Site Map for May 2021

Date
Title
May 31, 2021
How Croesus makes sure its tech is optimized for advisors
May 31, 2021
Understanding the realities of a portfolio manager's job
May 31, 2021
Prospect of transitory inflation increases lure of gold, says expert
May 31, 2021
10 Canadian stocks to own for long-term returns
May 31, 2021
Supporting the future of independent advisors
May 31, 2021
Why Canadians shouldn’t turn down investing’s only free lunch
May 31, 2021
PE firms help buyout targets by unlocking the global market
May 31, 2021
SEI Canada making changes to fund lineup
May 31, 2021
Morguard: Canadian CRE investors remain cautious but active
May 31, 2021
Crypto awareness is high, but consumers aren’t sure about usage
May 28, 2021
Quebec investors warned against RBC copycat fraud
May 28, 2021
IIROC announces priorities for 2022
May 28, 2021
Just days to go … join us for the seventh annual WP Awards extravaganza
May 28, 2021
$13,000 up for grabs in ETF trading contest
May 28, 2021
Gary Mayzes joins leadership ranks at Wellington-Altus
May 28, 2021
Foundation Wealth welcomes new Oakville team
May 28, 2021
Invesco unveils two tech-themed ETFs
May 28, 2021
Mutual insurer Beneva boosts underwriting capabilities with Sapiens
May 28, 2021
Clients left disappointed as DIY platforms struggle with high demand
May 28, 2021
Equifax: Data suggests Canadians’ financial recovery is uneven
May 27, 2021
Why part-time compliance officers are a ‘terrible solution’
May 27, 2021
Content marketing tips to enhance your advisor brand
May 27, 2021
Why investors must take a fresh look at their REITs allocation
May 27, 2021
The joy of investing in U.S. mid-cap stocks
May 27, 2021
Has the clean energy theme got too crowded?
May 27, 2021
Does investment professionals’ higher productivity mask burnout risk?
May 27, 2021
Why made-in-China green bonds may disappoint
May 27, 2021
AGF announces “strategic pivot” to diversify alternatives business
May 27, 2021
As federal support winds down, what next for Canadian workers?
May 26, 2021
Investors warned against overreaching for yield
May 26, 2021
Top five U.S. ETFs by five-year returns
May 26, 2021
'What sets us apart is how we deal with crises'
May 26, 2021
A new era for Canada’s financial planning profession
May 26, 2021
Global crypto hedge fund assets nearly doubled in 2020, says AIMA
May 26, 2021
What’s been behind emerging-market bonds’ Covid-19 immunity?
May 26, 2021
OSC takes first shot at errant crypto trading firms
May 26, 2021
Global manager on managing uncertainty vs. risk during pandemic
May 26, 2021
Luxury tycoon tops rich list as wealth jumps $110bn in a year
May 26, 2021
Private equity firms prioritize driving value in considering ESG
May 25, 2021
The four pillars of emotional intelligence
May 25, 2021
WPTV Exclusive: Innovation Special Part 3
May 25, 2021
Why ‘steepener’ play is wise approach for fixed-income investors
May 25, 2021
Why advisors must move fast in these exponential times
May 25, 2021
COVID-19 stress has hit female advisors worse, suggests study
May 25, 2021
How did advisors change their social media game in 2020?
May 25, 2021
April sees boom in bond fund sales
May 25, 2021
Charting China’s growing ESG ambitions
May 25, 2021
After Musk’s environmental doubts comes ‘green’ Bitcoin
May 25, 2021
TD Wealth: The two biggest threats to estate planning in 2021
May 25, 2021
Why mortgages have a place in every investment portfolio in the post-COVID 19 era
May 24, 2021
What to expect at the 2021 WP Awards virtual event
May 21, 2021
Narrow your appeal and choose the clients you want to serve
May 21, 2021
Top 10 sustainable equity mutual funds and ETFs in Canada
May 21, 2021
Wealthsimple opens a new door for halal investors in Canada
May 21, 2021
Considering populism's impact in the EM bond space
May 21, 2021
OEO firms accused of selling shelf space to fund providers
May 21, 2021
Mackenzie pulling the plug on corporate-class funds
May 21, 2021
OSFI just made getting a mortgage tougher from next month
May 21, 2021
Canada’s Tax Freedom Day is getting later as burden rises
May 21, 2021
Finaeo unveils first-of-its-kind integration with Empire Life
May 20, 2021
Bitcoin is ‘more volatile than volatility itself’
May 20, 2021
A fast-growing practice that offers a ‘different level of service’
May 20, 2021
Connect and celebrate with the industry's finest at the 2021 WP Awards!
May 20, 2021
Nearly nine tenths of advisors have no formal succession plan
May 20, 2021
Addenda Capital unveils funds for climate transition
May 20, 2021
Capital Group announces changes to funds
May 20, 2021
Slowdown in house prices? Tell that to owners in Halifax
May 20, 2021
Hybrid working models are in demand but employees are anxious
May 19, 2021
3 million Canadians plan to stop working with an advisor in 2021
May 19, 2021
Ex-advisor's KYC failings cost retired widow $116,000
May 19, 2021
Why industry has to convert ‘anxious traditionalist’ advisors
May 19, 2021
10 ways to optimise video calls with clients
May 19, 2021
Tearing down the silos in real asset investment management
May 19, 2021
How Canadians with U.S. assets can curb their tax exposure upon death
May 19, 2021
Time to revisit Canada’s tax gap?
May 19, 2021
Fidelity debuts climate leadership funds
May 19, 2021
Should IEA report be a call-to-action for fossil fuel financers?
May 19, 2021
Investing in recreational homes for less than $500K is still possible
May 18, 2021
5-Star Advisory Teams: The McClelland Financial Group
May 18, 2021
Raymond James welcomes real estate investment banking head
May 18, 2021
Why long-term gains outweigh short-term benefits of YouTube
May 18, 2021
How advisors can help divorce proceedings start on the right foot
May 18, 2021
'It's important to have a strategy and stick to it'
May 18, 2021
Are registered plans and pensions no longer enough for retirement?
May 18, 2021
Why risk tolerance, not just risk capacity, should drive advice
May 18, 2021
Don’t fall for fake Fidelity Investments scam, warns CSA
May 18, 2021
Large-cap U.S. stocks loved by ETFs have lagged the market, study says
May 18, 2021
Mogo to snap up Canadian broker-dealer
May 18, 2021
Canadians have accelerated their foreign securities holdings
May 18, 2021
Former employee at the Queen’s bank jailed in $4 million fraud
May 17, 2021
Risky recommendations led to $116k in losses for senior client
May 17, 2021
Why pot investments remain a strong long-term thesis
May 17, 2021
'Being an independent business owner has allowed me to think bigger'
May 17, 2021
Aiming for leadership in Canada's multi-family office space
May 17, 2021
Despite April rebound, emerging market stocks lagged
May 17, 2021
ESG strategies' alpha hasn't come from ESG, says Scientific Beta
May 17, 2021
ETF series options launched for three Ninepoint funds
May 17, 2021
Canadian workers are paying a ‘COVID tax’ by being at home
May 17, 2021
Provinces likely to face tough challenges as spending soars
May 14, 2021
Protect clients’ portfolios with CSV lines of credit
May 14, 2021
Top 10 best ESG scoring ETFs in the U.S.
May 14, 2021
Can the advice industry have a future without DSCs?
May 14, 2021
Canadians are working towards better financial habits
May 14, 2021
Are convertible-debt funds a worthy portfolio addition?
May 14, 2021
Broadridge announces partnership with Aviso Wealth
May 14, 2021
FSRA issues update on unsuitable agent reports
May 14, 2021
Saving for a home means ownership may be a distant dream
May 14, 2021
What does the near-future look like for asset management?
May 14, 2021
Hot List 2021
May 13, 2021
Ex-advisor banned for life and fined $50,000
May 13, 2021
Understanding the risks
May 13, 2021
The art of listening
May 13, 2021
From accountant to advisor
May 13, 2021
Why rotation can mean opportunities for the discerning advisor
May 13, 2021
A neglected corner of the reopening trade
May 13, 2021
Creating portfolio agility through convertible securities
May 13, 2021
FSRA making progress on title protection
May 13, 2021
Consumer insolvencies trending toward pre-pandemic levels: CAIRP
May 13, 2021
Wealthsimple and Mackenzie team up for Sharia-compliant ETF
May 13, 2021
Bitcoin drops $300bn as Musk announces Tesla U-turn
May 13, 2021
Boutique investment bank launches North American operation
May 13, 2021
5-Star Advisors and Top Teams 2021
May 12, 2021
Investment bank exec quits after making millions from Dogecoin
May 12, 2021
WP Awards to put industry's stars in the spotlight
May 12, 2021
A more diverse world at Sun Life Global Investments
May 12, 2021
'You can't run fixed income the way you did 10 years ago'
May 12, 2021
The top 10 biggest U.S. ETFs by assets
May 12, 2021
Helping advisors harness the power of leadership
May 12, 2021
Most middle-income Canadians feel they’re not making or saving enough
May 12, 2021
Agora unveils industry-changing account structures
May 12, 2021
New FGP fund unplugs from the energy sector
May 12, 2021
23% of Canadians admit their retirement savings may be inadequate
May 12, 2021
What issues are most likely to turn investors into activists?
May 11, 2021
5-Star Advisory Teams: LePoidevin Group
May 11, 2021
A yield-focused fund that enhances your liquid alts toolbox
May 11, 2021
Sell in May? Investors warned not to let their guard down
May 11, 2021
Changing the world with your investments
May 11, 2021
Why it's time to invest in nature
May 11, 2021
End discount brokers' overcharging now, urges investor advocate
May 11, 2021
Just under half of Canadians were on 'Team Active' during COVID
May 11, 2021
Asia unbowed as classic emerging market threats loom
May 11, 2021
Why even large investors get burned with leveraged ETFs
May 11, 2021
Cidel seals deal to snap up Lorica
May 11, 2021
Global asset manager MD hit by freak COVID occurrence
May 11, 2021
Investors call on companies to address risks to human rights
May 11, 2021
UBS finds just 20% of HNW couples share financial decisions
May 10, 2021
CI to acquire wealth advisory firm with US$5.1 billion in assets
May 10, 2021
Why investors should turn their attention from Ottawa to Washington
May 10, 2021
Why strategic tilts are key to outperforming priced-in market
May 10, 2021
'In a crisis, we can either look at the danger or the opportunity'
May 10, 2021
How the Bridging Finance scandal has cracked trust in private debt
May 10, 2021
Canada’s ETF industry is a growth underachiever, says Cerulli
May 10, 2021
Ninepoint, Evolve pursue ESG commitments through carbon neutrality
May 10, 2021
Canada’s financial firms answer call for global COVID-19 aid
May 10, 2021
Mutual funds losing out as investors shift to ETFs
May 10, 2021
AIMA Canada and ACC back private credit’s future
May 07, 2021
OSC to ban deferred sales charge option
May 07, 2021
Ottawa widens COVID-19 rapid test availability to businesses
May 07, 2021
‘She overcame incredible adversity’
May 07, 2021
Wealth firms must show ESG commitment to grow, says JD Power
May 07, 2021
Ninepoint announces new alternative investment offerings
May 07, 2021
Borden Ladner Gervais snaps up AUM Law
May 07, 2021
Does workplace-provided work insurance create coverage complacency?
May 07, 2021
Canadian housing market showing signs of slowdown
May 07, 2021
Technology and ESG to drive divestment plans of global executives
May 06, 2021
Why advisors must move investment strategies into the 21st century
May 06, 2021
Building your practice: Position yourself as a preferred clientele successor
May 06, 2021
How Evolve is helping advisors avoid FOMO over FANGMA stocks
May 06, 2021
Three geopolitical themes set to change the world
May 06, 2021
Multi-boutique asset manager launches UCITS funds
May 06, 2021
Survey exposes gap between ESG awareness and knowledge
May 06, 2021
Taxpayers will pay 70% more for seniors support programs by 2030
May 06, 2021
Advisors set to benefit from NaviPlan joining InvestCloud
May 05, 2021
WPTV Exclusive: Innovation Special Part 2
May 05, 2021
Advisor joins Canaccord from rival independent
May 05, 2021
The world’s top 10 wealth management firms by AUM
May 05, 2021
In grey divorce, resolution processes more vital than ever
May 05, 2021
Crypto-asset ETFs continued to excite in April
May 05, 2021
Conquest and Flinks take aim at financial planners' data pains
May 05, 2021
Manulife helps retail investors take a stand against climate change
May 05, 2021
A front-line view of ESG’s indomitable rise
May 05, 2021
Canadians’ saving and spending habits may have changed forever
May 05, 2021
Is your language turning off clients during retirement planning?
May 04, 2021
Don’t miss your chance to attend our 2021 awards show
May 04, 2021
How wealth firms can create digital delight among clients
May 04, 2021
IIROC seeks input on proposed investor issues panel
May 04, 2021
Tashia Batstone takes the reins at FP Canada
May 04, 2021
Franklin Templeton funds get a dash of Brandywine, ClearBridge
May 04, 2021
Mercer names new leader of Canadian private wealth business
May 04, 2021
Bill and Melinda Gates to divorce and split $146 billion fortune
May 04, 2021
Evolve’s world-leading carbon neutrality ETF to launch next week
May 03, 2021
Going green with Brompton
May 03, 2021
Big Six bank pays $400 million to boost overseas operation
May 03, 2021
Finding your desired outcome with Picton Mahoney
May 03, 2021
How can an advisor establish a unique online brand?
May 03, 2021
Why global investment strategies must adapt to divergent recoveries
May 03, 2021
Why one fixed-income manager is focusing on 'the belly of the curve'
May 03, 2021
Former advisor charged with stealing $775k by forging signatures
May 03, 2021
‘Creative destruction’ could be a boon for bonds
May 03, 2021
Top ESG funds aren’t the same, but there are common threads
May 03, 2021
Private lender investigated over alleged misuse of funds
May 03, 2021
Study finds link between financial stress and physical pain