Site Map for January 2022

Date
Title
Jan 31, 2022
Harbourfront names new executive managing director
Jan 31, 2022
Pandemic impact on personal finance a Tale of Two Cities, says advisor
Jan 31, 2022
Income tax deadlines are normalizing, but not all deductions are
Jan 31, 2022
Is the worst over for emerging markets in the fixed-income space?
Jan 31, 2022
AIMA applauds MFDA's proficiency rules for liquid-alt sales
Jan 31, 2022
DGAM offers new responsible investing ETF
Jan 31, 2022
Everything you need to know about non-fungible tokens (NFTs)
Jan 31, 2022
BMO to join Bill Gates' global climate-change action group
Jan 31, 2022
BMO is Canada's first firm to join Bill Gates' climate change group
Jan 31, 2022
Buying virtual real estate in the metaverse now has its own mortgage
Jan 31, 2022
Equitable Bank expands insurance lending options
Jan 28, 2022
Why oil is an 'incredibly target rich environment to create alpha'
Jan 28, 2022
Typical balanced portfolio 'a recipe for disaster,' says Forstrong CEO
Jan 28, 2022
Is detecting clients' cognitive decline tougher in a virtual world?
Jan 28, 2022
Fed 'virtually certain' to raise rates in March, says First Trust
Jan 28, 2022
How Dynamic LIVE in Conversation helps portfolio managers shape opinions
Jan 28, 2022
Hamilton ETFs launches enhanced Canadian financials ETF
Jan 28, 2022
New interval fund bolsters retail investor access to private markets
Jan 28, 2022
How can investors use ESG when the data is weak?
Jan 28, 2022
Canada's biggest public companies are lagging on ESG reporting
Jan 28, 2022
Wealth-X: World's ultra-wealthy led philanthropy growth in 2020
Jan 28, 2022
Canadians' life expectancy saw largest single-year decline in 2020
Jan 27, 2022
Last chance to nominate your 5-Star Advisors
Jan 27, 2022
'Our strategy is working … but we've only scratched the surface'
Jan 27, 2022
Why the Bank of Canada's rates stance didn't surprise advisors
Jan 27, 2022
Why no country will be immune to ESG data reporting
Jan 27, 2022
Mutual fund sales surged in 2021, says IFIC
Jan 27, 2022
Rising prices, supply chain disruptions top small-business concerns
Jan 27, 2022
CIBC lists new Canadian Depository Receipts
Jan 27, 2022
BoC gives 3 clear messages for the route ahead
Jan 27, 2022
3 things the Bank of Canada wants you to know
Jan 27, 2022
Why technology, media, and telecoms remain top portfolio picks
Jan 26, 2022
It's an 'absolute outrage' banks are putting themselves ahead of clients, says portfolio manager
Jan 26, 2022
Reverse mortgages deserve careful consideration, says Advocis
Jan 26, 2022
A few days left to nominate the best advisors
Jan 26, 2022
Why advisors should put health at the heart of planning conversations
Jan 26, 2022
Poll finds social pressures in the way of Canadians' future financial security
Jan 26, 2022
New study shows better financial positions but heightened stress for Canadians
Jan 26, 2022
Fidelity beefs up investment shelf for Canadian investors
Jan 26, 2022
How today's Canadian retirees view homeownership
Jan 26, 2022
Canadian retirees don't want to downsize but can they afford not to?
Jan 26, 2022
CD Howe: The problem with Canada's automatic tax filing plan
Jan 25, 2022
Manulife Bank announces new president and CEO
Jan 25, 2022
Why China policy could mean another year of supply chain issues
Jan 25, 2022
Some timely tax season reminders for self-employed clients
Jan 25, 2022
'If you can make it here, you can make it anywhere'
Jan 25, 2022
Franklin Templeton welcomes new Global Head of Sustainability
Jan 25, 2022
RBC Global Asset Management introduces five global portfolios
Jan 25, 2022
Mackenzie broadens Canadians' access to award-winning investment team
Jan 25, 2022
Canadian sustainable funds continue to grow and perform
Jan 25, 2022
Canadian investment in sustainable funds doubled last year
Jan 25, 2022
Canadian VC deals value post new record high amid global gains
Jan 24, 2022
A third of Canadians more worried about funding retirement
Jan 24, 2022
Rising rates will show if your advisor 'swims without a bathing suit'
Jan 24, 2022
We need a rate hike to tame 'quiet thief' of inflation, says advisor
Jan 24, 2022
Search continues for contenders ahead of the 2022 Wealth Professional Awards
Jan 24, 2022
What do rate hikes and inflation mean for healthcare stocks?
Jan 24, 2022
Wealthsimple inks partnership for new sustainable investment offering
Jan 24, 2022
Canadians' financial priorities shift as they look to their financial future
Jan 24, 2022
CapIntel-Equitable Life partnership to reinforce advisors' and clients' experience
Jan 24, 2022
Expansion for Brookfield's hedge fund business?
Jan 24, 2022
Is Brookfield expanding its hedge fund business to Europe?
Jan 24, 2022
Investors anxious over global economy but what is the biggest risk?
Jan 21, 2022
Search is on for leadership of new SRO
Jan 21, 2022
Warning signs when the market looks toppy
Jan 21, 2022
More than 90% of advisors got asked about crypto last year, finds survey
Jan 21, 2022
What should you look for in a financial advisor?
Jan 21, 2022
Small business clients want governments to find new COVID solutions
Jan 21, 2022
Is the U.S. primed for a period of boomflation?
Jan 21, 2022
Using tech to take on the ESG data challenge
Jan 21, 2022
For many Canadians, stigma a barrier to seeking financial advice
Jan 21, 2022
Invesco launches eight new ESG ETFs to expand Canadian Line-up
Jan 21, 2022
The financial struggle is real for Canadian families
Jan 21, 2022
Firms should prepare to address technicalities in client-focused reform changes: securities lawyer
Jan 21, 2022
Financial pressure on Canadian families is rising says Angus Reid
Jan 21, 2022
RE/MAX: Canadian homes are increasingly an attractive asset class
Jan 20, 2022
Expect six interest rate hikes this year, says portfolio manager
Jan 20, 2022
Stocks to continue value-versus-growth seesaw
Jan 20, 2022
How one family office is helping to shape young minds
Jan 20, 2022
The case for healthcare isn't just about COVID
Jan 20, 2022
Inflation heats up anew as domestic and global pressures mount
Jan 20, 2022
Global pandemic clouds business confidence
Jan 20, 2022
Franklin Templeton Canada offers sustainable portfolios for retirees
Jan 20, 2022
Consumer prices accelerate at highest rate since 1991
Jan 20, 2022
Do you really know what you think you know about ESG?
Jan 20, 2022
Canadians are willing to forego zero fees for more secure fintech
Jan 19, 2022
How your clients can benefit from a growing asset class
Jan 19, 2022
Why new vaccine fund is one to watch
Jan 19, 2022
'Can the world get off the COVID roller coaster?'
Jan 19, 2022
Why CI acquisition will propel Northwood growth plan
Jan 19, 2022
Small business confidence starts 2022 at a lowits lowest level
Jan 19, 2022
Purpose Investments introduces healthcare innovation ETF
Jan 19, 2022
High-cost drug coverage pool helps almost 28,000 Canadians in one year – report
Jan 19, 2022
Patricia Fletcher joins RIA as incoming CEO
Jan 19, 2022
Ontario's new COVID rebate program now open
Jan 19, 2022
Canadian financial services needs new skills
Jan 19, 2022
Sustainable finance is growing but do we have the skills to deliver?
Jan 19, 2022
Tech-savvy financial services firms are reaping the rewards
Jan 18, 2022
Entrepreneurs leaving Canada because of lockdowns, says CEO
Jan 18, 2022
Is the stage set for women advisors?
Jan 18, 2022
Chief economist optimistic about further economic recovery
Jan 18, 2022
How Alberta advisor helped his clients rise from the ashes
Jan 18, 2022
Why some firms are still scrambling after CFRs deadline
Jan 18, 2022
Credit card debt problems impact consumers' mental health
Jan 18, 2022
How 'new wave' of infrastructure unlocks investment opportunities
Jan 18, 2022
Securities regulators issue fresh crypto fraud warning
Jan 18, 2022
Who are Canada's outstanding advisors?
Jan 18, 2022
Canadian finance professionals are feeling burned out
Jan 18, 2022
Are you OK? Report reveals 4 in 10 industry pros at risk of burnout
Jan 18, 2022
TD launches 'next evolution' mobile trading app
Jan 17, 2022
Emerging markets offer 'idiosyncratic opportunities' but be cautious
Jan 17, 2022
How firm's new president plans to double AUM in five years
Jan 17, 2022
Why advisor succession isn't just an exit event
Jan 17, 2022
Now's not the time for new Capital Markets Act, says investor advocate
Jan 17, 2022
How can Canadians achieve financial wellness?
Jan 17, 2022
FSRA set to finalize consumer protection rule
Jan 17, 2022
C.D. Howe Institute CEO warns of impending higher rates
Jan 17, 2022
Canadians are getting more stressed about their finances
Jan 17, 2022
Canadians' confidence in personal finances at record low says MNP
Jan 17, 2022
Should the world's richest pay a 99% wealth tax in 2022?
Jan 17, 2022
When will the Bank of Canada raise interest rates?
Jan 14, 2022
'A core equity solution for investors': how Harvest assembled brand giants for one surefire ETF
Jan 14, 2022
How to buy stocks in Canada
Jan 14, 2022
Why investors' ETF interest will keep accelerating
Jan 14, 2022
Why are some firms lagging in the race for digital transformation?
Jan 14, 2022
IIROC publishes proposed amendments to protect Canadian investors
Jan 14, 2022
Ninepoint expands access to Bitcoin ETF
Jan 14, 2022
Scotia Responsible Investing ETFs launched on NEO opening
Jan 14, 2022
Further double-digit gains ahead for Canadian homes
Jan 14, 2022
Home price gains are far from over but where are the best returns?
Jan 14, 2022
Financial services risks resilience through weak IT report warns
Jan 13, 2022
How Beneva is navigating its ambitious integration journey
Jan 13, 2022
Why uranium offers great future energy exposure
Jan 13, 2022
Retiring just means 'putting new tires on an old car', says Moose Jaw advisor
Jan 13, 2022
How one advisor 'followed his gut' to help a client in cognitive decline
Jan 13, 2022
Why CFRs mean it's time for behaviour-based KYC
Jan 13, 2022
ONEX welcomes former TD head of private wealth
Jan 13, 2022
Canadians consider groceries and gas as top financial strains in 2022
Jan 13, 2022
Franklin Templeton bolsters shelf with global fixed-income strategy
Jan 13, 2022
Canadian advisors and clients are feeling bearish in 2022
Jan 13, 2022
Advisors and clients have turned bearish on most asset classes
Jan 13, 2022
Natixis IM is selling its 10 million-share stake in Fiera Capital
Jan 12, 2022
The numbers behind a record-breaking year for ETFs
Jan 12, 2022
How advisor is building for the future after doubling AUM
Jan 12, 2022
Why sustainability doesn't mean sacrificing fixed-income performance
Jan 12, 2022
Alternative asset manager Blue Owl alights on Canadian wealth space
Jan 12, 2022
COVID pandemic heightens Canadians' savings focus
Jan 12, 2022
Kizmet Impact Capital opens doors to purpose-driven investors
Jan 12, 2022
Evolve European Banks Enhanced Yield ETF starts TSX trading
Jan 12, 2022
How much would financial fraud cost your firm?
Jan 12, 2022
If your firm lost $1 to fraud, the actual cost would be almost $4
Jan 12, 2022
OBSI has three main priorities for the next five years
Jan 11, 2022
Former mutual fund rep banned and fined $500,000
Jan 11, 2022
CI Financial to acquire renowned Canadian multi-family office
Jan 11, 2022
Search under way for Canada's 5-Star Advisors
Jan 11, 2022
Manulife unveils real asset fund
Jan 11, 2022
Schroders announces appointment of Head of Sustainability, North America
Jan 11, 2022
Investors should look to China as the 'next positive catalyst for 2022'
Jan 11, 2022
No added value in extending transition, says Fiera Capital founder
Jan 11, 2022
How the fight against climate change has unlocked a new asset class
Jan 11, 2022
Passive ETFs took the spotlight in 2021
Jan 11, 2022
Securities regulators warn over threat of unregulated cryptos
Jan 11, 2022
Biggest threat to investors in 2022 revealed by securities regulators
Jan 11, 2022
Who would be a CFO in 2022 as pressure builds to deliver more?
Jan 10, 2022
IIROC suspends advisor over risky naked options strategy
Jan 10, 2022
Why biggest risk is market 'scaring itself' over central banks' reaction
Jan 10, 2022
What are your top investment predictions for 2022?
Jan 10, 2022
For most Canadians, prices of goods a bigger worry than interest rates
Jan 10, 2022
How Croesus is unlocking new possibilities for UMA users
Jan 10, 2022
How could inflation and stagflation hit key sectors?
Jan 10, 2022
Fidelity to add bitcoin exposure to asset-allocation funds
Jan 10, 2022
Two sentenced in Toronto for investor fraud
Jan 10, 2022
Fraudsters who scammed 1,900 people guilty of 'economic violence'
Jan 10, 2022
Alleged $12 million Ponzi scheme mastermind can't be found
Jan 07, 2022
IG appoints new financial planning unit head
Jan 07, 2022
Will defined benefit pension plans face headwinds in 2022?
Jan 07, 2022
Entries now open for WP's second annual 5-Star advisors
Jan 07, 2022
Seven tips to help you choose your broker
Jan 07, 2022
BCSC settles with mining execs over trade disclosure failures
Jan 07, 2022
Record ETF inflows in 2021 says National Bank
Jan 07, 2022
Record ETF inflows but mutuals and savings also gained in 2021
Jan 07, 2022
Softer months ahead for Canadian oil predicts Deloitte
Jan 06, 2022
Permanent ban, $1 million fine for errant ex-advisor
Jan 06, 2022
WPTV Special: ‘This job is about building relationships with people’
Jan 06, 2022
Why chief investment strategist is optimistic about 2022, but concerned about 2023
Jan 06, 2022
How megatrend-based thematic investing helps you look forward, not back
Jan 06, 2022
Nominations open for in-person Wealth Professional Awards 2022
Jan 06, 2022
The untapped value of supporting workers' retirement readiness
Jan 06, 2022
OSC announces appointment of new executive director
Jan 06, 2022
Albertans continue to feel impact of tax bracket creep in 2022
Jan 06, 2022
Fed signals rate rises and IIROC fines Canaccord over fees
Jan 06, 2022
Fed turns hawkish on rate rising intensifying treasury sell-off
Jan 06, 2022
IIROC fines Canaccord $157K over overcharging of client fees
Jan 05, 2022
It's a great time to help clients think about their philanthropy
Jan 05, 2022
PM is 'cautiously optimistic' about finding good returns in '22 while protecting against headwinds
Jan 05, 2022
Challenging new wealthtech frontiers in 2022
Jan 05, 2022
CI ends 2021 with US$115-billion U.S. wealth milestone
Jan 05, 2022
CFIB speaks out against new Ontario business restrictions
Jan 05, 2022
The wealthiest keep getting wealthier despite the pandemic
Jan 05, 2022
Canada's best paid CEOs make 191x more than average workers
Jan 05, 2022
New record as 10 super-rich people exceed $100bn fortunes
Jan 04, 2022
Five growth themes to watch in Canada's digital economy
Jan 04, 2022
How can you help clients keep their new year's financial resolutions?
Jan 04, 2022
Why Canada's 2022 growth doesn't hinge on high-income households
Jan 04, 2022
Could cutting China out be good for EM portfolios?
Jan 04, 2022
Equities in favour, but watch for inflation risks: Russell Investments
Jan 04, 2022
Is an emerging ESG vocabulary the key to stamping out greenwashing?
Jan 04, 2022
Why investment firms need a clear return-to-work policy
Jan 04, 2022
Theranos CEO guilty of investor fraud and Canadians plan to cut debts
Jan 04, 2022
Canadians plan to slash debts amid rising inflation says CIBC
Jan 04, 2022
Large enterprises will help drive digital currencies forward