Site Map for June 2021

Date
Title
Jun 30, 2021
Canada’s economy shrinks less than expected
Jun 30, 2021
How is your fund provider doing?
Jun 30, 2021
Bridging the impact-investing gap in Canadian portfolios
Jun 30, 2021
Capital markets confidence dominates OSC agenda
Jun 30, 2021
BMO AM names new chief investment officer
Jun 30, 2021
Franklin Templeton introduces sustainable ETFs
Jun 30, 2021
OSFI’s new chief says “be patient” on bank dividends
Jun 30, 2021
Branch-based banking to be “dead within 5 years” report concludes
Jun 29, 2021
A dividend fund that focuses on 'global champions'
Jun 29, 2021
Are Canadians finally getting over COVID’s financial impact?
Jun 29, 2021
Report pushes focus on supply, not taxes, to curb B.C. house prices
Jun 29, 2021
National Bank unveils sustainable and global balanced growth funds
Jun 29, 2021
Firms unveil investment fund changes
Jun 29, 2021
Wealthtech provider d1g1t announces $16-million fundraising round
Jun 29, 2021
How fund hunted down yield during pandemic volatility
Jun 29, 2021
North America regains high-net-worth crown thanks to equity surge
Jun 29, 2021
What is ‘banking as a service’ and why is changing the industry fast?
Jun 28, 2021
Advocis names new board chair
Jun 28, 2021
Family accused of $3.6 million tax fraud
Jun 28, 2021
CI Financial acquires US$ 2.6 billion wealth management firm
Jun 28, 2021
Investors warned about chasing already realized returns
Jun 28, 2021
Friends, clients and rule breakers
Jun 28, 2021
Getting back into the wealthtech game
Jun 28, 2021
Why it’s time to put a stop to tag-team stimulus
Jun 28, 2021
Despite rising ESG acceptance, advisors’ understanding remains limited
Jun 28, 2021
High savings rates could sabotage the recovery
Jun 28, 2021
Fund managers expect inflation to exceed targets for longer
Jun 28, 2021
Crypto crackdown: UK regulator takes aim at leading exchange
Jun 25, 2021
Former company owners in OSC crosshairs
Jun 25, 2021
RBC Investing launches new trading dashboard
Jun 25, 2021
Why ESG has taken on more urgency for investors
Jun 25, 2021
Five ways for investors to earn passive income
Jun 25, 2021
IIAC urges FSRA to minimize title-protection burden
Jun 25, 2021
Local small-business owners balk at surging property taxes
Jun 25, 2021
Amid pandemic crisis, Canadians are having more tough what-if talks
Jun 25, 2021
Why China is an epicenter of emerging market risks
Jun 25, 2021
Personalized advice a win-win for Canada’s retail banks, finds survey
Jun 25, 2021
ESG investors should not dismiss heritage energy firms, report says
Jun 25, 2021
Mercer: Canada remains a relatively affordable place to live
Jun 24, 2021
Former rep banned after borrowing $600k from client
Jun 24, 2021
Will employment and inflation sway Fed’s interest rate policy?
Jun 24, 2021
Why MICs are an ideal investment in this ‘new financial order’
Jun 24, 2021
Financial planning for the rich and famous
Jun 24, 2021
Could rate hikes put the brakes on Canada’s runaway housing market?
Jun 24, 2021
How has COVID-19 reshaped retail therapy?
Jun 24, 2021
Regulators offer partial CFR relief for DSC sales
Jun 24, 2021
Canadians think it’s rude to ask others about their investments
Jun 24, 2021
CSA unveils harmonized crowdfunding rules
Jun 24, 2021
Is too much work-life balance a bad thing for financial analysts?
Jun 23, 2021
Calming clients’ expectations the greatest challenge of 2021, says advisor
Jun 23, 2021
Deadline approaching for Rising Stars showcase
Jun 23, 2021
Taking pride in advising LGBTQ2+ clients
Jun 23, 2021
Canadian ETF industry on pace for another record year
Jun 23, 2021
CSA enforcement persisted through pandemic
Jun 23, 2021
Conquest Planning strikes partnership with Purpose Advisor Solutions
Jun 23, 2021
Your clients are expecting returns way higher than you’re advising
Jun 23, 2021
Credit Suisse: Wealth grew $12.4 trillion in North America in 2020
Jun 22, 2021
WPTV Exclusive: Healthcare opportunities
Jun 22, 2021
Former CannTrust officers face charges from OSC
Jun 22, 2021
'It was like shattered glass, and everybody fell through the floor'
Jun 22, 2021
Why reopening is ideal time for advisors to reposition portfolios
Jun 22, 2021
How would you rate your fund provider?
Jun 22, 2021
Money makes four-peat as Canadians’ top stressor
Jun 22, 2021
Is there an M&A strategy gap in the global advice industry?
Jun 22, 2021
SROs invite comments on CFR compliance rule changes
Jun 22, 2021
Richardson Wealth engages with Envestnet to pursue growth ambitions
Jun 22, 2021
Horizons unveils Canada's first semiconductor ETF
Jun 22, 2021
These two Canadian banks are among the world’s most valuable
Jun 22, 2021
Canadians back disability benefit amid high level of financial issues
Jun 21, 2021
Be patient, U.S.-based risks will smooth out, says expert
Jun 21, 2021
‘I shouldn't expect their trust if I haven't done anything to earn it’
Jun 21, 2021
Equity ETF sales accelerated in May
Jun 21, 2021
Retail investors are rising up
Jun 21, 2021
SIPA calls for changes to complaint handling system
Jun 21, 2021
Cryptos face “the mother of all crashes” says Big Short Burry
Jun 21, 2021
Invesco to run global real estate mandate for UBS
Jun 18, 2021
Top advisor leaves Richardson for Canaccord
Jun 18, 2021
Are markets in for a stormy summer?
Jun 18, 2021
Eight ways advisors can seize success
Jun 18, 2021
For most Canadians, getting in-person advice is top post-COVID must-do
Jun 18, 2021
Franklin Templeton Canada flexes boutique investment muscle
Jun 18, 2021
Genus launches global impact bond fund
Jun 18, 2021
ARC throws support behind energy transition
Jun 18, 2021
Sun Life pushes no-medical coverage limits with predictive analytics
Jun 18, 2021
UNICEF slams Canada for “mediocre” childcare provisions
Jun 18, 2021
Canadian investors have been busy buying foreign securities
Jun 17, 2021
BCSC bans ex-PM for suitability failures involving gold investments
Jun 17, 2021
Net-zero future? Why May 26 will go down in history
Jun 17, 2021
Five U.S. tech stocks to own as economies reopen
Jun 17, 2021
Why DIY ESG ratings make sense for Dixon Mitchell
Jun 17, 2021
Why it’s time to stop relying on ‘free pass’ for risk-taking
Jun 17, 2021
Digital fraud rising in Canadian financial services
Jun 17, 2021
The real facts about real assets
Jun 17, 2021
Canadian households are feeling the squeeze as inflation rises
Jun 17, 2021
Global fund managers see inflation as temporary, Bitcoin in a bubble
Jun 16, 2021
Why our industry is failing the next generation of advisors
Jun 16, 2021
Many millennial, Gen Z Canadians need help with homeownership
Jun 16, 2021
The mutual fund universe, as viewed through an ESG lens
Jun 16, 2021
Dynamic adds two to active ETF line-up
Jun 16, 2021
Advisor Flow sharpens onboarding capabilities with Flinks
Jun 16, 2021
$5 painting found at Canadian landfill could see 6,000% return
Jun 16, 2021
RBC launches new platform to support tech entrepreneurs
Jun 16, 2021
Top concerns of multi-family office clients
Jun 15, 2021
WP Awards Fund Provider of the Year: Horizons ETFs
Jun 15, 2021
Many Canadians ill-equipped to stop financial elder abuse
Jun 15, 2021
Why advisor is trying to net more professional hockey players
Jun 15, 2021
Don’t miss our upcoming event on alternative asset strategies
Jun 15, 2021
Taking the lead in post-pandemic HNW networking
Jun 15, 2021
Search under way for Rising Stars nominations
Jun 15, 2021
COVID has pushed purpose to the top of retirees’ minds
Jun 15, 2021
Is ESG outperformance in the eye of the rater?
Jun 15, 2021
The pressure's on for asset management transformation
Jun 15, 2021
Richardson Wealth names VP for practice growth
Jun 15, 2021
TD to advise feds on green bond, Manulife commits to GHG target
Jun 15, 2021
Want to earn more? Do less at home, research suggests
Jun 14, 2021
Is biotech industry about to embark on a raging bull market?
Jun 14, 2021
7 best Canadian bank stocks to buy
Jun 14, 2021
‘We were in the right place at the right time, with the right product’
Jun 14, 2021
Investors at risk from looming advisor shortage
Jun 14, 2021
Will Canada leapfrog U.S. on path toward normalization?
Jun 14, 2021
As the U.S. rebounds, where should investors get their bonds?
Jun 14, 2021
StatCan: Household mutual fund, ETF holdings up “considerably”
Jun 14, 2021
Digital assets are major impact on finance industry says State Street
Jun 11, 2021
Episode 6 - How to future proof your business
Jun 11, 2021
Beware inflation narratives, it's more complex than you might think
Jun 11, 2021
Bridging Finance receiver raises red flags on mass email deletion
Jun 11, 2021
Green bonds outshone gold during COVID storm
Jun 11, 2021
Have financial benchmark costs gone too far?
Jun 11, 2021
BMO launches ETF series for U.S. all-cap strategy
Jun 11, 2021
'Being pregnant is not a disease. It's creating life'
Jun 11, 2021
Financial crime compliance to cost financial firms $214 billion
Jun 11, 2021
BoC: Digital adoption means less damage to economic potential
Jun 10, 2021
Ex-investment advisor to senior with Alzheimer’s in hot water
Jun 10, 2021
CI GAM names first head of investment management
Jun 10, 2021
The rise of the mature single woman client
Jun 10, 2021
Giving the retirement planning playbook a much-needed second look
Jun 10, 2021
Who are the industry's up-and-coming talents?
Jun 10, 2021
NEO levels the ETF playing field for MFDA advisors
Jun 10, 2021
Croesus and Conquest Planning forge strategic partnership
Jun 10, 2021
Wealth boom hits a new record but who are the growth clients?
Jun 10, 2021
How much tax is paid by Bezos, Buffett, and Musk?
Jun 09, 2021
Surprise departure at TD triggers management shakeup
Jun 09, 2021
Bank of Canada reveals latest interest-rate decision
Jun 09, 2021
The multi-family office – services and expertise
Jun 09, 2021
Five best robo advisors in Canada
Jun 09, 2021
Letting Canada's investors take part in China's ESG growth story
Jun 09, 2021
Broadridge snaps up AdvisorStream, bolstering wealth capabilities
Jun 09, 2021
Are a third of Canadians living in a financial information bubble?
Jun 09, 2021
MFDA wants shorter account transfer timelines
Jun 09, 2021
BoC almost certain to hold rates but hikes are getting closer
Jun 09, 2021
4 in 10 Canadians plan to spend less than usual this summer
Jun 08, 2021
How clients are safeguarding their wealth transfer
Jun 08, 2021
Building your practice: A win-win approach to transitioning clients between advisors
Jun 08, 2021
Could COVID-19 be an extinction event for some industries?
Jun 08, 2021
1 in 5 Canadian wealth clients will switch firms within three years
Jun 08, 2021
Dealer platform advances fuel wealth industry performance: IIAC
Jun 08, 2021
Manulife names CIO for global EM fixed-income unit
Jun 08, 2021
Pender welcomes investing veteran to newly created role
Jun 08, 2021
Brompton renames real-assets ETF
Jun 08, 2021
Are NFTs the future of investing or an environmental disaster?
Jun 08, 2021
BMO joins asset managers’ call for ethical use of facial recognition
Jun 07, 2021
Broker fined $75,000 for failing to disclose property venture
Jun 07, 2021
Bond ETFs commanding $1 trillion shrug at Fed's exit
Jun 07, 2021
NEO poised ‘to have an even bigger impact on the industry’
Jun 07, 2021
More than just an advisor
Jun 07, 2021
Putting compliance at the heart of her firm’s growth
Jun 07, 2021
Workers in DC plans want retirement income options, finds survey
Jun 07, 2021
Why using leverage might not be worth it
Jun 07, 2021
Industry groups name new leaders
Jun 07, 2021
Citi: Investors should act now to gain exposure to the recovery
Jun 07, 2021
Housing market remains elevated in major markets despite easing
Jun 04, 2021
Former fund rep banned for life for violating father’s trust
Jun 04, 2021
We are humbled and grateful, says WP award winner
Jun 04, 2021
Attention investors! Seven U.S. stocks to watch
Jun 04, 2021
Can new rules protect investors from social media stock manipulation?
Jun 04, 2021
How much value did Canadian advisors add amid pandemic?
Jun 04, 2021
Investment Planning Counsel making leadership changes
Jun 04, 2021
Algonquin Capital welcomes seasoned veteran to investor relations role
Jun 04, 2021
Disabled Canadian workers faced increased challenges amid COVID-19
Jun 04, 2021
UBS: Wealthy investors want to find a greater purpose
Jun 04, 2021
There are better ways to discuss prenups, marriage contracts
Jun 03, 2021
WP Awards, day two: winners revealed
Jun 03, 2021
The benefits of team model over ‘lone wolf’ approach
Jun 03, 2021
11 winners announced on day one of the 2021 WP Awards
Jun 03, 2021
Supporting the investment industry against cyber threats
Jun 03, 2021
Volatility overshadowed May crypto-asset ETF inflows
Jun 03, 2021
What’s the new digital playbook for wealth management?
Jun 03, 2021
CI Global Asset Management continues its integration journey
Jun 03, 2021
Almost 2 million Canadians launched a business mid-pandemic
Jun 03, 2021
Teens are interested in investing but where do they get info?
Jun 02, 2021
WP Awards, day one: winners revealed
Jun 02, 2021
How NEI ensures real commitment to net-zero carbon goal
Jun 02, 2021
5-Star Advisory Teams: Tonge McChlery and Associates
Jun 02, 2021
Why it’s time the Fed let everyone know how high inflation can go
Jun 02, 2021
Six ways advisors can increase capacity
Jun 02, 2021
Horizons ETFs launches Canada’s first global green bond ETF
Jun 02, 2021
KYC uniformity a problem, says MFDA
Jun 02, 2021
Recent bitcoin volatility exposes variations in crypto funds' risks
Jun 02, 2021
BMO opens no-commission-fee ETFs to DIY investors
Jun 02, 2021
A new fund that responds to a growing global preoccupation
Jun 02, 2021
HSBC Asset Management appoints green VC investment team
Jun 02, 2021
Canada’s financial services had mixed fortunes in latest GDP stats
Jun 02, 2021
Canada’s debt position is worse than it looks says Fraser Institute
Jun 01, 2021
Ex-fund rep banned for life, fined for misappropriating nearly $100k
Jun 01, 2021
Scotiabank exceeds estimates on residential, business loans
Jun 01, 2021
Six potential risks that could affect markets
Jun 01, 2021
Investors must have a clear idea of their goals, says advisor
Jun 01, 2021
Rising Stars 2021: Entries now open
Jun 01, 2021
More fraudsters posing as major financial firms, warns CSA
Jun 01, 2021
Purpose unveils world’s first income-for-life mutual fund
Jun 01, 2021
Desjardins to snap up Hexavest’s assets
Jun 01, 2021
Franklin Templeton Canada introduces real assets fund
Jun 01, 2021
Sun Life subsidiary scrapping India mutual funds
Jun 01, 2021
Wealth-X reveals what wealthy clients love to do with their money
Jun 01, 2021
One area of sustainability needs an $8 trillion investment