Site Map for November 2021

Date
Title
Nov 30, 2021
WPTV Exclusive: How megatrend thematic focus takes advantage of long-term trends
Nov 30, 2021
WPTV Special: How gender diversity comes naturally to Nicola Wealth
Nov 30, 2021
Special Feature: Diving into an active market
Nov 30, 2021
WP reveals its 5-Star Leading Women in Wealth
Nov 30, 2021
Is the metaverse the new ETF financial frontier?
Nov 30, 2021
RBC teams up with Epilogue Wills to offer clients cheaper option
Nov 30, 2021
Black Friday rout offers lesson on margin debt risks
Nov 30, 2021
DGAM names first-ever responsible investment head
Nov 30, 2021
CI GAM continues on shelf-improvement path
Nov 30, 2021
Brompton launches leveraged fixed-income ETF
Nov 30, 2021
IG Wealth Management opens the door to private investments wider
Nov 30, 2021
5-Star Leading Women in Wealth
Nov 30, 2021
Canadian investors plan increase in impact investing
Nov 30, 2021
Canadians plan significantly higher allocation to impact investing
Nov 30, 2021
Canada's institutional investors ready to ditch poor ESG firms
Nov 30, 2021
A tipping point in tech
Nov 29, 2021
Manulife fund that helps protect capital and provides income
Nov 29, 2021
WPTV Exclusive: Why Centurion's record Quebec deal is a boost for investors
Nov 29, 2021
'Human beings are brilliant': how Edward Jones unlocks employee potential and purpose
Nov 29, 2021
Caldwell announces soft close on successful Value Momentum Fund
Nov 29, 2021
'Our focus hasn't changed - we build deep personal relationships with clients'
Nov 29, 2021
MFDA launches alt-fund proficiency rule consultation
Nov 29, 2021
In a pack of laggards, Canada's active managers have been the worst
Nov 29, 2021
Most Canadian institutional investors wary of meme stocks, poll shows
Nov 29, 2021
How Canadians' COVID awakening hasn't reached critical illness insurance
Nov 29, 2021
Bitcoin isn't a safe haven against the omicron COVID variant
Nov 29, 2021
Bitcoin isn't immune to new variant, as bears question 'haven' status
Nov 29, 2021
Women more likely to be "missing entrepreneurs" says OECD
Nov 26, 2021
One of the new investment leaders driving BMO's digital transformation
Nov 26, 2021
What's the difference between an ETF's trading volume and implied liquidity?
Nov 26, 2021
Manulife unveils shariah-compliant funds
Nov 26, 2021
Is the Facebook metaverse big enough for two Canadian ETFs?
Nov 26, 2021
The trouble with the world’s largest bitcoin fund
Nov 26, 2021
Picton Mahoney beefs up its portfolio construction capability
Nov 26, 2021
Behind OLHI's mission to provide life and health insurance clarity
Nov 26, 2021
New COVID variant causes concern for money markets
Nov 26, 2021
Canadians are spending again but are increasingly ESG focused
Nov 26, 2021
North American investors lead global confidence index lower
Nov 25, 2021
Using short-term bonds to capture elusive yield
Nov 25, 2021
What lessons can Olympic hockey medallist teach advisors?
Nov 25, 2021
Can capital markets stave off climate change?
Nov 25, 2021
MFDA fines Quadrus six-figure sum for non-compliant incentive practices
Nov 25, 2021
Deadline extended for Top 50 Advisors nominations
Nov 25, 2021
Why Biden's reserve release plan won't derail the oil rally
Nov 25, 2021
IIROC announces new board director
Nov 25, 2021
Wealthtech partnership aims to cure probate pain
Nov 25, 2021
Canadian businesses are still hurting 20 months on
Nov 25, 2021
Business as normal? Not until 2023 for many Canadian firms
Nov 25, 2021
Will 2022 be the year that digital assets really take off?
Nov 24, 2021
BlackRock names new head of iShares Canada
Nov 24, 2021
How firm with $2.4 billion in AUM grew from its Atlantic roots
Nov 24, 2021
Do clients' childhoods affect their financial approach?
Nov 24, 2021
Deadline extended for Top 50 Advisors nominations
Nov 24, 2021
'In this market, you have one shot at launching a product'
Nov 24, 2021
Hedge fund firms are gearing up for a talent war
Nov 24, 2021
Let's not experiment with cryptos
Nov 24, 2021
Canada's housing market is a risk and investors have likely made it worse
Nov 24, 2021
BoC says investors likely increased housing market correction risk
Nov 24, 2021
Finance executives admit that their forecasts are often wrong
Nov 23, 2021
Canada Life brings ESG to its seg-fund shelf
Nov 23, 2021
Are you empathetic enough to clients' new pandemic reality?
Nov 23, 2021
Most dealers are installing CFR software – but a few will 'wait and see'
Nov 23, 2021
OSC opens TestLab for KYC-, KYP-focused solutions
Nov 23, 2021
Ex-fund rep fined for secret dealings with clients
Nov 23, 2021
Mutual fund sales slip in October as ETFs surge
Nov 23, 2021
Why dodging crypto conversations could cost advisors
Nov 23, 2021
How has Evergrande impacted China's property developers?
Nov 23, 2021
How are HNW Canadians planning to help others?
Nov 23, 2021
Wealthy Canadians are all about gifting, but it all begins at home
Nov 23, 2021
What's the number one priority for alt fund managers in 2022?
Nov 22, 2021
An ETF that opens the door for future cryptocurrencies
Nov 22, 2021
Inside Nest Wealth's AI-powered approach to decumulation
Nov 22, 2021
How Nicola Wealth exploded on to the Ontario scene
Nov 22, 2021
How can you inflation-proof clients' portfolios?
Nov 22, 2021
What private-debt stakeholders should take away from Bridging Finance story
Nov 22, 2021
Should investors prepare for a dividend growth comeback?
Nov 22, 2021
Why humanity will be at the centre of wealthtech in 2022
Nov 22, 2021
Credit card spending is highest in 3 years says Equifax Canada
Nov 22, 2021
Equifax Canada: Credit card spending at highest in 3 years
Nov 22, 2021
Most Canadians want to transfer wealth in their lifetime
Nov 21, 2021
Alberta nurse caught in health coverage limbo
Nov 19, 2021
Special Feature: A new frontier in analytics
Nov 19, 2021
'There's no doubt in my mind we’re going to end up number one'
Nov 19, 2021
Why women are craving more financial knowledge since the pandemic
Nov 19, 2021
Special situations require special strategy to capture returns
Nov 19, 2021
Vontobel makes its Canadian emerging market debt debut
Nov 19, 2021
Expect new Canadian SRO next year, says CSA
Nov 19, 2021
Gen Z consumers lead the way in holiday spending and saving, says poll
Nov 19, 2021
FP Canada gets MFDA accreditation approval
Nov 19, 2021
Family offices post jump in wealth but face challenges
Nov 19, 2021
Family offices are feeling confident for 2022 despite challenges
Nov 19, 2021
ESG is becoming mainstream, but clients need more guidance
Nov 18, 2021
Cystic fibrosis patient clings to last hope for life-saving medication
Nov 18, 2021
Episode 11 – Introducing the 'money is worthless' approach
Nov 18, 2021
How dealer is staying ahead of the curve when it comes to CFRs
Nov 18, 2021
BMO Private Wealth appoints new Women's Segment strategic advisor
Nov 18, 2021
Going beyond the ETFs vs. mutual funds debate
Nov 18, 2021
Inflation logs near-20-year high, but still within expectations
Nov 18, 2021
Poll shows Canadian investors have ESG trust issues
Nov 18, 2021
Evolve ETFs stakes a claim in Facebook's Meta vision
Nov 18, 2021
$46 million crypto theft leads to Hamilton arrest
Nov 18, 2021
Hamilton youth arrested in $46 million cryptocurrency theft
Nov 18, 2021
Fidelity launches IIROC-regulated institutional digital asset solution
Nov 17, 2021
Rethinking income with ETFs
Nov 17, 2021
'This is an area we think has true innovation'
Nov 17, 2021
Why Cboe deal is 'ideal scenario' for exchange's growth plans
Nov 17, 2021
Are you a mindful leader?
Nov 17, 2021
Wealth Professional is looking for Canada's 5-star Wholesalers
Nov 17, 2021
Why COP26 requires 'evolutionary thinking' on energy investment
Nov 17, 2021
Is bitcoin displacing gold as an inflation hedge?
Nov 17, 2021
CIBC Asset Management expands ETF offerings
Nov 17, 2021
IGM names president of Québec business unit
Nov 17, 2021
Is it time for a new Canadian retirement solution?
Nov 17, 2021
Are dynamic pension pools the answer to retirement income risk?
Nov 17, 2021
If you quit your firm most clients will follow you to your new one
Nov 16, 2021
FaithLife Financial revamps life insurance catalog
Nov 16, 2021
'The sports industry is coming back very quickly': Inside the launch of Harvest’s new ETF
Nov 16, 2021
Exclusive Feature: Getting into the mortgage game
Nov 16, 2021
Exclusive Feature: Suites versus stacks in the battle for wealthtech supremacy
Nov 16, 2021
Exclusive Feature: Inside the workplace tech revolution
Nov 16, 2021
Cryptocurrency is speculation not an investment, advisors warned
Nov 16, 2021
Why semiconductors are 'investment common sense'
Nov 16, 2021
Investment firms join global push for reduced agricultural emission targets
Nov 16, 2021
FSRA updates title protection proposal
Nov 16, 2021
Canada's income picture continues to be top-heavy
Nov 16, 2021
NEI growth equity strategy gets an ESG refresh
Nov 16, 2021
Invesco offers ESG-tilted exposure to Nasdaq companies
Nov 16, 2021
Sun Life unveils two new investment solutions
Nov 16, 2021
NEO Exchange company acquired by US firm
Nov 16, 2021
NEO exchange to be acquired by Chicago-based Cboe
Nov 16, 2021
How much does Canada lose to tax abuse each year?
Nov 15, 2021
A climate-aligned approach to investing in core global equities
Nov 15, 2021
Are your HNW clients planning to make renovations?
Nov 15, 2021
Who are Canada's top advisors?
Nov 15, 2021
Why advisors should take a measured approach to thematic investing
Nov 15, 2021
Women give differently than men, but all can be effective philanthropists
Nov 15, 2021
Easy money now behind us, says leading PM
Nov 15, 2021
How to help clients 'disinherit the government' and adopt charity
Nov 15, 2021
A wealth manager bets on a winning formula
Nov 15, 2021
Listed issuer exemption could leave investors exposed, CSA warned
Nov 15, 2021
Errant dealing rep sanctioned for TFSA misstep
Nov 15, 2021
How wealth professionals can take on big tech disruptors
Nov 15, 2021
Big tech wants your clients and it's time to fight back
Nov 15, 2021
Global wealth has tripled but it's on risky ground
Nov 15, 2021
COVID hospitalization costs three times as much as heart attacks, says CIHI
Nov 12, 2021
Moving to Nicola Wealth the 'best career decision I ever made'
Nov 12, 2021
How to help business owners de-risk transitions in succession plan?
Nov 12, 2021
Do clients confuse a financial plan with an investment plan?
Nov 12, 2021
Guardian Capital hits historic high in client assets
Nov 12, 2021
Dealing rep sanctioned over unauthorized switches, KYC changes
Nov 12, 2021
ESG taking root among asset managers, says Russell Investments
Nov 12, 2021
How today's economic backdrop evokes déjà vu of past decades
Nov 12, 2021
Canadians struggle with the concept of a financial plan
Nov 12, 2021
10 things that will shape the world in 2022
Nov 12, 2021
Why working with millennials is not all about the money
Nov 12, 2021
The wealth-building potential of participating life insurance
Nov 11, 2021
Flinks and SideDrawer forge wealthtech alliance
Nov 11, 2021
Stunned by CI Financial's aggressive growth? CEO says it's just the 'first inning'
Nov 11, 2021
Do you know enough about cryptocurrency to discuss it with curious clients
Nov 11, 2021
CSA's climate-disclosure consultation a vital step forward for Canada
Nov 11, 2021
How hopes and fears are driving Canadian asset managers forward
Nov 11, 2021
Direct indexing: active management by another name?
Nov 11, 2021
What's behind the popularity of separately managed accounts?
Nov 11, 2021
Remembrance Day fund embraces NFTs
Nov 11, 2021
Remembrance Day marked with poppy fund NFT
Nov 11, 2021
Investors trust PE firms but still want them better regulated
Nov 10, 2021
CI unveils deal to snap up $7.5-billion wealth firm
Nov 10, 2021
How to deal with generational wealth transfer landmines in blended families
Nov 10, 2021
How can you be boring – and make money?
Nov 10, 2021
Why Canada has to scramble to meet its net-zero targets
Nov 10, 2021
COVID crisis has forged tougher Gen Z Canadians, finds survey
Nov 10, 2021
Purpose launches carbon-neutral series for its crypto ETFs
Nov 10, 2021
How do Canadian retirees feel about their future finances?
Nov 10, 2021
Fidelity: Canadians optimistic about retirement despite challenges
Nov 10, 2021
What kids learn about money can affect how they manage as adults
Nov 10, 2021
RBC adds an ESG twist to its segregated funds
Nov 09, 2021
Inviting everyone to the table: inside Edward Jones' mission to move the industry forward
Nov 09, 2021
Tips to help your clients teach their children financial skills
Nov 09, 2021
Search under way for Canada's best financial advisors
Nov 09, 2021
Brompton Funds creates Canada's first active ESG real asset ETF
Nov 09, 2021
Ontario unveils staycation income tax credit
Nov 09, 2021
CapIntel forges strategic relationship with Canada Life
Nov 09, 2021
Why index strategies will be key in sustainable investing's future
Nov 09, 2021
COVID has spurred asset managers' evolution, finds survey
Nov 09, 2021
Automatic features in DC pension plans not unlawful, says FSRA
Nov 09, 2021
Canadians are on top of their debts but is there trouble ahead?
Nov 09, 2021
Canadian insolvencies down sharply but debt burdens are worrying
Nov 09, 2021
Few bank partnerships with FinTechs produce desired ROI
Nov 08, 2021
How 'Canaccord Genuity Effect' has propelled advisor growth
Nov 08, 2021
IG Wealth Management on path to stardom with new T.V. series
Nov 08, 2021
Why central banks provided 'dovish pushback' on Fed's inflation message
Nov 08, 2021
Poll finds two out of three Canadians stressed over inflation
Nov 08, 2021
COVID pushed Canada's healthcare spending over a $300-billion cliff
Nov 08, 2021
HSBC making changes to mutual funds
Nov 08, 2021
Family feud decision clears path for $16bn deal
Nov 08, 2021
Edward Rogers says he has "no joy" in family feud victory
Nov 08, 2021
1,400 Canadians took a financial literacy test and revealed big gaps
Nov 05, 2021
Is fall volatility a sign of things to come?
Nov 05, 2021
How advisors can bring calm and reason to divorcing business couples
Nov 05, 2021
CETFA urges more advisors to help clients prepare for vulnerable aging
Nov 05, 2021
What's the modern Canadian dream? It’s not just about money
Nov 05, 2021
Canada breaks 2020 ETF sales record – and it’s not even Christmas yet
Nov 05, 2021
Financial consumer watchdog floats new complaint-handling rules
Nov 05, 2021
Canada's top court ends hedge funds' years-long battle with insurers
Nov 05, 2021
Purpose Advisor Solutions inks key partnerships
Nov 05, 2021
Canadian banks can now start hiking dividends
Nov 05, 2021
OSFI green-lights higher bank dividends and executive pay
Nov 05, 2021
Canada's small businesses are still feeling the pressure says CFIB
Nov 04, 2021
WPTV Special: The secret sauce driving award-winning practice
Nov 04, 2021
Entries now open for 2022 Top 50 Advisors
Nov 04, 2021
What does a diverse practice really mean?
Nov 04, 2021
Do your business-owner clients need to improve their resilience?
Nov 04, 2021
Private Financial Group joins Q Wealth Partners
Nov 04, 2021
Quebec-based fintech firms are on the move
Nov 04, 2021
MFDA makes financial pledge to support vulnerable investors
Nov 04, 2021
New Mackenzie multi-asset fund offers modest crypto exposure
Nov 04, 2021
Why it's time for defensive optimism in Chinese consumer staples
Nov 04, 2021
Manulife posts strong results for the third quarter
Nov 04, 2021
Manulife sees strong inflows to wealth and asset management unit
Nov 04, 2021
CIBC Mellon expands in Quebec and plans bilingual hires
Nov 03, 2021
Episode 10 – Navigating the new retirement reality
Nov 03, 2021
Client Onboarding for Financial Services
Nov 03, 2021
Mother-son business partnership that's paying dividends
Nov 03, 2021
How portfolio manager is using social media to grow during pandemic
Nov 03, 2021
Worldsource announces first of its upcoming expansionary moves
Nov 03, 2021
Behind Appway’s quest to ‘connect the disconnected’
Nov 03, 2021
Cult Wines blends technology and culture with new investing platform
Nov 03, 2021
After first high-interest savings ETF's success, Horizons does another
Nov 03, 2021
Cancer tops causes of death in latest Canadian insurance study
Nov 03, 2021
CMI white paper puts the focus on the ever-growing area of MICs
Nov 03, 2021
Canada has declined in a global assessment of retiree wellbeing
Nov 03, 2021
What do 1 in 4 Canadians need to retire financially secure? A miracle!
Nov 03, 2021
CI Financial to acquire $4.1 billion private client RIA
Nov 02, 2021
How a TD ETF unearths 'rational growth'
Nov 02, 2021
CI Financial to acquire $4.1 billion private client RIA
Nov 02, 2021
Concerned about losing female clients when their partners are gone?
Nov 02, 2021
Wellington-Altus attracts $85 million from two minority partners to fuel growth
Nov 02, 2021
TDAM reshuffling leadership as CIO Vanderhooft steps down
Nov 02, 2021
CFA Institute unveils global ESG disclosure standards
Nov 02, 2021
Broadridge empowers advisors to make their mark with video
Nov 02, 2021
How COVID has eaten away at lower-income Canadians' finances
Nov 02, 2021
Time to remind clients about the money illusion?
Nov 02, 2021
Canadian asset manager goes independent thanks to new investors
Nov 02, 2021
Forstrong gets independent backing to buy out iA Financial stake
Nov 02, 2021
Canadians know more about finances than they think they do
Nov 01, 2021
Forstrong Global Asset Management purchases iA Financial Group's majority interest in firm
Nov 01, 2021
Canada's in a 'sweet spot' but don't expect same returns in 2022
Nov 01, 2021
How RBC partnership is helping advisors and clients prepare for aging
Nov 01, 2021
ESG rating system launched based on UN goals
Nov 01, 2021
Revealed: Wealth Professional's 5-Star Asset Managers
Nov 01, 2021
Ex-IIROC rep sanctioned over scheme to fund house renovation
Nov 01, 2021
Taking the post-COVID pulse of future financial professionals
Nov 01, 2021
Critics hope new cabinet will step in on drug-price overhaul
Nov 01, 2021
Pension plans gain in Q3, and COP26 challenges capital markets
Nov 01, 2021
Canadian pension plans gain thanks to volatility hedge
Nov 01, 2021
Capital markets failing to price in climate risks says KPMG