Site Map for July 2022

Date
Title
Jul 29, 2022
Emerging markets can add more return and diversification to battered portfolios
Jul 29, 2022
Using tech to bridge the wealth personalization gap
Jul 29, 2022
Asset managers accelerating investment in ESG across asset classes
Jul 29, 2022
Small business confidence posts fourth straight monthly decline
Jul 29, 2022
Schroders names Investment Director, Sustainability
Jul 29, 2022
Canadian sustainable funds perform well amid global slowdown
Jul 29, 2022
Sustainable funds saw global slump in new money in second quarter
Jul 29, 2022
Self-certified investors to be treated more like accredited peers
Jul 28, 2022
When will the Fed’s hawkish interest rate hikes finally cool?
Jul 28, 2022
WP’s 2022 5-Star Advisors for Quebec and Western Canada revealed
Jul 28, 2022
Divulge owners of 97 offshore accounts, Royal Bank told
Jul 28, 2022
How investors can be impacted by actually-active passive ETFs
Jul 28, 2022
Climate for tactical allocation funds could be favourable this year
Jul 28, 2022
5-Star Advisors (Quebec and Western Canada) 2022
Jul 28, 2022
Benecaid and Green Shield Canada introduces Honeybee Select
Jul 28, 2022
​Major purchases on hold as Canadians' budgets tighten
Jul 28, 2022
Canadians put major purchases on hold as more report struggling
Jul 28, 2022
Family offices expect extreme volatility but remain bullish
Jul 27, 2022
June 2022 sees billions in investor withdrawals from Canadian mutual funds
Jul 27, 2022
Why Fed rate hikes call for rethinking portfolio construction
Jul 27, 2022
Why investors shouldn't forsake the energy transition opportunity
Jul 27, 2022
Search underway for industry's new class of female trailblazers
Jul 27, 2022
How to access NASDAQ 100 tech and communication funds
Jul 27, 2022
How one 5-Star Wholesaler achieved more than a decade of success
Jul 27, 2022
Despite record property values, older homeowners least likely to consider home equity
Jul 27, 2022
Additional Canadian Depositary Receipts now available from CIBC
Jul 27, 2022
Canadian ETFs join mutual funds in net redemptions
Jul 27, 2022
Sharp decline for Canadian pension plans as stock markets fall
Jul 27, 2022
BMO GAM experts share insights into 'rough ride' for ETF investors
Jul 26, 2022
Housing market downturn poses challenges for Canadian banks
Jul 26, 2022
How this award-winning advisor and his clients are building Guatemalan schools
Jul 26, 2022
Why dividend growers don’t deserve their ‘boring’ tag
Jul 26, 2022
Worries about inflation impact dampen most Canadians’ summer plans
Jul 26, 2022
Despite rising interest rates, Americans with money upped their borrowing
Jul 26, 2022
AGF finds new PMs for floating rate income fund
Jul 26, 2022
How can wealth advisors improve client engagement?
Jul 26, 2022
What does the average Canadian debtor look like?
Jul 26, 2022
What is the profile of a typical insolvent Canadian?
Jul 26, 2022
Data management and AI are the top wealth tech investments
Jul 25, 2022
Facts vs Fiction: Five myths of ETF liquidity and trading
Jul 25, 2022
Easing the return to the workplace
Jul 25, 2022
Best practices for hybrid work
Jul 25, 2022
Why advisors should be more optimistic in these tough times
Jul 25, 2022
How advisor moved from being called ‘Barbie’ to being a female trailblazer
Jul 25, 2022
How Manulife is helping to democratize real assets
Jul 25, 2022
Canadians caught between declining home prices and rising rents
Jul 25, 2022
Put short selling on the ESG investing table, say hedge fund managers
Jul 25, 2022
BlackRock launches model portfolios to improve women's investment outcomes
Jul 25, 2022
Research shows over 6% of children have long COVID
Jul 25, 2022
Breaking down insurance barriers for Canadians with diabetes
Jul 25, 2022
​RBC warns of historic housing market correction
Jul 25, 2022
RBC: Home prices to drop more than 12% in historic correction
Jul 25, 2022
Montreal firm's 'fintech makeover' for asset managers' due diligence
Jul 22, 2022
Lifetime ban for dealing rep who misappropriated senior clients' money
Jul 22, 2022
How COVID and recession uncertainty are impacting real estate alternatives
Jul 22, 2022
Brookfield Oaktree strengthens Canadian alternative options
Jul 22, 2022
B.C. increases tax on vacancy and speculation
Jul 22, 2022
Social media posts leave most millennials, Gen Zers feeling bankrupt
Jul 22, 2022
Turmoil in world markets slows expansion of ETF market
Jul 22, 2022
Surveying the changing landscape of venture capital
Jul 22, 2022
Recession is coming and only the fittest firms will survive​​
Jul 22, 2022
North America leads pessimistic outlook from finance professionals
Jul 22, 2022
PSP Investments announces former CPPIB exec as new CEO
Jul 21, 2022
How clients can benefit from rising CPI rates triggering a financial review
Jul 21, 2022
The worst may be over in markets, so what's the next move for portfolios?
Jul 21, 2022
What portfolio risks should advisors be paying attention to?
Jul 21, 2022
Money market fund activity increases in response to rising rates
Jul 21, 2022
Strategists anticipate recession in the second half of 2022
Jul 21, 2022
An ounce of recession may be necessary inflation cure
Jul 21, 2022
Health-care researchers warn of extreme heat's impact on mental health
Jul 21, 2022
​Canada's national home price index confirms widespread declines​​
Jul 21, 2022
Is now the time for real estate investors to cash in their chips?
Jul 21, 2022
How pandemic lessons are re-shaping asset management firms
Jul 20, 2022
Fraudster gets hit with lifetime ban from OSC
Jul 20, 2022
WPTV Special: For LePoidevin Group, success stems from thinking outside the box
Jul 20, 2022
BCSC scolds BMO for failure to supervise securities transfers
Jul 20, 2022
Despite growing recession fears, Canada has the brightest economic outlook for 2022
Jul 20, 2022
Why now is the best time to look at credit spreads and buy bonds
Jul 20, 2022
Nominations are now open for 5-Star Leading Women in Wealth
Jul 20, 2022
Time for wealth firms to revisit their AUM-based pricing models?
Jul 20, 2022
What's behind the Wealthbuilding Group's success?
Jul 20, 2022
Most younger Canadians' wills make charity part of their legacy
Jul 20, 2022
June brought a resurgence of U.S. sustainable funds inflows
Jul 20, 2022
Mackenzie bolsters alternatives commitment with training partnership
Jul 20, 2022
Why ​Canadian homeownership means making sacrifices
Jul 20, 2022
Canadians willing to relocate to afford a home, but not too far
Jul 20, 2022
More women among record high for Canadian angel investors
Jul 19, 2022
What do recent collapses mean for the broader cryptosphere?
Jul 19, 2022
Investors lost out on larger rewards due to poorly timed trades
Jul 19, 2022
Chinese use foreign money in bid to kick-start ETF market
Jul 19, 2022
Advocis names Catherine Wood as new board chair
Jul 19, 2022
Investors and advisors preparing for pain say Horizons ETFs polls
Jul 19, 2022
Diversified portfolios is key to managing today’s risks says Mercer
Jul 19, 2022
Bearishness spreads as outlook worsens for global economy
Jul 19, 2022
How higher recession odds have shifted the math for portfolio positioning
Jul 18, 2022
What are the ripest new client sectors to help you grow your business?
Jul 18, 2022
How is this rising star building her BIPOC business?
Jul 18, 2022
Financial giant fined millions for personal device misuse
Jul 18, 2022
Canada's income gap decreased thanks to pandemic assistance programs
Jul 18, 2022
Invesco waives management fee for floating-rate note index ETF
Jul 18, 2022
Digging deeper into the coverage gap for diabetic Canadians
Jul 18, 2022
Why does Canada have a lower COVID-19 mortality rate than the US?
Jul 18, 2022
Cross-border securities trading slows significantly​​
Jul 18, 2022
Canadian investors slam on the brakes on foreign securities
Jul 18, 2022
HNWIs are focusing more on alternatives, but which ones?
Jul 18, 2022
How much of an effect is inflation having on workers?
Jul 18, 2022
How many people are really fed up with their jobs?
Jul 15, 2022
Behavioural Finance 2.0: A framework for helping clients make better financial decisions
Jul 15, 2022
What's today's good news for your clients with defined benefit pension plans?
Jul 15, 2022
Why is Nicola Wealth this year's Employer of Choice?
Jul 15, 2022
What skills actually matter for future-focused investment professionals?
Jul 15, 2022
Bank of Canada's rate hikes could slow lenders' earnings growth
Jul 15, 2022
Even amid downturns, millennials seek more access to investment tools
Jul 15, 2022
Rich millennials have high confidence in advisors, survey shows
Jul 15, 2022
Canadian bank stocks fall following Wall Street earnings​
Jul 15, 2022
Who will serve on the CSA's new Investor Advisory Panel?
Jul 15, 2022
FTSE Russell launches new sustainable fixed income indexes
Jul 14, 2022
With rising bank rates and CPI, it’s time to up client communication, say advisors
Jul 14, 2022
Franklin Templeton isn’t done transitioning, despite winning book-end awards
Jul 14, 2022
Investors saved billions last year, thanks to record-low fund fees
Jul 14, 2022
Canada’s impact-focused institutional investors need more transparency, finds study
Jul 14, 2022
Lenders in high-potential reverse-mortgage market warned of risks
Jul 14, 2022
What the latest drug utilization trends can tell plan sponsors
Jul 14, 2022
Young Canadians more inclined to switch jobs over work benefits
Jul 14, 2022
MFDA imposed $4.3 million in fines amid increased proceedings
Jul 14, 2022
Number of Canadians living alone hits new high
Jul 14, 2022
​MFDA fines increased in 2021 but what were the main reasons?​
Jul 13, 2022
Bank of Canada reveals latest rate decision
Jul 13, 2022
Recession watch just one part of busy summer for markets
Jul 13, 2022
How to use a stakeholder lens to channel ESG investing
Jul 13, 2022
Nominations end this week for Rising Stars 2022 showcase
Jul 13, 2022
For Kathy McMillan, it’s all about relationships
Jul 13, 2022
Despite regulatory concerns, single-stock ETFs advance toward the market
Jul 13, 2022
Policy experts sound off against ‘double whammy’ for seniors
Jul 13, 2022
Purpose Investments unveils impact-focused core equity fund
Jul 13, 2022
What’s behind Empire Life’s latest insurance illustration innovation?
Jul 13, 2022
What's next for Canadian home prices?​
Jul 13, 2022
Canadian home prices decreased last quarter but remain elevated
Jul 13, 2022
Which Canadian bonds performed the worst in the second quarter?
Jul 12, 2022
How to prepare clients to spend 1/3 of their lives in a changing retirement world
Jul 12, 2022
Will a Bank of Canada rate hike mean more headaches for HELOC holders?
Jul 12, 2022
Time for wealth firms to change direction?
Jul 12, 2022
88-year-old brokerage veteran loses life in mass shooting
Jul 12, 2022
Rising costs and increased demand hit Canadian charities hard
Jul 12, 2022
A beginner's guide to real estate investing
Jul 12, 2022
Are financial services firm prepared for climate risk?​
Jul 12, 2022
Financial firms can't agree on how to address climate risk
Jul 12, 2022
Aussies have higher living standards than Canadians, why?
Jul 12, 2022
Are organizations back to normal after the pandemic?
Jul 12, 2022
What is the right way to show LGBT+ workers the organization cares?
Jul 11, 2022
What difference does it make if your client is a family business or business family?
Jul 11, 2022
How Guardian Capital helped solve a succession-planning problem
Jul 11, 2022
How CWB Maxium Financial builds bridges for advisor growth and independence
Jul 11, 2022
Most Canadians feeling good about their personal finances – for now
Jul 11, 2022
CAIS survey shows increasing need for access to alternative products
Jul 11, 2022
CIBC and Willful come together to help fill Canada’s will-writing gap
Jul 11, 2022
Medavie Blue Cross expands access to mental health care with Text Therapy
Jul 11, 2022
​Tough decisions for Canadian household budgets says MNP Debt​
Jul 11, 2022
FP Canada recognizes experience with new certification exemptions
Jul 11, 2022
Canadian households face deeper spending cuts, increased debt
Jul 08, 2022
MFDA issues lifetime ban for errant ex-dealing rep
Jul 08, 2022
The benefits of alternatives in these volatile times
Jul 08, 2022
How environmental retrofit will increase these REITs' returns
Jul 08, 2022
Midway through 2022, how has the Canadian ETF landscape changed?
Jul 08, 2022
Why confident young investors still need advisors in their corner
Jul 08, 2022
Provincial self-managed care program falling short amid rising costs
Jul 08, 2022
Growing recession fears dent Canadian dollar outlook
Jul 08, 2022
T. Rowe Price names new leaders at Canadian operation
Jul 08, 2022
Is Canada facing a recession and housing downturn?​
Jul 08, 2022
IIROC reports fewer complaints but bigger sanctions in 2022
Jul 08, 2022
RBC sees recession with $800bn lost in housing market decline
Jul 07, 2022
Fund provider reaches multi-million dollar settlement over regulatory charges
Jul 07, 2022
Is healthcare a safer portfolio bet heading into a recession?
Jul 07, 2022
Thomas Caldwell: 'I've known so many people who've done more than me'
Jul 07, 2022
Should investors watch out for ESG data revisionism?
Jul 07, 2022
How COVID led to a Great Bifurcation in retail real estate
Jul 07, 2022
Desjardins predicts 'bleak' future for household wealth in Canada
Jul 07, 2022
Advisors must act as firms' brand ambassadors to entice new talent
Jul 07, 2022
Sun Life Group Benefits clients now have access to virtual care EAP
Jul 07, 2022
​Canadians view retirement very differently from past generations​
Jul 07, 2022
New report shows Canadians' changing view of retirement
Jul 07, 2022
Impact investing gains favour but performance is a concern
Jul 06, 2022
The magic ingredients behind top advisory team
Jul 06, 2022
Portfolio picks: What do Dr. Pepper, Taco Bell, and UnitedHealth have in common?
Jul 06, 2022
Rising Stars nominations are still under way
Jul 06, 2022
How LePoidevin Group navigates the markets through a hands-on approach
Jul 06, 2022
What's happening in Quebec's real estate market?
Jul 06, 2022
Small business optimism continues slide in June
Jul 06, 2022
Surge in Chinese stocks revitalizes China ETFs
Jul 06, 2022
Empire Life Investments names new chief investment officer
Jul 06, 2022
​Fixed income surges for Canadian ETFs​
Jul 06, 2022
Canadian funds see swing to fixed income in rare month of outflows
Jul 06, 2022
New CIFSC list will boost transparency for responsible investing
Jul 05, 2022
'Vanished' ex-advisor fined whopping seven-figure sum
Jul 05, 2022
What does OSFI's update on home equity-based debt mean for leveraged investments?
Jul 05, 2022
With SOC 2 certification, Mako doubles down on commitment to client confidence
Jul 05, 2022
'I've never seen a new client come in with a retirement income plan'
Jul 05, 2022
Alternative investment firms seeking partners against cyber risks
Jul 05, 2022
Canada's lax regulation of ESG funds raises greenwashing concerns
Jul 05, 2022
Change coming to Fidelity's U.S. all-cap strategy
Jul 05, 2022
How do you manage family wealth transfers?
Jul 05, 2022
9 million Canadians resigned to being 'forever renters'
Jul 05, 2022
Taking a break from trading can badly impact returns says Citi exec
Jul 05, 2022
Millions of Canadians will never own a home​
Jul 04, 2022
FSRA moves to revoke exploitative couple's life insurance licenses
Jul 04, 2022
Why long-term investment focus pays off despite short-term pain
Jul 04, 2022
Are growth-focused wealth firms oblivious to their technological debt?
Jul 04, 2022
Financially literate Canadians more likely to feel empowered, finds survey
Jul 04, 2022
Most Canadian retail bank customers seek advice for failing financial health
Jul 04, 2022
Ninepoint Partners rejoins the NEO Exchange with a fixed income ETF
Jul 04, 2022
One in four long Covid patients report mental health decline
Jul 04, 2022
Ontario-based wealth business joins larger US firm​
Jul 04, 2022
Canadian wealth manager acquired by US firm with expansion plans
Jul 04, 2022
Fund manager awarded record $52m for firm's #MeToo claims
Jul 01, 2022
Are we entering the age of pay transparency?
Jul 01, 2022
Organizations taking business trips into the metaverse