Site Map for December 2021

Date
Title
Dec 23, 2021
What does Purpose's CIO think 2022 has in store for investors?
Dec 23, 2021
What were your top three investment highlights from 2021?
Dec 23, 2021
Taking a closer look at Canadian ETFs' record-breaking year
Dec 23, 2021
How hybrid wealth automation is helping advisors navigate COVID-19
Dec 23, 2021
MFDA to review firms' DSC activity before ban
Dec 23, 2021
Why zero-commission trading could end up hurting DIY investors
Dec 23, 2021
Nearly half of young Canadians optimistic on personal finances
Dec 23, 2021
Inflation and supply chain issues set to endure in 2022
Dec 23, 2021
What are the big concerns for global CEOs in 2022?
Dec 23, 2021
Societal changes mean refocusing for financial planners in 2022
Dec 22, 2021
How to enhance client relationships and become a referral magnet?
Dec 22, 2021
How fund displays firm's full array of investment skills
Dec 22, 2021
What comes after the great REIT-opening?
Dec 22, 2021
Ontario urged to hold off on revised Capital Markets Act
Dec 22, 2021
Foreign investors piled $28 billion into Canada last year
Dec 22, 2021
Industry offers fresh guidance amid Omicron travel fears
Dec 22, 2021
Canada's small business desperately need more help
Dec 22, 2021
Canadian businesses call for help as Omicron hits revenues
Dec 22, 2021
Canadian CRE is looking stronger in 2022 says Morguard
Dec 21, 2021
'We're the biggest firm you've never heard of in Canada', says Q Wealth founder
Dec 21, 2021
Why clients find new KYC requirements invasive
Dec 21, 2021
Housing affordability dips to worst in 31 years, says RBC economics
Dec 21, 2021
Mutual fund sales reach $7.5 billion in November
Dec 21, 2021
$26 million in government payments misdirected last year
Dec 21, 2021
Don't let Ontario's title protection add to regulatory confusion, IIAC says
Dec 21, 2021
IIROC guidance embeds ESG in KYC
Dec 21, 2021
How Citi sees portfolio positioning for 2022
Dec 21, 2021
Citi: More normal markets ahead but doing nothing isn't an option
Dec 21, 2021
Finances keep Canadians awake so why aren't they getting help?
Dec 20, 2021
Are you looking at the right factors when you invest?
Dec 20, 2021
A day in the life of an advisor … seven years later
Dec 20, 2021
How Conquest-Worldsource partnership marks an inflection point for MGAs
Dec 20, 2021
Business owners' plea: make restrictions a last resort
Dec 20, 2021
Canadian ETFs showcased resilience amid COVID turbulence
Dec 20, 2021
Baskin Wealth selects Appway to digitize its client onboarding process
Dec 20, 2021
BMO makes a big push into wealthy US market
Dec 20, 2021
BMO expands US footprint with US$16bn Bank of the West deal
Dec 20, 2021
Regulator urges banks to stress test borrowers for rate rises
Dec 17, 2021
Canadian banks hold off return-to-office schemes
Dec 17, 2021
TRREB pans Toronto City Council's 'unsustainable' investor tax proposal
Dec 17, 2021
The high price of going green: Is greenflation here to stay?
Dec 17, 2021
Could countries' pandemic management bolster the case for ESG?
Dec 17, 2021
Are futures the way forward for ESG-minded commodity investors?
Dec 17, 2021
Boom time ahead for private markets?
Dec 17, 2021
Private markets to see significant momentum says State Street
Dec 17, 2021
CRA must try harder says Canada's Taxpayers' Ombudsman
Dec 16, 2021
Feds revisiting travel ban on African countries as Omicron spreads
Dec 16, 2021
Episode 13 – Do advisors need to calm return expectations for 2022?
Dec 16, 2021
Settlement agreement reached in Desjardins privacy breach case
Dec 16, 2021
Are you big in Japan? Why there are hit stocks to be found
Dec 16, 2021
Do you know how to do an ETF tax harvest?
Dec 16, 2021
Rethinking estate planning: Leveraging HomeEquity's CHIP Reverse Mortgage
Dec 16, 2021
Making wealth management a woman-friendly field
Dec 16, 2021
What's ahead for Canadian REIT investors in 2022?
Dec 16, 2021
How are pensions treated when married spouses separate in Ontario?
Dec 16, 2021
Pascal Wealthtech snaps up digital advisor engagement company
Dec 16, 2021
Fiscal update earns tempered praise from small businesses
Dec 16, 2021
Survey finds fewer Canadians in a gift-giving mood
Dec 16, 2021
Toronto asset manager expands US footprint again
Dec 16, 2021
CI Financial expands again with US wealth management firm deal
Dec 16, 2021
Are Canadians embracing open banking and fintech?
Dec 15, 2021
Five steps to help you save for retirement
Dec 15, 2021
It's going to be tough to replicate the returns of 2021, says portfolio manager
Dec 15, 2021
How the COVID-19 pandemic has held a mirror up to philanthropy
Dec 15, 2021
Wellington-Altus eyes tech edge with Envestnet partnership
Dec 15, 2021
AGF Investments names head of alternatives
Dec 15, 2021
Canada's median house price to near $1 million in 2022
Dec 15, 2021
House price gain of 10% will push median price nearer $1 million
Dec 15, 2021
Hiring intention for financial services among strongest for 2022
Dec 14, 2021
Ontario urged to adopt portable benefits plan model
Dec 14, 2021
'We want to be the default expert in portfolio construction'
Dec 14, 2021
Focus on client's financial goals not products, says advisor
Dec 14, 2021
Do you need a tool to help clients accept your portfolio suggestions?
Dec 14, 2021
OSC staff not immune to confidentiality restrictions, say Bridging Finance lawyers
Dec 14, 2021
Protect consumers against DSC arbitrage, urges investor advocate
Dec 14, 2021
Planswell widens access to financial planning software
Dec 14, 2021
Global ETF inflows smash US$1-trillion ceiling
Dec 14, 2021
Accelerate spruces up its carbon-negative bitcoin ETF offering
Dec 14, 2021
TD combines environment and D&I with green bond
Dec 14, 2021
TD claims Canadian first with green bond led by diverse syndicate
Dec 14, 2021
Financial institutions have a huge role in crypto adoption says Visa
Dec 13, 2021
Episode 12 – Rob Tetrault's investing highlights of 2021
Dec 13, 2021
How TDAM is taking real estate and infrastructure ETFs to the next level
Dec 13, 2021
Why China won't be a source of volatility in 2022
Dec 13, 2021
'Alternative mutual funds deserve to be in the toolbox'
Dec 13, 2021
Mutual fund firm to pay BCSC six-figure sum over sales incentives
Dec 13, 2021
Most Gen Z Canadians cling to dreams of homeownership
Dec 13, 2021
Why prime office assets are set for gains in 2022
Dec 13, 2021
Why investing in offices has not been killed off by work-from-home
Dec 13, 2021
A surprising asset that grows faster than gold, stocks, and bonds
Dec 12, 2021
U.S life insurance claims rise at quickest pace since 1918 pandemic
Dec 10, 2021
How much should you have in an emergency fund?
Dec 10, 2021
'We don't take it lightly that 35,000 Canadians need our distributions'
Dec 10, 2021
B.C. senior loses home over $10,000 in unpaid property taxes
Dec 10, 2021
Ontario must prove commitment to investors, says FAIR Canada
Dec 10, 2021
Businesses are confident, but their recovery remains at risk
Dec 10, 2021
U.S. DOJ puts Deutsche Bank on notice over ESG complaint
Dec 10, 2021
What's ahead for Canadian house prices in 2022?
Dec 10, 2021
Will 2022 see house prices drop? Experts give their views
Dec 10, 2021
Fitch: Risks for Canadian banks means outlook is neutral
Dec 09, 2021
Empire Life inks healthcare navigation partnership
Dec 09, 2021
When will the Bank of Canada announce rate hikes?
Dec 09, 2021
OSC broke confidentiality, allege lawyers for ex-Bridging Finance CEO
Dec 09, 2021
Why confidence in Canada's banks won’t fade soon
Dec 09, 2021
Former Alberta dealing rep lied to hide money mischief, says MFDA
Dec 09, 2021
Looming inflation threat casts uncertainty over 2022, says AGF CEO
Dec 09, 2021
Individual investors must be careful of tripwires in 2022
Dec 09, 2021
It's early days for CFR, but how has the US equivalent fared?
Dec 09, 2021
Are your clients ready for risks in 2022?
Dec 08, 2021
How an active preferred share ETF is delivering for clients at TDAM
Dec 08, 2021
What worries me the most are the risks we don't see, says SVP
Dec 08, 2021
Do you really want to change the world with ESG investing?
Dec 08, 2021
'A perfect storm': why the time is right for Next Edge Capital's new commodities fund
Dec 08, 2021
OSC makes temporary changes to service commitments
Dec 08, 2021
Canada Life paves sustainable investing path for Canadian workers
Dec 08, 2021
Mandatory shots for Canada's banking workers?
Dec 08, 2021
Canadian banking teams set for mandatory vaccination
Dec 08, 2021
Canadians have become less generous says Fraser Institute
Dec 08, 2021
Most investors want an energy transition – but not just any transition
Dec 08, 2021
Empowering the next stage of digital transformation in life insurance
Dec 07, 2021
Big Six bank agrees to pay $125 million in class action settlement
Dec 07, 2021
Welcome to the future of digital media
Dec 07, 2021
Two 20-year-olds offering financial literacy point way to future advising
Dec 07, 2021
'This was our year': How to win in the Dragons' Den
Dec 07, 2021
Puppet advisor in hot water for role in stealth advice scheme
Dec 07, 2021
Can a speculation tax cure the 'insanity' in Toronto real estate?
Dec 07, 2021
IIROC issues pre-approvals guidance for associate PMs
Dec 07, 2021
Third Eye Capital announces credit income fund
Dec 07, 2021
Wealth transfer by 2030 will be larger than annual GDP of China
Dec 07, 2021
Study reveals the clients who will make the best decisions
Dec 07, 2021
Curiosity pays off
Dec 06, 2021
On the up: how Harvest's unique Travel ETF has taken to the skies in 2021
Dec 06, 2021
WPTV Exclusive: Demanding new approaches for the new reality
Dec 06, 2021
CI swoops again to acquire US$6 billion wealth manager
Dec 06, 2021
How CFRs have helped company triple in size
Dec 06, 2021
Why Canadians' financial confidence is still shaky heading into 2022
Dec 06, 2021
What do roaring oil prices mean for Canadian investors?
Dec 06, 2021
Canadian ETFs haul in $5.4 billion in November
Dec 06, 2021
Biotech rout leaves some hedge funds battered
Dec 06, 2021
Fidelity introduces bitcoin ETF and mutual fund
Dec 06, 2021
First and second COVID waves noticeably impacted individual claims
Dec 06, 2021
1 in 4 Canadians overspent in recent sales
Dec 06, 2021
Canadians facing higher debts in 2022 as 1 in 4 overspent in sales
Dec 06, 2021
Bitcoin had a bad weekend and may not be the best crypto in 2022
Dec 03, 2021
Putting everything in good order: inside Appway's fight against the NIGO problem
Dec 03, 2021
How do you pick a good cryptocurrency fund?
Dec 03, 2021
Canada's securities regulators to give retail investors a stronger voice
Dec 03, 2021
Horizons ETFs unveils thematic fund partnership
Dec 03, 2021
Purpose continues its crusade to democratize crypto
Dec 03, 2021
Canadian philanthropists want proof their cash is making an impact
Dec 03, 2021
Omicron is a big focus now, but investors were already rattled
Dec 03, 2021
What's behind the rise of Canada's 'disruptive philanthropists'?
Dec 02, 2021
No handicap for new entrants in innovation race, CLHIA urges FSRA
Dec 02, 2021
Top concerns of family office clients: wealth disclosure to children
Dec 02, 2021
'No better time than now': how Avenue Living is building on its momentum with strategic US expansion
Dec 02, 2021
How Desjardins is positioning to be Canada's climate change financial leader
Dec 02, 2021
TD's new DIY sentiment index shows energy tops material sector
Dec 02, 2021
Reverse mortgages essential for most mass affluent retirees, study says
Dec 02, 2021
Big Six banks expand investment offerings
Dec 02, 2021
FMI welcomes former CFA president and CEO
Dec 02, 2021
Canadian home prices set to jump further in 2022?
Dec 02, 2021
Home prices set to rise another 9% in 2022 says RE/MAX Canada
Dec 01, 2021
NEO Exchange unveils Canadian ETF intelligence platform
Dec 01, 2021
Advisor's secret to success: 'be a first adopter, then make incremental adjustments'
Dec 01, 2021
How to identify a socially responsible future $1 billion company
Dec 01, 2021
Five ways to contribute while serving on a non-profit board
Dec 01, 2021
Purpose Investments unveils new crypto world firsts
Dec 01, 2021
TDAM ETFs designed for future-focused investors
Dec 01, 2021
Helping to fill the insurance gap for young Canadian self-starters
Dec 01, 2021
OSC to review big banks' curbs on third-party products
Dec 01, 2021
OSC to review big banks limiting access to third-party products
Dec 01, 2021
Mixed fortunes for financial services in latest Canadian GDP