Site Map for September 2021

Date
Title
Sep 30, 2021
WPTV Special: Investing in our future
Sep 30, 2021
How are you financially preparing your clients for vulnerable old age?
Sep 30, 2021
JRC urged to address OBSI shortfalls
Sep 30, 2021
Are working Canadians at risk of a spending relapse?
Sep 30, 2021
Our ESG scoring system will transform fixed-income portfolios, says YieldX
Sep 30, 2021
Rising Stars 2021
Sep 30, 2021
Purpose unveils credit opportunities ETF
Sep 30, 2021
WP Morning Briefing Sept 30 - Clients want you in-person or on the phone, IFIC reveals
Sep 30, 2021
Clients want you in-person or on the phone IFIC survey reveals
Sep 30, 2021
Fraser Institute: Canada’s growth is slowest since the 1930s
Sep 30, 2021
From the source
Sep 30, 2021
Post-pandemic portfolios
Sep 30, 2021
Jumping into the deep end
Sep 29, 2021
Ex-JPMorgan broker must pay ex-wife $2.6 million over improper trading claim
Sep 29, 2021
COVID has impacted Canadians' retirement readiness
Sep 29, 2021
Evergrande debtholders ask 'what now?' amid company's deepening woes
Sep 29, 2021
Evolve launches Canada's first multi-cryptocurrency ETF
Sep 29, 2021
Why advisor recommends four steps to prepare your business for sale
Sep 29, 2021
Fidelity takes on disruption, inflation with new funds
Sep 29, 2021
WP Morning Briefing Sept 29
Sep 29, 2021
Beneficiaries pile climate pressure on Canadian pension funds
Sep 29, 2021
Who wins financially, homeowners or renters?
Sep 28, 2021
Manulife's new ETF segregated funds offer lower-cost, flexible solution
Sep 28, 2021
Ex-fund rep banned for life after exploiting own mother
Sep 28, 2021
How asset manager doubled its AUM to $3 billion during pandemic
Sep 28, 2021
Advisors must listen more to women dealing with death or divorce
Sep 28, 2021
Mawer launches U.S. mid-cap fund
Sep 28, 2021
What does the Evergrande affair mean for Chinese markets?
Sep 28, 2021
Factor investing's appeal has grown stronger
Sep 28, 2021
The one area where Canada can be an ESG standards-setter
Sep 28, 2021
Canaccord Genuity names new independent director
Sep 28, 2021
WP Morning Briefing Sept 28
Sep 28, 2021
What investors should know about the luxury homes market
Sep 28, 2021
World’s largest investors put interest rates at top of the risk list
Sep 27, 2021
Learn more about fixed income outlook and challenges
Sep 27, 2021
What comes after Build-to-Sell? Inside Trez Capital’s innovative new Build-to-Hold strategy
Sep 27, 2021
Foyston, Gordon & Payne launches new small- and mid-cap fund
Sep 27, 2021
Is guru investing a wise strategy?
Sep 27, 2021
Why Fed's policy update supports continued pro-risk stance
Sep 27, 2021
How to redirect your clients' “revenge spending” to align with their values
Sep 27, 2021
What advisors can do to bounce back from burnout
Sep 27, 2021
WP Morning Briefing Sept 27
Sep 27, 2021
These clients are more likely to fall victim to a financial scam
Sep 27, 2021
Canada’s wealth professionals have mixed views of home working
Sep 24, 2021
U.S. equity portfolio manager explains seven-step investment process
Sep 24, 2021
Advisor fired by CIBC fined $42,000 by IIROC
Sep 24, 2021
Everything you need to know about MICs
Sep 24, 2021
Why Ontario Teachers' acquisition will propel HomeEquity's wealth channel
Sep 24, 2021
Pender rolls out new liquid-alt funds
Sep 24, 2021
Mako Fintech strengthens leadership team
Sep 24, 2021
How advisor is developing hockey player niche
Sep 24, 2021
Mackenzie bolsters sustainability commitment with global bond ETF
Sep 24, 2021
Why SLGI's new CIO is planning evolution not revolution
Sep 24, 2021
WP Morning Briefing Sept 24
Sep 24, 2021
Canadians have more cash than confidence for retirement goals
Sep 24, 2021
Which countries have the largest share of female investors?
Sep 24, 2021
How much are Canadians paying for public health insurance in 2021?
Sep 23, 2021
Why human capital is as important as finance to family office
Sep 23, 2021
Why you should look under the hood of your thematic index
Sep 23, 2021
RBC GAM's bid to build transparency in opaque private market
Sep 23, 2021
Canada Life launches sustainable portfolios
Sep 23, 2021
Why dollar-cost averaging might not work for the climate-conscious
Sep 23, 2021
Pascal WealthTech gets more backing for growth push
Sep 23, 2021
Mutual funds outsold ETFs again in August
Sep 23, 2021
WP Morning Briefing Sept 23
Sep 23, 2021
How much do Canadian families pay in health-care insurance?
Sep 23, 2021
CIBC unveils a new purpose-focused look, but what does it mean?
Sep 23, 2021
The evolution of ESG: inside Canada Life’s fresh approach to responsible investing
Sep 22, 2021
Ontario Teachers to acquire HomeEquity Bank
Sep 22, 2021
Banned broker gets 35-year sentence for US$25 million scheme
Sep 22, 2021
Horizons unveils active ESG corporate fixed-income ETF
Sep 22, 2021
Why 'super teams' will enable young advisors to break through
Sep 22, 2021
After 27 years at BMO Nesbitt Burns, advisor settles into Richardson Wealth role
Sep 22, 2021
Morningstar rolls out due diligence module for advisors
Sep 22, 2021
Pembroke unveils all-cap Canadian equity fund
Sep 22, 2021
Canada’s billionaires now worth $100bn as ultra-rich get younger
Sep 22, 2021
4 things of concern for family offices and UHNWIs revealed by Citi
Sep 22, 2021
WP Morning Briefing Sept 22
Sep 21, 2021
Wealth Professional Awards 2021
Sep 21, 2021
Episode 8 – Out of this world?
Sep 21, 2021
Five tips to save your clients from estate anguish
Sep 21, 2021
Appway introduces Canada-specific onboarding solution
Sep 21, 2021
Climate-change ETFs: dead weight in the battle against global warming?
Sep 21, 2021
'Our low-cost investment option is creating a catalyst for the industry'
Sep 21, 2021
Next Edge Capital unveils alternative metals and commodities fund
Sep 21, 2021
Final week to nominate an outstanding woman leader
Sep 21, 2021
BMO's Joana Rotenberg moving to Fidelity
Sep 21, 2021
What is ‘innovation intensity’ and how can it boost returns?
Sep 21, 2021
The bigger the investor, the bigger the ESG focus says HSBC
Sep 21, 2021
WP Morning Briefing Sept 21
Sep 21, 2021
Building on Experience
Sep 20, 2021
Vancouver mining company charged with misleading investors
Sep 20, 2021
Fighting back the clawback: how HomeEquity is freeing up finances for Canadian Homeowners 55+
Sep 20, 2021
Investors more vulnerable amid COVID environment
Sep 20, 2021
How Mackenzie Investments has 'redefined' sustainability
Sep 20, 2021
MFDA permanently bans errant ex-dealing rep
Sep 20, 2021
Why investors are in for a wild fall period
Sep 20, 2021
WP Morning Briefing Sept 20
Sep 20, 2021
Fund management will reach gender parity but not for 127 years
Sep 20, 2021
Canadian CEOs are world’s most confident of economic growth
Sep 17, 2021
CIBC completes initial index ETF suite
Sep 17, 2021
10 best Canadian blue chip stocks to hold long-term
Sep 17, 2021
Wealthscope adds ESG to portfolio analytics capability
Sep 17, 2021
The pandemic's brought three key changes to advisors' retirement planning
Sep 17, 2021
AMF proposal raises bar on complaint handling, says investor advocate
Sep 17, 2021
HOOPP names new CIO
Sep 17, 2021
Ontario Teachers’ ambitious net zero plan is ‘welcome step forward’
Sep 17, 2021
Canada’s challenger banks are reaching new milestones
Sep 17, 2021
WP Morning Briefing Sept 17
Sep 17, 2021
Life and health insurers withstood pandemic test, says CLHIA
Sep 17, 2021
Foresters Financial launches well-being insurtech platform
Sep 16, 2021
Sun Life forges wealthtech partnership with Conquest Planning
Sep 16, 2021
How advisors could make clients out of DIY investors
Sep 16, 2021
Jarislowsky Fraser and HarbourVest unveil private-market partnership
Sep 16, 2021
Federal election campaign hasn't had "a heck of a lot" of impact on advisors
Sep 16, 2021
Who are the women trailblazers in wealth management?
Sep 16, 2021
What's the real story behind September's stock performance?
Sep 16, 2021
Gold still shines for clients' portfolios, but watch China's moves
Sep 16, 2021
Salary freezes are ending but will gains offset rising inflation?
Sep 16, 2021
Wealthy investors see net zero as ‘opportunity of our age’
Sep 16, 2021
WP Morning Briefing Sept 16
Sep 15, 2021
Fighting back the clawback: how HomeEquity is freeing up finances for Canadian Homeowners 55+
Sep 15, 2021
Everything you need to know about ETF investing
Sep 15, 2021
Purpose Investments launches new structured equity yield product
Sep 15, 2021
5-Star Corporate Social Responsibility: Last chance to enter
Sep 15, 2021
Big banks are limiting advisor and client options by only selling in-house products
Sep 15, 2021
Pender announces new president
Sep 15, 2021
Gluskin Sheff launches new donor-advised fund
Sep 15, 2021
Fake Walmart crypto story reveals investor risk from bad information
Sep 15, 2021
Shift from third-party products not “dramatic” says TD wealth head
Sep 15, 2021
WP Morning Briefing Sept 15
Sep 15, 2021
Investing in rental apartments in the United States
Sep 14, 2021
CI Financial sets sights on U.S. ultra-high-net-worth space
Sep 14, 2021
WP Morning Briefing Sept 14
Sep 14, 2021
Wellington-Altus Financial of Winnipeg is expanding into Quebec
Sep 14, 2021
Why the finance sector's tech adoption isn't down to talent
Sep 14, 2021
Vanguard unveils new mutual funds
Sep 14, 2021
Andrew Stadnicki is turning his deafness into an advantage to help his community
Sep 14, 2021
Manulife launches smart ETF seg funds
Sep 14, 2021
Why U.S. stock investors should seek the ultimate flexibility
Sep 14, 2021
Warning: the uranium-stock rally might decay quickly
Sep 14, 2021
Sun Life cements sustainability commitment with newly created role
Sep 14, 2021
Higher taxes mean weakened economic freedom for Canadians
Sep 14, 2021
Which cities rank highest among investment migration programs?
Sep 13, 2021
Liberal promise to raise bank taxes could end badly
Sep 13, 2021
Wes Hall shares diversity lessons to help other companies
Sep 13, 2021
Global ETF inflows blow past 2020 full-year total
Sep 13, 2021
How Fit for 55's unmatched ambition has raised the bar
Sep 13, 2021
Want an easier way to capture your clients' whole wealth picture?
Sep 13, 2021
Rick Headrick named as new IFIC board chair
Sep 13, 2021
Toronto-born tennis champ Raducanu could redefine ‘net worth’
Sep 13, 2021
Active management remains in favour for turbulent market
Sep 10, 2021
Advisors can move the needle on how much clients give charities
Sep 10, 2021
Top Canadian bank ETFs for stability in 2021
Sep 10, 2021
Corporate ESG disclosures on the rise in Canada
Sep 10, 2021
As dividends return, where should investors focus?
Sep 10, 2021
Parents' RESP adoption outstrips their awareness, finds poll
Sep 10, 2021
Canaccord Genuity forges agreement with Deal Gateway
Sep 10, 2021
Inflation should be allowed to run say leading Canadian economists
Sep 10, 2021
Young Canadians face $20k cost for federal debt mountain
Sep 10, 2021
Navacord unveils new brokerage partnerships
Sep 10, 2021
Five reasons to invest in private multi-residential apartments
Sep 09, 2021
Entrepreneurial pull leads McMillan to the Gryphin Advantage
Sep 09, 2021
WPTV Special: Catering to client needs
Sep 09, 2021
How new investment dealer offers advisors 'pure independence'
Sep 09, 2021
Why it's time to make ESG part of KYC
Sep 09, 2021
IIROC highlights progress on three-year strategic plan
Sep 09, 2021
Mackenzie doubles down on ESG with launch of Betterworld
Sep 09, 2021
Richardson Wealth sustains growth push with new hire
Sep 09, 2021
Did advisors' client service during pandemic change fee debate?
Sep 09, 2021
Search under way for industry's women trailblazers
Sep 09, 2021
It's the 2020s and the 1920s electric vehicle is finally making its comeback
Sep 09, 2021
TransUnion: Canadians facing exponential rise in digital fraud risk
Sep 09, 2021
More Canadians feel their financial situation is improving says BMO
Sep 08, 2021
RBC Global Asset Management closes several mutual funds to new investors
Sep 08, 2021
Onboard grandparents to save for your child’s RESP, says BMO director
Sep 08, 2021
Does your company have a CSR programme worthy of recognition?
Sep 08, 2021
Fake Banksy NFT scam exposes key investment risk
Sep 08, 2021
Consumer confidence continues to trend downward
Sep 08, 2021
6 Best REITs to buy for reliability in Canada 2021
Sep 08, 2021
IGM Financial reports record high investment fund net flows in August
Sep 08, 2021
UXXFOLIO Holdings acquires crypto mining operation of Alberta-based firm
Sep 08, 2021
Income gap between top and bottom earners shrinks to all-time low
Sep 08, 2021
Gold is still better than meme stocks say next-gen investors
Sep 07, 2021
I don't know what impossible is, says Wes Hall
Sep 07, 2021
Poll finds tech top of mind among client-centric wealth managers
Sep 07, 2021
Why China's crackdown means growth pains for investors
Sep 07, 2021
What advisors should know when asked about ESG: tackling a topical issue with Addenda Capital
Sep 07, 2021
Canadians split on post-COVID economic priorities
Sep 07, 2021
Tax the rich but don't touch principal residences, say polled Canadians
Sep 07, 2021
RF Capital Group reports record $34.6 billion AUA in August
Sep 07, 2021
Ex-advisor to pay more than $800k for defrauding sports clients
Sep 07, 2021
Bitcoin's world first as El Salvador makes it legal tender, now what?
Sep 07, 2021
Why psychedelics may be mind-changing for investors
Sep 03, 2021
Horizons unveils leveraged REIT ETFs
Sep 03, 2021
Is Canada seeing a calm before the insolvency storm?
Sep 03, 2021
Ontario realtor group applauds parties’ focus on housing affordability
Sep 03, 2021
7 basic investment types for first-time investors
Sep 03, 2021
Canadian ETFs race toward a new annual high
Sep 03, 2021
Looking for a new investment opportunity? Check med-tech companies
Sep 03, 2021
Friends, clients and rule-breakers
Sep 03, 2021
Dragons' Den and Shark Tank investor accused of fraud
Sep 03, 2021
More than half of Canadians plan to own shares by year-end
Sep 03, 2021
Poll finds most Canadians still unprepared for financial setbacks
Sep 02, 2021
Building a tech-powered boutique experience for mid-market business owners
Sep 02, 2021
Nominations are now open for 5-Star Leading Women in Wealth
Sep 02, 2021
Mogo steps closer toward commission-free stock trading
Sep 02, 2021
Small businesses struggling under weight of COVID-related debt
Sep 02, 2021
CFIQ names new chair
Sep 02, 2021
'Teach new talent to be great advisors rather than great salespeople'
Sep 02, 2021
Caldwell Securities wants the vulnerable to "Just Hang Up!" on scammers
Sep 02, 2021
Getting ESG right without regulation is going to be an issue
Sep 02, 2021
Where would the ‘GameStop generation’ invest a lump sum?
Sep 01, 2021
Horizons ETFs launches semiconductor fund amid a global shortage
Sep 01, 2021
Hazelview launches proptech-focused VC fund
Sep 01, 2021
What's a wealth tax – and how can it affect your clients?
Sep 01, 2021
Is your organization building a socially responsible business?
Sep 01, 2021
CI GAM expands ETF lineup
Sep 01, 2021
Mortgage pressures push consumer debt to $2.15T
Sep 01, 2021
How one independent advisor is securing her firm's future
Sep 01, 2021
Housing crash unlikely but affordability is an election issue
Sep 01, 2021
What is ‘credential stuffing’ and why should you be worried?