Site Map for September 2020

Date
Title
Sep 30, 2020
Sign up and enjoy the WP Awards 2020 today!
Sep 30, 2020
Throne Speech was 'long on ambition and short on details'
Sep 30, 2020
Why investors need to re-think their love for preferred shares
Sep 30, 2020
IFIC, IIAC weigh in on account transfer issues
Sep 30, 2020
Canada must aim beyond return to pre-pandemic path, says Deloitte
Sep 30, 2020
Flow-through mining LP launched for high-net-worth investors
Sep 30, 2020
Why Russell Investments strategists favour Canadian equities now
Sep 30, 2020
Canadian wealth managers raise their game on digitalization
Sep 30, 2020
Moving past the stigma around mental health
Sep 30, 2020
U.S. insurers reduce COVID-19 death exposure estimates
Sep 29, 2020
Alternatives in fixed income investing
Sep 29, 2020
Sullivan appeased after Richardson GMP transaction is revised
Sep 29, 2020
Is entrepreneurship dead in the advisory business?
Sep 29, 2020
Corporate bond downgrades fall short of forecasts
Sep 29, 2020
Is there no explanation for 'exorbitantly priced' tech stocks?
Sep 29, 2020
Equity ETF liquidity has withstood crisis well: IIAC
Sep 29, 2020
Feds promise free automatic tax-filing system
Sep 29, 2020
Millennials, Gen Z more concerned about their finances
Sep 29, 2020
Here's what's keeping investors awake at night and it's not COVID
Sep 29, 2020
TD launches its first sustainability bond for ESG objectives
Sep 28, 2020
Richardson GMP CEO admits anxiety at potential 'value destruction'
Sep 28, 2020
Why investor humility has been lost since March
Sep 28, 2020
Helping clients do good as they do well
Sep 28, 2020
Pandemic has hit Canada's REIT space hard, says RBC
Sep 28, 2020
NEO Exchange welcomes Evolve gold miners ETF
Sep 28, 2020
CI proposes fee changes for ETFs
Sep 28, 2020
One data breach may be all it takes to lose a client forever
Sep 28, 2020
Report: Women, diversity are key to rebuilding Canada's economy
Sep 28, 2020
Snowbirds score win vs. Ontario in out-of-country coverage fight
Sep 25, 2020
Investors must pay back Madoff profits, court rules
Sep 25, 2020
'We don't predict the market, we predict businesses'
Sep 25, 2020
Just days away … don't miss the new virtual WP Awards
Sep 25, 2020
What do the wealthy worry about?
Sep 25, 2020
Ottawa garners applause, scorn for plans signalled in Throne Speech
Sep 25, 2020
Canadian households prospering amid pandemic, suggests study
Sep 25, 2020
Mackenzie broadening Canadian investors' choices with new ETFs
Sep 25, 2020
OBSI names first-ever consumer interest director
Sep 25, 2020
Would you spot these signs of identity theft?
Sep 25, 2020
CMHC: Housing's worst case scenario is unlikely but prices will fall
Sep 25, 2020
Introducing the virtual WP Awards
Sep 25, 2020
Meet your virtual host for the 2020 WP Awards
Sep 25, 2020
BMO Insurance debuts new whole life plan option
Sep 24, 2020
Nova Scotia investment advisor not to blame for losses, says lawyer
Sep 24, 2020
Advisory teams leave Richardson GMP for competitors
Sep 24, 2020
Rise of alternative assets part of 'another revolution'
Sep 24, 2020
Breaking down the real estate space
Sep 24, 2020
Addressing financial blind spots during times of turbulence
Sep 24, 2020
AGF reaffirms commitment to alternatives space
Sep 24, 2020
Global poll reveals morals trump money for majority of investors
Sep 24, 2020
RBC extends target-maturity bond ETF lineup
Sep 24, 2020
Fiera Capital names new president for Public Markets division
Sep 24, 2020
Moody's has made a gloomy prediction for Canadian home prices
Sep 24, 2020
Report: Finance sector underestimates the cost of climate change
Sep 23, 2020
CRA alleges Maple Leafs stars took part in ‘sham’ to avoid taxes
Sep 23, 2020
What challenges must young advisors overcome?
Sep 23, 2020
Wealthsimple Crypto launches after 130,000 signed up to waitlist
Sep 23, 2020
Alternative ETFs have changed the game
Sep 23, 2020
ETF sales stumble in August as mutual fund inflows dip
Sep 23, 2020
Desjardins rolls out 16 mutual funds on TSX-NAVex
Sep 23, 2020
Raymond James welcomes new CEO of Canadian Trust operations
Sep 23, 2020
Wage subsidy is "good value" but business fears L-shaped recovery
Sep 23, 2020
Could asset managers do more to serve the needs of FAs?
Sep 23, 2020
How annuities are becoming more advisor-friendly
Sep 23, 2020
Taking a more mindful approach to health benefits
Sep 22, 2020
Canada at ‘crossroads’ as COVID-19 cases accelerate nationally
Sep 22, 2020
Why investments must be on right side of the digital divide
Sep 22, 2020
Seniors routinely at risk from 'high fees, sub-optimal advice'
Sep 22, 2020
Beware of 'fly-by-night operators' in private-lending space
Sep 22, 2020
ETF investors more independent than peers in mutual funds, finds IFIC
Sep 22, 2020
IIROC declares success in year one of strategic plan
Sep 22, 2020
Canadians prize financial advice even more amid pandemic, says poll
Sep 22, 2020
Multiple tailwinds blowing in SPACs' favour
Sep 22, 2020
AGF, Wavefront seize Asian wealth management opportunity with JV
Sep 22, 2020
Canadians gain financially but are more stressed about money
Sep 21, 2020
Why valuation correction was inevitable
Sep 21, 2020
'CSE progress not possible without chairman's leadership'
Sep 21, 2020
What should replace the 60/40 split?
Sep 21, 2020
Prevention key to avoid redemption problems, CSA tells fund managers
Sep 21, 2020
What do BoC, Fed directions mean for debt markets?
Sep 21, 2020
Canada must work to bridge two debt gaps, says former BoC governor
Sep 21, 2020
Knowledge First Financial welcomes new president and CEO
Sep 21, 2020
World's biggest banks are aiding criminals claims report
Sep 21, 2020
Making products harder to choose could lead to happier investors
Sep 21, 2020
Should insurers exercise caution on underwriting amid COVID-19?
Sep 18, 2020
Firm fined $130,000 for compliance failures
Sep 18, 2020
Drive client growth with reliable data management
Sep 18, 2020
Why elite advisors know true value of client feedback
Sep 18, 2020
Three firms join forces for private markets partnership
Sep 18, 2020
'My contribution has been different than most'
Sep 18, 2020
Stock-market sputter may be a harbinger of growing volatility
Sep 18, 2020
CSA shutting the door on trailing commissions for OEO dealers
Sep 18, 2020
Millennials display most home-buying optimism amid COVID-19
Sep 18, 2020
TD enhances sustainable fund suite
Sep 18, 2020
Competitive taxation tops small businesses' Throne Speech wishes
Sep 18, 2020
How much would a guaranteed annual income cost taxpayers?
Sep 18, 2020
Manulife announces pandemic travel insurance plan
Sep 17, 2020
RGMP acquisition fight continues with response to ‘misguided’ dissident
Sep 17, 2020
Why pressure from institutions will force open economy
Sep 17, 2020
To understand alts today, learn their history
Sep 17, 2020
Firm seals deal for US$4.5 billion wealth firm
Sep 17, 2020
Entrepreneurial confidence could be key to Canada's economic comeback
Sep 17, 2020
End of COVID-19 lifelines could drive more consumer debt
Sep 17, 2020
Vanguard launches one-ticket retirement income ETF
Sep 17, 2020
Private asset management firm debuts real estate fund
Sep 17, 2020
Report: Fintech sector continues to thrive but faces challenges
Sep 17, 2020
Family offices and other wealth managers face multiple threats
Sep 16, 2020
How advisors can benefit from new estate settlement app
Sep 16, 2020
Guardian Capital joins forces with retirement finance guru
Sep 16, 2020
The best thinking in alts, acquired and deployed
Sep 16, 2020
OSFI seeks comments on financial sector tech risks
Sep 16, 2020
Capital Group launches income product for investors nearing retirement
Sep 16, 2020
FP Canada chief to retire next June
Sep 16, 2020
Why juvenile life insurance isn't just kids' stuff
Sep 16, 2020
Fraser Institute: Size of Canadian state is harming the economy
Sep 16, 2020
Is Bitcoin set to become the 'new gold' for risk-averse investors?
Sep 16, 2020
Life and health insurers paid $103 billion in benefits last year
Sep 15, 2020
Investors launch lawsuit against advisor, National Bank
Sep 15, 2020
Why have equity markets got "weird"?
Sep 15, 2020
Fed has done 'spectacularly job' at saving economy
Sep 15, 2020
Mandeville enhances advisor practices with U.S. subsidiary
Sep 15, 2020
Europe looks to become a better SPAC destination
Sep 15, 2020
Evolve launches ETF focused on future industry leaders
Sep 15, 2020
BMO rolls out responsible-investing portfolios
Sep 15, 2020
Why older investors might take more financial risks
Sep 15, 2020
Canada's housing market surge continues as affordability improves
Sep 15, 2020
Wealth on the move as HNWIs seek alternative locations
Sep 14, 2020
IGM chief executive Jeff Carney steps down for health reasons
Sep 14, 2020
'Deal gets us to the start line of a huge opportunity'
Sep 14, 2020
Think good tech stocks are only U.S. based? Think again
Sep 14, 2020
Accelerating returns through arbitrage strategies
Sep 14, 2020
Advisor fined, suspended for mismanaging late mother's accounts
Sep 14, 2020
The tax implications of having workers in another province
Sep 14, 2020
IFIC welcomes four new directors
Sep 14, 2020
Investors shun risk to increase EM holdings
Sep 14, 2020
Canadians want to reform capitalism, wealth inequality
Sep 14, 2020
Study examines factors associated with COVID-19 mortality
Sep 11, 2020
Why 'resilient' asset class is the ideal diversifier
Sep 11, 2020
Investor app CEO braves the Dragons' Den
Sep 11, 2020
Are alts really as new as we think?
Sep 11, 2020
Hedge funds emerging stronger from COVID-19 pandemic
Sep 11, 2020
FAIR Canada weighs in on Ontario taskforce consultation
Sep 11, 2020
Accelerate introduces alternative model portfolio
Sep 11, 2020
HomeEquity bank unveils short-term reverse mortgage product
Sep 11, 2020
Canadians are deferring more than $1 billion in mortgage payments
Sep 11, 2020
Report: Canada still lags US for economic freedom
Sep 11, 2020
COVID-19 continues to weigh on Canadians' mental health
Sep 10, 2020
FSRA slaps Fortress with $250,000 in administrative penalties
Sep 10, 2020
Ex-TD branch manager banned for life
Sep 10, 2020
Investors were 'lulled to sleep for 10 years', says CEO
Sep 10, 2020
Low yields are 'new paradigm' for long-term investors
Sep 10, 2020
What WP award has meant for one portfolio manager
Sep 10, 2020
How COVID-19 has compounded cyber risks for institutions
Sep 10, 2020
How holistic advice softens COVID-19's mental-health impact
Sep 10, 2020
RBC iShares puts an ESG twist on asset allocation
Sep 10, 2020
NCM dips a toe into Canada's ETF waters
Sep 10, 2020
CPPIB revamps exec bench with new CIO role
Sep 10, 2020
Market strategists split on sell-off or rally through to year-end
Sep 10, 2020
How much do Canadian portfolio managers make?
Sep 09, 2020
Vote against transaction would put future at risk, warns GMP
Sep 09, 2020
Bank of Canada reveals interest rate decision
Sep 09, 2020
Intrepid duo ride COVID storm with focus on tangible assets
Sep 09, 2020
Bond market: four themes for the next five years
Sep 09, 2020
Why financial strain in a relationship is a shared failure
Sep 09, 2020
Most Canadian investors say 'no' to SRO merger
Sep 09, 2020
Billions pour into semitransparent ETFs
Sep 09, 2020
Why active fund managers can miss red flags for fraud
Sep 09, 2020
Study: Asset managers’ websites need to be more ‘Harry Potter’
Sep 09, 2020
Canadian VC has suffered significant drops in 2020
Sep 09, 2020
Answering the call for customers amid COVID-19
Sep 09, 2020
Ontario-based company unveils new option for COVID-19 detection
Sep 08, 2020
Top tech investor paralyzed in tragic accident
Sep 08, 2020
How love and money can be a bridge to the next generation
Sep 08, 2020
Why Tesla has quickly become the canary in the coalmine
Sep 08, 2020
OSC IAP tempers support for Ontario task force proposals
Sep 08, 2020
Has value investing gone the way of the dodo?
Sep 08, 2020
Fed policy shift prompts speculation on me-too move from BoC
Sep 08, 2020
PEAK Financial Group reaches new AUM record
Sep 08, 2020
Personal finances are getting worse say Canadian households
Sep 08, 2020
Report: Canadian jobs market set for improvement as 2020 ends
Sep 08, 2020
How can life insurers break through demand barriers?
Sep 04, 2020
Why Ontario capital markets taskforce missed 'key opportunity'
Sep 04, 2020
Does the U.S. election actually influence the markets?
Sep 04, 2020
Advocis puts specialized planning expertise within members' reach
Sep 04, 2020
FP Canada, IQPF update unified definitions and standards
Sep 04, 2020
Desjardins tunes up mutual-fund shelf
Sep 04, 2020
Franklin Templeton announces new appointments
Sep 04, 2020
Interest rates to remain low for several years say Canadian experts
Sep 04, 2020
Will fall mean a rise for Canada's struggling small businesses?
Sep 03, 2020
Don't expect price-gouging for COVID-19 vaccine, says expert
Sep 03, 2020
How advisor-client portal taps into Amazon innovation
Sep 03, 2020
Advisor unveils new tech solution directory
Sep 03, 2020
You need a social media presence, and it's not that hard to establish
Sep 03, 2020
Helping Canada's seniors identify con artists
Sep 03, 2020
TD extends behavioural-finance partnership with U of T
Sep 03, 2020
ETF industry surges to $30-billion inflow record in August
Sep 03, 2020
Canada Life unveils self-directed RESP benefit
Sep 03, 2020
Another company joins the fight to modernize private markets
Sep 03, 2020
Climate change outranks economic concerns for Canadians
Sep 03, 2020
To educate and serve
Sep 03, 2020
Rising Stars 2020
Sep 03, 2020
The value of the holistic approach
Sep 03, 2020
Master of adaptation
Sep 02, 2020
Wells Fargo sues advisors who jumped to RBC
Sep 02, 2020
Save the date and join us: the WP awards has gone virtual!
Sep 02, 2020
What are the next steps to the federal government's aid plans?
Sep 02, 2020
Investment in technology fuels Harbourfront recruitment drive
Sep 02, 2020
VC investment in fintech stays strong as M&A takes a breather
Sep 02, 2020
FP Canada announces updates to disciplinary rules
Sep 02, 2020
Report: Canadian tax burden outweighs spending on essentials
Sep 02, 2020
Why wealthy economies must help poorer nations with COVID battle
Sep 01, 2020
Taking life insurance sales beyond kitchen-table conversations
Sep 01, 2020
How Canada's genetic non-discrimination ripples out to life insurers
Sep 01, 2020
Why new AR-CRM category is a 'win-win' for advisors and clients
Sep 01, 2020
How technology can help advisors justify their fee
Sep 01, 2020
What The Murdock Mysteries teaches us about HNW networking
Sep 01, 2020
Survey confirms rising trend in financial advisors' social-media usage
Sep 01, 2020
OSFI to stop special treatment for non-performing loans
Sep 01, 2020
Canadian CEOs more bullish on growth than global peers
Sep 01, 2020
OBSI oversight leaves much to be desired, says investor advocate
Sep 01, 2020
AGF updates sustainable-investing strategy
Sep 01, 2020
Digital skills, personal values among keys to advisor success
Sep 01, 2020
Most Canadians plan to cut back on non-essential spending