Site Map for April 2021

Date
Title
Apr 30, 2021
‘I’m paid to see danger everywhere’
Apr 30, 2021
Are MER comparisons meaningless?
Apr 30, 2021
How do you plan to lead your team out of the pandemic?
Apr 30, 2021
Dissecting COVID-19’s global impact on high-net-worth clients
Apr 30, 2021
Securities regulators moving forward on benchmarks
Apr 30, 2021
Investors and advisors disagree on bitcoin and psychedelics
Apr 30, 2021
2020 was OBSI's busiest year since the global financial crisis
Apr 30, 2021
Two promising consumer segments for inventive life and health insurers
Apr 30, 2021
More Canadian pension plans are managing assets for third parties
Apr 30, 2021
Canadians have improved their credit scores in the past year
Apr 29, 2021
NFL tight end to convert entire salary to bitcoin
Apr 29, 2021
Are thematic ETFs here for the long haul?
Apr 29, 2021
Time to switch to younger, high-potential companies?
Apr 29, 2021
How has the budget impacted Canadians’ retirement plans?
Apr 29, 2021
Are investors putting too much stock in pent-up demand?
Apr 29, 2021
Has dry powder created a minefield in private debt?
Apr 29, 2021
Sprott makes a grab for uranium market
Apr 29, 2021
Outlook is improving so why are investors still hoarding cash?
Apr 29, 2021
FP Canada releases assumption guidelines for financial planners
Apr 28, 2021
Giving retirees a smoother return path in uncertain times
Apr 28, 2021
An income solution: how to unlock liquidity for clients
Apr 28, 2021
'From an innovation perspective, they're as good as any big company'
Apr 28, 2021
Clouds in the near term for emerging markets, say economists
Apr 28, 2021
Advisors want dealers with a digital edge
Apr 28, 2021
Purpose ETF seeks out winners in climate-change fight
Apr 28, 2021
What Canadians like and don’t like about the budget
Apr 28, 2021
Canadian angel network opens the door for more investors
Apr 28, 2021
The multi-family office: Structure to support success
Apr 27, 2021
COVID-19 isolation raises risks for vulnerable investors, says MFDA
Apr 27, 2021
iA Clarington announces new CEO
Apr 27, 2021
Advisors urged not to chase returns as economies reopen
Apr 27, 2021
Why supply chain disruption means inflation is 'here to stay'
Apr 27, 2021
Will a sprinkling of SPACs provide portfolio diversification?
Apr 27, 2021
Has investment-grade caught up with high-yield risk?
Apr 27, 2021
CI GAM claims world first with Ether mutual fund
Apr 27, 2021
Salesforce-backed Tier1 snaps up Satuit
Apr 27, 2021
RF Capital announces new board nominees
Apr 27, 2021
Achegos meltdown means unforeseen $861 million cost for UBS
Apr 27, 2021
Global asset manager’s rebrand unleashes social media ridicule
Apr 26, 2021
'It's imperative advisors adapt their typical 60-40 portfolio'
Apr 26, 2021
Have markets overreacted to interest-rate fears?
Apr 26, 2021
The new go-public vehicle that goes where SPACs don't tread
Apr 26, 2021
3iQ launches Ether ETF
Apr 26, 2021
Canadians’ online giving soared amid pandemic
Apr 26, 2021
What does value mean for wealth clients?
Apr 26, 2021
How middle market research is fund’s secret sauce ahead of reopening
Apr 26, 2021
Canadians want to be homeowners but not if they have to cut saving
Apr 26, 2021
North Americans uncertain how climate change impacts portfolios
Apr 23, 2021
Who is the most successful celebrity investor?
Apr 23, 2021
How to guard against asset bubbles
Apr 23, 2021
HSBC subsidiary to pay over $1 million for treating investors unfairly
Apr 23, 2021
Epilogue launches social media will service
Apr 23, 2021
Horizons ETFs adds new series for absolute-return bond fund
Apr 23, 2021
Ninepoint Partners announces fund changes
Apr 23, 2021
CI GAM and Empire Life unveil new seg-fund suite
Apr 23, 2021
Commercial real estate investment remains split, report shows
Apr 23, 2021
Canadians’ finances would get sick during a major health event
Apr 23, 2021
Improving your 'Agility' with Croesus
Apr 22, 2021
WP Advisor Connect: The Future of ETFs
Apr 22, 2021
WPTV Exclusive: Suburban real estate opportunities
Apr 22, 2021
Loonie rises after Bank of Canada takes action
Apr 22, 2021
Hedge fund closes after losing $4 billion in pandemic
Apr 22, 2021
Investors told to brace for bond tantrums and higher inflation
Apr 22, 2021
Helping advisors make the leap into responsible investing
Apr 22, 2021
One quarter of DIY investors have advisors, finds OSC
Apr 22, 2021
Most Canadian asset managers still lacking in impact investment
Apr 22, 2021
Mutual fund investors' bond appetite dried up in March
Apr 22, 2021
Natixis: It’s not always clear what clients want from ESG investing
Apr 22, 2021
Canadian financial services must rise to digital challenges
Apr 21, 2021
WPTV Exclusive: Innovation Special Part 1
Apr 21, 2021
Helping clients get vaccinated is an 'indescribable feeling'
Apr 21, 2021
Engaging with HNW individuals remotely
Apr 21, 2021
A strong alternative to the traditional 60/40 portfolio
Apr 21, 2021
'It's an emotional roller coaster out there for clients'
Apr 21, 2021
Federal budget fails to inspire investor confidence, says IIAC
Apr 21, 2021
Who won in the race for the first Ether ETF?
Apr 21, 2021
Canadian investors are taking sustainability more seriously
Apr 21, 2021
Rates set to hold but economists warn of real estate bubble
Apr 21, 2021
Integrate ESG or lose customers, fund managers warned
Apr 20, 2021
How ESG tailwinds and investor awareness have changed the landscape
Apr 20, 2021
Could this one idea transform your business?
Apr 20, 2021
Refinitiv study finds need for readily available data
Apr 20, 2021
Budding alternative managers face growth challenges, says AIMA
Apr 20, 2021
CRA issues warning for late tax filers
Apr 20, 2021
Richardson Wealth welcomes vice chair
Apr 20, 2021
3iQ launches bitcoin ETF
Apr 20, 2021
First-ever computer-based CFA Level I exams declared a success
Apr 20, 2021
How 'Agility' allows Croesus to give clients a clearer picture
Apr 20, 2021
Why men still dominate wealthy households’ financial decisions
Apr 20, 2021
Qtrade puts ‘confidence’ at the heart of new rebrand
Apr 19, 2021
New entry named top bank in Canada
Apr 19, 2021
What’s next for the ETF industry?
Apr 19, 2021
The three laws that are dictating investment opportunities
Apr 19, 2021
Time to bust a widely held responsible-investing myth
Apr 19, 2021
Firms going head to head in race for first Ether ETF
Apr 19, 2021
Is the sun finally rising for active equity funds?
Apr 19, 2021
Manulife Investment Management bolsters high-net-worth focus
Apr 16, 2021
Purpose gets green light for world’s first Ether ETF
Apr 16, 2021
Former Vanguard Canada CEO pops cork on new venture
Apr 16, 2021
A new investment phenomenon? NFTs explained
Apr 16, 2021
Why taxpayers should fortify their online defence this season
Apr 16, 2021
Conquest Planning inks key partnerships
Apr 16, 2021
Picton Mahoney looks to help build client portfolios’ resilience
Apr 16, 2021
Saskatchewan Blue Cross unlocks virtual care option for employers
Apr 16, 2021
North America and Asia lead growth in very high-net-worth people
Apr 16, 2021
Canada’s Black women entrepreneurs face financing barriers
Apr 16, 2021
The Smith Column - Uneasy lies the head that wears the techno-crown
Apr 15, 2021
RF Capital's second deal rejection 'a missed opportunity'
Apr 15, 2021
There's an art and a science to this business, says advisor
Apr 15, 2021
Taking true wealth advice to the masses
Apr 15, 2021
Small business owners' top ask for federal budget: 'no new costs'
Apr 15, 2021
Why COVID-19 hasn’t been the great equalizer
Apr 15, 2021
TD unveils low-cost healthcare ETF
Apr 15, 2021
Bearish on Bitcoin? Canada launches world-first ETF for that
Apr 15, 2021
Most Canadians think they are underclaiming tax deductions
Apr 14, 2021
How client-focused reforms aim to improve quality of advice
Apr 14, 2021
Why investors must remain wary over infrastructure spending
Apr 14, 2021
Planting seeds of sustainability in retail portfolios
Apr 14, 2021
New Horizons ETF targets tech-driving themes
Apr 14, 2021
IG introduces new iProfile private investment mandate
Apr 14, 2021
Leading wine investment company uncorks in Canada
Apr 14, 2021
Evolve unveils carbon neutral alternative to investing in major indices
Apr 14, 2021
From Loblaws to luxury retail: W. Galen Weston dies aged 80
Apr 14, 2021
Canadians admit pandemic financial mistakes
Apr 13, 2021
WPTV Exclusive with Ara Compliance
Apr 13, 2021
How Schwab accidentally put $1.2 million in woman’s account
Apr 13, 2021
Mackenzie welcomes veteran to lead new ESG boutique
Apr 13, 2021
Q Wealth unveils Sara Hilliard as new COO
Apr 13, 2021
An insurance strategy that can maximize a client’s estate
Apr 13, 2021
Is market underestimating the improvement in macro economy?
Apr 13, 2021
Almost half of Canadian investors shelved their goals amid COVID-19
Apr 13, 2021
Don’t fall for MMT’s temptations, policymakers urged
Apr 13, 2021
CCPA urges CERB tax amnesty for lowest-income recipients
Apr 13, 2021
Time for OSC leadership on senior protection, says advocate
Apr 13, 2021
CI names new CFO
Apr 13, 2021
Fund managers are loading up on cash but are stocks in a bubble?
Apr 13, 2021
Angel investors syndicate launches first Canada Zone hub
Apr 12, 2021
IIAC unveils new president and CEO
Apr 12, 2021
We never feel pressured to own a particular name, says ARK COO
Apr 12, 2021
How to pick the winners and losers in EV race?
Apr 12, 2021
Helping Canadians deal with pandemic-driven financial stress
Apr 12, 2021
More than half of Canadians want to buy while the housing market's hot
Apr 12, 2021
Is the bond bull market approaching its inevitable end?
Apr 12, 2021
Are institutional investors too big for ESG?
Apr 12, 2021
Finding cash flexibility in an uncertain economy
Apr 12, 2021
RBC: 1 in 3 young Canadians have given up on homeownership
Apr 12, 2021
Net zero targets may look good on paper but many firms will miss
Apr 09, 2021
'Clients care about how much we care'
Apr 09, 2021
Helping clients be 'ReadyWhen' a loved one passes
Apr 09, 2021
More than half of Canadians just $200 away from financial insolvency
Apr 09, 2021
Why taxing principal residences won't help Canada
Apr 09, 2021
IIROC moves forward with early resolution offers
Apr 09, 2021
Digital wealth platform Agora comes to Quebec
Apr 09, 2021
Canada Life unveils flexible term insurance product
Apr 09, 2021
OSFI weighs tighter regulation amid housing bubble concerns
Apr 09, 2021
Burnout risk for wealth professionals is at a new peak
Apr 08, 2021
Family Office: 3 Big Questions
Apr 08, 2021
The untold story: China's shift to high quality
Apr 08, 2021
Is it finally time to look at longer duration bonds?
Apr 08, 2021
Canada can start afresh from CMAIO pause, says IIAC CEO
Apr 08, 2021
Former advisor banned forever from IIROC and MFDA
Apr 08, 2021
Time to axe the principal residence exemption?
Apr 08, 2021
Purpose Advisor Solutions adds group plans to platform
Apr 08, 2021
Canadians are split on whether they want home prices to rise
Apr 08, 2021
Is your digital shift putting clients at risk?
Apr 07, 2021
Investors told to 'buckle up and get ready for the ride'
Apr 07, 2021
Why is estate planning so important?
Apr 07, 2021
Canadian ETFs end Q1 with $13-billion haul
Apr 07, 2021
Do passive ESG funds fall short on their promise?
Apr 07, 2021
IIROC unveils technology risk guide
Apr 07, 2021
CI throws support behind new real asset-focused firm
Apr 07, 2021
Stone Asset Management expands presence on NEO Exchange
Apr 07, 2021
Health is rising like environment as a key CRE investment factor
Apr 07, 2021
Advisors vital for rising interest in ESG, especially among women
Apr 06, 2021
Toronto advisor joins Raymond James from rival independent
Apr 06, 2021
How COVID-19 'shook up' wealth management
Apr 06, 2021
Why growth versus value dynamic is not as simple as it sounds
Apr 06, 2021
Outer space isn’t big enough for out-of-this-world ETFs
Apr 06, 2021
CI Global Asset Management unveils bitcoin mutual fund
Apr 06, 2021
Are value indexes waking up from their 15-year slumber?
Apr 06, 2021
3iQ bares plans for bitcoin ETF
Apr 06, 2021
Housing investors may boost ROI with these simple measures
Apr 06, 2021
Why Canada's tech potential has tempted an ex-pat VC to return
Apr 05, 2021
CI to acquire remaining stake in alternative investment firm
Apr 05, 2021
Why private-market investments are well suited for ESG impact
Apr 05, 2021
Time to shelve the ‘buy low, sell high’ mantra?
Apr 05, 2021
CMAIO presses pause on work toward a national securities regulator
Apr 05, 2021
Harvest launches space index ETF
Apr 05, 2021
A bunch of billionaires increased their wealth by 500% in a year
Apr 05, 2021
KPMG: Canadians back stimulus but it must boost the economy
Apr 01, 2021
Finalists for the 2021 WP Awards revealed
Apr 01, 2021
How Q Wealth changes the game for advisor-client engagement
Apr 01, 2021
SRO consolidation is 'inevitable', say industry groups
Apr 01, 2021
Global fintech leadership on the horizon for Canada
Apr 01, 2021
Desjardins updates its mutual-fund shelf
Apr 01, 2021
Dynamic Funds differentiates further with new active ETFs
Apr 01, 2021
CIBC taps Morningstar for new index ETFs
Apr 01, 2021
Canada's DB pension plans continue to improve in 2021
Apr 01, 2021
Scotia: Canadians are no fools when it comes to spending choices