Site Map for February 2022

Date
Title
Feb 28, 2022
Paralympian turned advisor aims to grow flourishing business
Feb 28, 2022
Can ESG ETFs help portfolios during climate disasters?
Feb 28, 2022
Canadians trading more without knowledge of tax implications
Feb 28, 2022
Succession planning needed to bridge family office generation gap
Feb 28, 2022
Leadership team changes at Big Six bank
Feb 28, 2022
Elevating the value of critical illness insurance
Feb 28, 2022
New reporting requirements set for enhanced consumer protection
Feb 28, 2022
Equities down, commodities surge as Ukraine crisis dominates
Feb 28, 2022
Half of Canadians outpaced by rising cost of living
Feb 28, 2022
Women favour equities but their second choice may surprise you
Feb 25, 2022
How can workers be made to feel mentally healthy?
Feb 25, 2022
How simple act of recognition can help struggling employees
Feb 25, 2022
'How jam, dogs, and virtual walks preserved our company culture'
Feb 25, 2022
How can you foster client-family money discussions?
Feb 25, 2022
How will Russia's invasion of Ukraine impact client portfolios?
Feb 25, 2022
Why individual investors and professionals aren't aligned on returns
Feb 25, 2022
Wealthscope inks partnership with Ndex Systems
Feb 25, 2022
CPA Canada research shows fraud’s impact on Canadians
Feb 25, 2022
FAIR Canada urges action on handling consumer complaints
Feb 25, 2022
Canadian institutional investors respond to Russia sanctions
Feb 25, 2022
CFA Institute hopes to drive investment industry's cultural change
Feb 25, 2022
Higher fees could delay your clients' retirement by 4 years
Feb 24, 2022
Life insurers hit by rise in non-Covid-19 deaths
Feb 24, 2022
Do your clients know an RRSP is not a retirement plan?
Feb 24, 2022
Is momentum building in 'feel-good' investment category?
Feb 24, 2022
For crypto-curious clients, tax implications are an overlooked priority
Feb 24, 2022
Rising food costs have caused Canadians to change their purchasing habits
Feb 24, 2022
IFIC reveals fund industry sales in January
Feb 24, 2022
Would Bitcoin salaries have worked out for top-paid NFL stars?
Feb 24, 2022
Money markets react as Russia attacks Ukraine
Feb 24, 2022
Financial markets react as Russia attacks Ukraine in "dark day"
Feb 24, 2022
Scotiabank wants to get seniors talking money with their kids
Feb 23, 2022
'We buy our best ideas': how global fund targets world-class companies
Feb 23, 2022
Revealed: the power of Canada's largest residential MIC
Feb 23, 2022
Last chance to be named a top brokerage
Feb 23, 2022
How to protect a retirement portfolio amid volatility?
Feb 23, 2022
Purpose’s Longevity fund gets thumbs up from LifeWorks
Feb 23, 2022
Building your practice: a good transition is an advisor's legacy
Feb 23, 2022
What’s 2022 going to look like for tech sector?
Feb 23, 2022
Behind NaviPlan’s mission to empower financial futures
Feb 23, 2022
For QAFP high-achiever, award goes beyond personal pride
Feb 23, 2022
Four in 10 parents of young Ontario homeowners gave a financial assist
Feb 23, 2022
How do red tape costs compare between U.S. and Canadian businesses?
Feb 23, 2022
CI GAM announces updates to floating-rate fund
Feb 23, 2022
Rate rise could mean financial trouble for millions
Feb 23, 2022
Too many Canadians fear rate rise next week says MNP
Feb 23, 2022
Business activity suggests Canadian economy stalled last month
Feb 23, 2022
How many Canadians have life insurance? Survey reveals all
Feb 22, 2022
CI Financial nearly triples net income in fourth quarter
Feb 22, 2022
Bridging investors vow legal challenge as PwC scraps sale process
Feb 22, 2022
Expect more advisor investigations as regulators start CFR sweeps
Feb 22, 2022
How to invest in U.S. farmland? An investment advisor counts the ways
Feb 22, 2022
Last call to nominate for the 2022 Wealth Professional Awards
Feb 22, 2022
Ontario must be decisive on housing reform, says C.D. Howe
Feb 22, 2022
Experts say blocking crypto funding to protests won’t be easy
Feb 22, 2022
Young Investors reveal long-term financial goals
Feb 22, 2022
Five basics to know about inheritance taxes
Feb 22, 2022
Canadian funds raised more than $44bn in 2021
Feb 22, 2022
Canadian fundraisers had a busy 2021 but which firm led the pack?
Feb 22, 2022
Accelerated growth of CFP professionals as total tops 200,000
Feb 18, 2022
Purpose Investments eyes more innovation after bitcoin ETF success
Feb 18, 2022
A market neutral strategy that can reduce risk
Feb 18, 2022
After almost two years of elevated volatility, brace for more in 2022
Feb 18, 2022
‘We like to view ourselves as a REIT 2.0’
Feb 18, 2022
Emergencies Act puts banks in a predicament
Feb 18, 2022
Inflation heat is spreading faster across the economy
Feb 18, 2022
Ex-dealing rep banned permanently for fleecing foreign student
Feb 18, 2022
Institutional investors driving fast pace of ESG integration
Feb 18, 2022
Big investors willing to engage not divest to achieve ESG goals
Feb 18, 2022
New stats reveal how home price gains are still accelerating
Feb 17, 2022
Life and health insurers fighting fraud through powerful artificial intelligence
Feb 17, 2022
Will Microsoft return-to-office strategy set an example?
Feb 17, 2022
The new breed of bond stirring things up in sustainable debt
Feb 17, 2022
How bank is fostering better relationships with its Black customers
Feb 17, 2022
‘Will it hedge?’: Study stress-tests ETFs’ inflation-protection abilities
Feb 17, 2022
For TWM Group, client focus means taking a 360-degree view
Feb 17, 2022
Why the language of charitable giving is changing
Feb 17, 2022
Canadian financial firms are digging deeper into digital transformation
Feb 17, 2022
Manulife names global head of real estate, private markets
Feb 17, 2022
Harvest offers straightforward income alternative with new ETF
Feb 17, 2022
10 ways to increase your business cash flow
Feb 17, 2022
DIY platforms drive investment complaints to OBSI
Feb 17, 2022
Investment complaints to OBSI up 24% as part of record high
Feb 17, 2022
BoC says policy will be 'forceful' if necessary in tackling situations
Feb 16, 2022
How are Canadians changing their ETF useage?
Feb 16, 2022
Forget bank product shelves – let's push for open banking
Feb 16, 2022
Still early days in quest for Canadian ESG disclosure framework
Feb 16, 2022
‘We often forget just how big the world is,’ says crypto CEO
Feb 16, 2022
Federal government takes aim at Freedom Convoy funding
Feb 16, 2022
Majority of small businesses stand against most COVID restrictions
Feb 16, 2022
When should Canadian crypto owners watch out for the taxman?
Feb 16, 2022
Canadian banks given new powers to freeze protestors' funds
Feb 16, 2022
How long can Canada hold out as a pension-age outlier?
Feb 16, 2022
Manulife adds strength to global fixed income for growth ahead
Feb 15, 2022
Can chiropractic care make a difference in the workplace?
Feb 15, 2022
Capturing clean energy opportunities with a Harvest ETF
Feb 15, 2022
How to construct better climate change portfolios
Feb 15, 2022
'I don't lack for ideas': What's next for kitces.com?
Feb 15, 2022
Is your business a top brokerage?
Feb 15, 2022
DSCs in seg funds risk poor consumer outcomes, say regulators
Feb 15, 2022
Insolvent Canadians are carrying the most unsecured debt since 2016
Feb 15, 2022
Experts believe that the CRA should file Canadians' taxes automatically
Feb 15, 2022
BMO supports Black entrepreneurship with new fund
Feb 15, 2022
Bridging funds investors call for new investigation
Feb 15, 2022
Bridging Funds unitholders call for active manager to acquire funds
Feb 15, 2022
Canadians say they need larger retirement savings but may fail
Feb 14, 2022
Top advisor leaves CIBC Wood Gundy for Canaccord
Feb 14, 2022
Majority of companies targeted by malware pay the ransom
Feb 14, 2022
Why couples should love money management as much as each other
Feb 14, 2022
Why six-time WP award winner is taking a step back
Feb 14, 2022
‘We don’t talk about crypto’: time for wealth firms to change their tune?
Feb 14, 2022
The IIAC announces upcoming appointment of Tim Currie
Feb 14, 2022
CI Financial Corp names Sarah Ward to board
Feb 14, 2022
CPP announces investment in FNZ
Feb 14, 2022
What's been driving costs in group benefits?
Feb 14, 2022
Equitable Life unveils new critical illness benefit through partnership
Feb 14, 2022
Are NFTs the next big thing or just a fad?
Feb 14, 2022
As NFTs proliferate, is the investment risk just too big?
Feb 14, 2022
Don't rush back to physical meetings, clients may not want it
Feb 11, 2022
Invesco aims to achieve 'outsized growth' with new ETFs
Feb 11, 2022
Are your clients' estate documents in tune with new legal changes?
Feb 11, 2022
Why do new independent advisors see faster growth in 90 days?
Feb 11, 2022
CSA sets clearer anti-greenwashing guidance for ESG funds
Feb 11, 2022
Canadians unlucky in love may have a happy financial ending, says TD
Feb 11, 2022
CFIB welcomes federal extension to expanded lockdown benefits
Feb 11, 2022
Big Six banks launch new ETFs against rising rates
Feb 11, 2022
Brookfield considers asset management spin-off
Feb 11, 2022
Brookfield weighs standalone asset management business
Feb 11, 2022
Empire Life simplifies access to juvenile life insurance
Feb 10, 2022
Millennials' money values are shifting, despite a difficult reality
Feb 10, 2022
How asset manager tripled its business during pandemic
Feb 10, 2022
Litigation financing: an alternative investment in the good fight
Feb 10, 2022
Why advisors need to be equipped for strategic philanthropy
Feb 10, 2022
What would a post-Omicron COVID economy look like?
Feb 10, 2022
CI announces investment to advance crypto leadership position
Feb 10, 2022
Dean Kirkham appointed as Trez Capital's president
Feb 10, 2022
Manulife results show strength of wealth management unit
Feb 10, 2022
Wealth management helps drive record income for Manulife
Feb 10, 2022
Tech and healthcare remain top focus for cash says UBS
Feb 09, 2022
Richardson Wealth on a 'journey' to full diversity
Feb 09, 2022
Want to be forward-looking? Add gold, alternatives to portfolio, says PM
Feb 09, 2022
5-Star Brokerages: Who are the best in the business?
Feb 09, 2022
Bridging the communication gap in investment recommendations
Feb 09, 2022
Kudos from advisors reaffirms strength of Edward Jones' success formula
Feb 09, 2022
Poll finds openness and collaboration fuel Millennials' financial mojo
Feb 09, 2022
Laurentian Bank signs on to carbon accounting partnership
Feb 09, 2022
Mackenzie Investments launches new EM index ETF
Feb 09, 2022
Portfolio managers share risk and opportunity for year ahead
Feb 09, 2022
Wealth managers are warning about portfolio risk
Feb 09, 2022
Fraser Institute: Most lower-income families face higher income tax
Feb 08, 2022
Why advisors must work with next generation of business owners
Feb 08, 2022
What will it take to make fee-for-service planning more available?
Feb 08, 2022
CRA crackdown on 'carousel fraud' can harm innocent businesses: lawyer
Feb 08, 2022
Horizons pips Ninepoint in race for Canada-first carbon credit fund
Feb 08, 2022
Brompton adds US dollar option to preferred-shares ETF
Feb 08, 2022
Seven ways to prepare for retirement
Feb 08, 2022
Narrowing racial wealth gap will result in economic gains, says economist
Feb 08, 2022
Are FIs ready to cope with climate change risk?
Feb 08, 2022
Most FIs are not clear on how climate change may impact them
Feb 08, 2022
KPMG makes its first allocations in Canada to cryptos
Feb 07, 2022
Submit your nomination for the 2022 Wealth Professional Awards
Feb 07, 2022
Are your clients better off with RRSPs or TFSAs?
Feb 07, 2022
Unwrapping the investment case for NFTs
Feb 07, 2022
What are private investors thinking about?
Feb 07, 2022
TD says faster wage growth is 'just around the corner'
Feb 07, 2022
Lawsuit against Activision Blizzard raises questions about ESG scores
Feb 07, 2022
FP Canada declares top CFP exam candidates
Feb 07, 2022
Can working from home improve mental health?
Feb 07, 2022
Brain health in the hybrid workplace model
Feb 07, 2022
Canadian insolvencies decline in latest stats
Feb 07, 2022
Canadian insolvencies down 15% in the latest official stats
Feb 07, 2022
These precious metals are the best hedges according to a new study
Feb 07, 2022
Give all Canadians access to breakthrough cancer therapies, says report
Feb 04, 2022
Giving advisors lift-off towards independence
Feb 04, 2022
BMO PM reveals his best ETF picks for year ahead
Feb 04, 2022
Competing against big hitters is daunting, but exciting
Feb 04, 2022
OECD reports 30-year high in inflation
Feb 04, 2022
Many Canadians take a savings hit from holiday spending
Feb 04, 2022
2021 was a monster year for mutual funds
Feb 04, 2022
Strong start to 2022 for Canadian ETFs industry
Feb 04, 2022
Equities dominate as Canadian ETF inflows total $5bn in January
Feb 04, 2022
Canadian plans post strong returns in 7th straight positive quarter
Feb 03, 2022
Survey reveals more Canadians now view mental illness as a disability
Feb 03, 2022
Advisor banned for life for creating fake client accounts
Feb 03, 2022
Entries now open for 5-Star Brokerages 2022
Feb 03, 2022
70% of Canadians are worried about covering retirement costs
Feb 03, 2022
Why Gryphin Advantage expects to exceed its aggressive growth targets this year
Feb 03, 2022
What’s behind Canadians’ growing appetite for reverse mortgages?
Feb 03, 2022
Did the Bank of Canada waste its chance to tame inflation?
Feb 03, 2022
Evolve debuts enhanced-yield financials ETF
Feb 03, 2022
Croesus welcomes new VP and chief product officer
Feb 03, 2022
Smart investors may shun housing market says OSFI chief
Feb 03, 2022
Home prices could slump 20% in some markets warns OSFI chief
Feb 03, 2022
What FAs need to know about customer service in 2022
Feb 02, 2022
NEI Investments wants to help make a more sustainable world
Feb 02, 2022
What innovation is innovator Som Seif proudest of?
Feb 02, 2022
Little-used spousal RRSPs can still benefit some couples
Feb 02, 2022
How one advisor made the leap into fee-based financial planning
Feb 02, 2022
Elevating an overlooked area in the wealthtech space
Feb 02, 2022
Faced with rising inflation, many Canadians have no capacity to contribute to their RRSP
Feb 02, 2022
CI GAM introduces lowest-fee multi-crypto ETF
Feb 02, 2022
BKR Capital opens Montréal office
Feb 02, 2022
Overlooking women costing wealth industry $3 trillion in AUM
Feb 02, 2022
Male focus is costing global wealth industry $3 trillion in AUM
Feb 02, 2022
FP Canada moves to improve transparency in disciplinaries
Feb 01, 2022
Ex-advisor allegedly used clients' money to fund political campaign
Feb 01, 2022
Expect hawkish banks and more market volatility this year, says CIO
Feb 01, 2022
FNZ's Appway acquisition promises new dawn for client onboarding services
Feb 01, 2022
ETF industry enjoys record-high flows amidst pandemic woes
Feb 01, 2022
CFIB report shows no improvement in small business outlook
Feb 01, 2022
Canadian defined benefit pensions see solid returns
Feb 01, 2022
Everything you need to know about Registered Retirement Savings Plans
Feb 01, 2022
What are the big trends in ESG in 2022?
Feb 01, 2022
Shareholder activism among key drivers of ESG in 2022
Feb 01, 2022
Half of Canadian firms plan boost to finance teams in 2022
Feb 01, 2022
Toxic culture top reason for turnover, according to research
Feb 01, 2022
Burnout plaguing one-third of workers