019
Fixed income exposure through ETFs
May 22, 2019
Giving Canadians investment exposure to China
May 22, 2019
How to help investors avoid interest-rate risk
May 22, 2019
Got FOMO? Investors urged to buy the dips
May 22, 2019
Negative-fee ETF offers gain for investors, pain for asset managers
May 22, 2019
What to consider when the tax refund arrives
May 22, 2019
Advisors' love-hate relationship with smart beta
May 22, 2019
Green bond's flexibility may hide a surprise for investors
May 22, 2019
Which Canadians are the most likely fraudsters?
May 22, 2019
Canadians may need to delay retirement as seniors care costs rise
May 22, 2019
Strategy isn't just for the C-suite
May 22, 2019
How Pillcheck pilot can help plan members
May 22, 2019
Why appraisals shouldn’t be the last word in a life-settlement decision
May 22, 2019
Complexities in designating life-insurance beneficiaries
May 22, 2019
Health insurers taking bull by the digital horns: CapGemini
May 22, 2019
Burnout or fade away?
May 21, 2019
Canadian exports to rise but economic growth lagging says OECD
May 21, 2019
Where are the most sustainable investment markets?
May 21, 2019
Your office matters
May 21, 2019
Growing practice the perfect stage for young advisor
May 21, 2019
'We want financial planning relationship experts'
May 21, 2019
IG fined for selling DSCs to elderly clients
May 21, 2019
Lowest-fee ETFs lead in race to zero
May 21, 2019
Investors still confident in mid-2019, but risk tolerance dips
May 21, 2019
Beware the lingering pain from a market plunge
May 21, 2019
ESG investing goes beyond 'feel-good filters'
May 21, 2019
Avoiding the sting of the office "queen bee"
May 21, 2019
PenderFund senior VP on why diversity is key
May 21, 2019
The role of men in gender empowerment
May 21, 2019
CII leader shares her journey
May 17, 2019
Man-and-machine approach at heart of Bristol Gate
May 17, 2019
Investment firm launches uranium ETF
May 17, 2019
IIROC publishes annual enforcement report
May 17, 2019
Nervous excitement over China’s growing index clout
May 17, 2019
Evolve announces new ETF offerings
May 17, 2019
Capital Group making mutual-fund changes
May 17, 2019
Summertime and the living is … financially challenging!
May 17, 2019
ESG investing will be industry standard within 5 years
May 16, 2019
Cost of living increased in April but core inflation was lower
May 16, 2019
What’s most important for mutual fund investors?
May 16, 2019
‘Biggest economic transformation anywhere in history’
May 16, 2019
Ex-advisor accused of borrowing $600k from client
May 16, 2019
Top-class line-up confirmed for WP summit event
May 16, 2019
IPO companies tout performance with unorthodox measures
May 16, 2019
The brass tacks of factor investing through ETFs
May 16, 2019
Fixed-income ignorance could be costing investors
May 16, 2019
Investor advisory panel releases 2018 report
May 15, 2019
Why successful people don't use to-do lists
May 15, 2019
Investors shun the uncomfortable truths of estate planning
May 15, 2019
Investors are loading up on cash amid unnerving geopolitics
May 15, 2019
Nest Wealth acquires Canadian software firm
May 15, 2019
'It’s easier to win business from mutual fund investors'
May 14, 2019
Top three things new parents should plan for
May 14, 2019
Breaking the myths around covered call options
May 14, 2019
Firm fined for leveraged investment recommendations
May 14, 2019
Are factors the X-factor behind active bonds' performance?
May 14, 2019
Canadians need to brush up on the retirement system
May 14, 2019
Why innovation remains elusive
May 14, 2019
Why agents should not see solution as a threat
May 14, 2019
Manulife expands group benefits offerings
May 14, 2019
Canadian group insurers face rising drug-price pressure
May 14, 2019
PMPRB scrutiny of high-priced drugs increasing
May 14, 2019
The inside view of iA Securities’ purchase of HollisWealth
May 14, 2019
The ETF suite with a unique tax advantage
May 14, 2019
Insolvencies are rising but the whole story is likely even worse
May 14, 2019
Most FAs lack confidence in implementing strategic beta
May 14, 2019
Jackie Porter on promoting the wealth industry to students
May 14, 2019
The power of confidence
May 14, 2019
Shelley Landry shares her path to success
May 14, 2019
Why can't we focus anymore?
May 14, 2019
Purpose fund leans towards the American dream
May 14, 2019
Blockchain investment firm agrees $1.1m settlement
May 14, 2019
Impact of student debt spreading to parents
May 14, 2019
Pressure to keep up with the Joneses rises with social media
May 14, 2019
Advisors are dropping the inter-generational ball
May 14, 2019
Email fraud cases highlight need for best practices
May 13, 2019
Is blue-chip dividend growth the strategy for 2019?
May 13, 2019
What does the future hold for Canada’s ETF market?
May 13, 2019
Firm positioned to shine either side of recession
May 13, 2019
When an IPP could be the answer for business owners
May 13, 2019
Two thirds of ETF investors expect to raise allocations this year
May 13, 2019
Smart beta suffers from crisis of intuition
May 13, 2019
Alternative offerings mark firm’s ETF debut
May 13, 2019
Small businesses welcome expansion of CRA liaison service
May 13, 2019
BMO announces two new funds, changes to mutuals line-up
May 10, 2019
Why IIROC matters to investors
May 10, 2019
Scotiabank confirms creation of global wealth management unit
May 10, 2019
IIROC, Nasdaq unveil new tech to help protect Canadian investors
May 10, 2019
'Trade war doesn't change China’s long-term growth potential'
May 10, 2019
Ex-advisor gets life ban for $1.2 million violation
May 10, 2019
Tempering expectations for target-date funds
May 10, 2019
Advisor sanctioned over margin and leveraged investing recommendations
May 10, 2019
Watch out for the financial health paradox
May 10, 2019
TD adds three to ETF line-up
May 09, 2019
How to master the art of covered call writing
May 09, 2019
Global wealth to surge 43% in the next decade
May 09, 2019
How are you feeling today? Stressed FAs are missing their goals
May 09, 2019
Stream big: should investors go with Disney or Netflix?
May 09, 2019
How can single Canadians take control of finances?
May 09, 2019
Investing in the 5G future
May 09, 2019
Delayed retirement a fleeting fantasy for young Canadian boomers
May 09, 2019
How a different disclosure method could flush out closet indexers
May 09, 2019
Momentum investors are doing it wrong, suggests research
May 08, 2019
What really lies behind a productive workplace
May 08, 2019
Sun Life launches virtual mental health examination
May 08, 2019
Hackers have stolen $40 million from major crypto exchange
May 08, 2019
Optimism in the economy continues to slide says CPA Canada
May 08, 2019
'Return to principles and give OSC more teeth'
May 08, 2019
Why boutique firm is ideal home for ambitious advisor
May 08, 2019
FP Canada: Make sure title protection is meaningful
May 08, 2019
Low-cost pressure hasn’t erased fund-fee variation
May 08, 2019
Equipping retiree clients against scam artists
May 08, 2019
The (real) starting point for strategy
May 08, 2019
Finding the right annuities to meet retirement needs
May 08, 2019
Optimism on LTCI sales persists among agents
May 08, 2019
Provincial health plans’ sustainability at risk: C.D. Howe
May 07, 2019
The IIROC rules industry players need to know about
May 07, 2019
Canada’s anti-money laundering are inadequate says CD Howe
May 07, 2019
Wealthy investors may be missing out on global opportunities
May 07, 2019
Thalia Kingsford on why wealth industry needs more women
May 07, 2019
The financial impact of gender diversity
May 07, 2019
The invisible barriers faced by female leaders
May 06, 2019
The truth about toxic workers in the workplace
May 06, 2019
Former advisors hit with fines for form violations
May 06, 2019
Canada’s fixed-income ETFs fared well in first quarter
May 06, 2019
Dealing rep falls for fraud, costs client over $170,000
May 06, 2019
Questions aplenty over non-transparent ETFs
May 06, 2019
Canadian employees suffering from retirement-readiness denial
May 06, 2019
Carbon tax is constitutional says Saskatchewan court
May 06, 2019
6 reasons HNWIs are investing in crypto assets
May 06, 2019
Investors urged to be patient over China slowdown
May 06, 2019
Leading clients toward high-value services
May 06, 2019
Women's retirement plans ending up on the back burner
May 06, 2019
Painting a picture of the ETF investor
May 06, 2019
Climate change a wild card for agriculture investments
May 03, 2019
EDC announces $50 million fund to help women entrepreneurs
May 03, 2019
Canada’s securities regulators plan to improve information, filing
May 02, 2019
New contest aims to test trading skills
May 02, 2019
Digging deeper into the lower-fee movement
May 02, 2019
Are firms falling behind on advisor engagement?
May 02, 2019
Striking a balance in retirement goals
May 02, 2019
Banks score higher with most clients, but lose points among younger ones
May 02, 2019
Ride the rally
May 02, 2019
US investors lead Canadian venture capital investment
May 02, 2019
Big 5 banks are Canada’s most valuable brands
May 02, 2019
Advisors warned about crypto assets apathy
May 02, 2019
Why it’s all about robotics not FAANG stocks
May 02, 2019
Financial advisors overcome asset drop to reach new revenue high
May 02, 2019
Bank employees react to revelations on FCAC report
May 02, 2019
MFDA sees highest number of proceedings commenced in 2018
May 02, 2019
Non-transparent ETFs appeal to active managers — but there’s a hitch
May 01, 2019
The power of doing nothing at all
May 01, 2019
Calgary FinTech hails “the future of investing” with new asset class
May 01, 2019
Here's what you need to know about financial planning
May 01, 2019
Too much flexibility?
May 01, 2019
Sudden death the catalyst for advisor platform
May 01, 2019
Nonadherence a critical risk among patients: Express Scripts Canada
May 01, 2019
New annuity products seen to address longevity risk
May 01, 2019
How non-medical information helps health firms’ risk assessments
May 01, 2019
How tax can be a rich source of value-add
May 01, 2019
Firm fined $40,000 for branch review failings
May 01, 2019
Sudden death the catalyst for advisor platform
May 01, 2019
Wealth management clients want flexibility and transparency, finds EY
May 01, 2019
How couples can maximize their OAS benefits
May 01, 2019
Why investors should pay heed to rising water risks