Site Map for April 2023

Date
Title
Apr 28, 2023
The retirement savings gap
Apr 28, 2023
'I've found the best ideas come from advisors'
Apr 28, 2023
Program is 'built by financial planners for financial planners'
Apr 28, 2023
Balanced portfolios: why diversification is key for investing success
Apr 28, 2023
Investor confusion dominates capital markets
Apr 28, 2023
LISTEN: CI Financial to sell stake in US firm; BCSC has new enforcement power
Apr 28, 2023
CI Financial to sell minority stake in US wealth management firm
Apr 28, 2023
BCSC to target lower-level rule breaking with 'speeding tickets'
Apr 28, 2023
Two more advisors leave First Republic for RBC
Apr 28, 2023
Investment management firm expands ETF lineup
Apr 28, 2023
Ninepoint gets BMO backing for credit fund growth
Apr 27, 2023
Building Your Team: The what, how and who of delegating
Apr 27, 2023
The CHIP Reverse Mortgage, a tax-friendly retirement solution
Apr 27, 2023
Why tech stocks are prudent for the discerning buyer
Apr 27, 2023
Why student housing is a buy and hold investment right now
Apr 27, 2023
A new voice joins Canada's national ETF industry association
Apr 27, 2023
Purpose Investments launches new U.S. Dollar Cash Management Fund
Apr 27, 2023
Why the Bank of Canada may prioritize inflation over rate cuts
Apr 27, 2023
LISTEN: Canadian cottages market driven by wealth transfer, lower prices
Apr 27, 2023
$1 trillion wealth transfer sparks Gen X cottage-buying surge
Apr 27, 2023
Your business owner clients are likely working harder than ever
Apr 26, 2023
Shifting from growth to value, will tech give way to financials?
Apr 26, 2023
Petition calls for extension of tax filing deadline amid CRA strike
Apr 26, 2023
Ontario Teachers' fund shifts investment strategy away from China
Apr 26, 2023
Why commercial real estate is a safe bet for banks
Apr 26, 2023
How advisor is growing AUM while slowly transitioning his business
Apr 26, 2023
No need to rethink RRIF withdrawals, says veteran advisor
Apr 26, 2023
Harbourfront names president for fund manager arm
Apr 26, 2023
LISTEN: Is it time to rethink early withdrawals for RRIFs?
Apr 26, 2023
Don't oversimplify complex RRIF withdrawal rules, new research suggests
Apr 26, 2023
Canadian mutual funds fall out of favour again while ETFs ignite
Apr 25, 2023
TCR rules no sweat for ETF firms, dealers and advisors face challenges
Apr 25, 2023
New one-pay-only par life insurance product is a shot in the arm for charity
Apr 25, 2023
The 60-40 portfolio needs a reboot. Are ETFs the key?
Apr 25, 2023
Millennial appetite for advice surpasses older investors
Apr 25, 2023
CapIntel reveals platform partnership with SEI Canada
Apr 25, 2023
MeetAmi elevates digital assets education with AmiLearn launch
Apr 25, 2023
LISTEN: New SRO gets a new name but what do you think?
Apr 25, 2023
New SRO finally gets a new name and logo, but one hurdle remains
Apr 25, 2023
FSRA exec to lead insurance body, oversee new seg fund rules
Apr 24, 2023
Is the 60/40 portfolio dead?
Apr 24, 2023
LISTEN: What's happening with Canadian home prices?
Apr 24, 2023
Canadian home price index drops more than in financial crisis
Apr 24, 2023
Behavioural biometrics and how they are helping to combat fraud
Apr 24, 2023
Rebrand refocuses firm on being one-stop shop for high net worth
Apr 24, 2023
How 'professional nagging' keeps clients' budgets in check
Apr 24, 2023
Charitable gifts: The power of education
Apr 24, 2023
How Taylor Swift's financial savvy saved her from the FTX debacle
Apr 24, 2023
RBC teams up with Conquest Planning platform
Apr 24, 2023
Bondholders of Credit Suisse file suit against Swiss regulator
Apr 24, 2023
Morningstar takes data-driven approach to ESG investments
Apr 24, 2023
Is it time for value investing?
Apr 21, 2023
FSRA boosts protection for life insurance customers with proposed amendment
Apr 21, 2023
'What happens to my investments if there's a nuclear war?'
Apr 21, 2023
Setting standards for financial advisors and financial planners in Ontario
Apr 21, 2023
Preparing for the worst: how the CRA strike could impact tax filing
Apr 21, 2023
W.A. Robinson Asset Management celebrates 40-year anniversary
Apr 21, 2023
TD Bank's short positions reach record highs, ORTEX stats shows
Apr 21, 2023
Japanese Stocks: the new frontier for foreign investors?
Apr 21, 2023
LISTEN: Gold heist at Pearson and what is 'pig butchering'?
Apr 21, 2023
Breaking: Canadian police probe $20 million Pearson gold heist
Apr 21, 2023
What is 'pig butchering' and why is it a top 3 risk for investors?
Apr 21, 2023
RBC launches new First Home Savings Account
Apr 20, 2023
BC man in hot water for unlicensed advice and trading
Apr 20, 2023
How liquidity crunch could impact life insurance industry
Apr 20, 2023
CSA and CCIR unveil enhanced total cost reporting rules
Apr 20, 2023
Less than half of Canadians say they understand their finances
Apr 20, 2023
Hotel investment fraud leads to $1.6 million in penalties
Apr 20, 2023
LISTEN: Financial planning is lacking among Canadian consumers
Apr 20, 2023
6 in 10 Canadians don’t understand their finances, study reveals
Apr 20, 2023
Should Canadian government workers be paid less?
Apr 20, 2023
Why millennial homeowners have an edge in retirement saving
Apr 20, 2023
Renewable energy infrastructure is 'where the puck is heading', says PM
Apr 20, 2023
BlackRock rebounding from last year's AUM decline
Apr 20, 2023
FP Canada introduces new certification for aspiring financial planners
Apr 19, 2023
How Manulife ETFs tap dividends and diversification to enhance returns
Apr 19, 2023
New financial advisor title is ‘giant whitewash rubber stamp’
Apr 19, 2023
Are retail investors still blind to private markets?
Apr 19, 2023
Separating interest-rate and credit exposure
Apr 19, 2023
BlackRock ends 60-40 portfolio in bold move
Apr 19, 2023
Mental health takes a hit amid economic uncertainty - Manulife
Apr 19, 2023
Apple enters banking world with high-interest savings accounts
Apr 19, 2023
LISTEN: Tax filers are hoping for an extension due to CRA strikes
Apr 19, 2023
CRA strikes creating confusion among procrastinating tax filers
Apr 19, 2023
Wellington-Altus hire's IG Wealth's high-net-worth expert
Apr 18, 2023
‘We are deeply disappointed,’ ARK says of Emerge ETFs trading halt
Apr 18, 2023
Why ‘stand by your plan’ is advisor’s mantra
Apr 18, 2023
Young Canadians are earning more than previous generations
Apr 18, 2023
Why clients fire advisors
Apr 18, 2023
‘Central banks are not paid to be too courageous’
Apr 18, 2023
Why there’s no free lunch in AI adoption
Apr 18, 2023
Why small businesses are particularly vulnerable to a CRA strike
Apr 18, 2023
LISTEN: World's wealthiest cities revealed
Apr 18, 2023
The world's top 10 wealthiest cities: are any in Canada?
Apr 18, 2023
How can AI be used ethically in financial services?
Apr 17, 2023
‘Put your guard up on equities to reduce recession risk’, says PM
Apr 17, 2023
Bridgewater Bank names new COO
Apr 17, 2023
iA Private Wealth welcomes new president
Apr 17, 2023
How can advisors help clients who want more sustainable investing
Apr 17, 2023
For 5-Star Wealth Tech firm, excellence starts with active listening
Apr 17, 2023
Horizons ETFs goes ultra short-term with new T-Bill offerings
Apr 17, 2023
How Purpose is widening the portal into private-asset universe
Apr 17, 2023
LISTEN: Sustainable investors may want to avoid these industries
Apr 17, 2023
250 companies may cause 73% of biodiversity impact say investors
Apr 17, 2023
Private equity professionals are expecting a tough year says S&P
Apr 14, 2023
ASC backs sanctions against ex-fund rep in ‘prank’ death case
Apr 14, 2023
Why good KYC is a natural defence against financial gaslighting
Apr 14, 2023
Stable Bank of Canada rate allows clients to brace for recession
Apr 14, 2023
Just over half of active funds underperformed their benchmarks in 2022
Apr 14, 2023
Exploring the future of ETFs: A look at the potential landscape
Apr 14, 2023
What's impacting Canada's economy right now?
Apr 14, 2023
LISTEN: Is it time Canada's retirement rules were updated?
Apr 14, 2023
RRIF rules are outdated and need reform says CD Howe
Apr 14, 2023
Canadian SMEs remain upbeat despite high cost of doing business
Apr 13, 2023
KM Business Information group acquires Powershift Communications Inc.
Apr 13, 2023
LISTEN: Which Canadian bank is under fire for fossil-fuel backing?
Apr 13, 2023
Why 'generation rent' are facing an uphill struggle to retirement
Apr 13, 2023
BoC rate decision helps, but households are still at risk warns CCS
Apr 13, 2023
Why 'patience is a virtue' for the BoC right now
Apr 13, 2023
How firm is offering a more secure, defensive, and differentiated investment strategy
Apr 13, 2023
Small firms, tax professionals believe CRA has got worse
Apr 13, 2023
Why trust is a critical component of sustainable investing for investors
Apr 13, 2023
Why energy sector exposure is still a good bet
Apr 13, 2023
Harvest expands listing with launch of two income ETFs
Apr 12, 2023
Emerge vows to continue despite CTO
Apr 12, 2023
Bank of Canada reveals latest interest-rate decision
Apr 12, 2023
LISTEN: Low income Canadians need your help; Bank of Mom & Dad cuts back
Apr 12, 2023
Financial services needs to do more for low-income Canadians
Apr 12, 2023
Bank of Mom and Dad has tightened lending for homebuying kids
Apr 12, 2023
How options strategies are protecting advisor's portfolio
Apr 12, 2023
Are we seeing the return of the stock-bond seesaw?
Apr 12, 2023
Can balanced ETF strategies rise from 2022 carnage?
Apr 12, 2023
Is Canada's economy about to take a turn for the worse?
Apr 12, 2023
RBC scoops up top advisory team from First Republic
Apr 12, 2023
TDAM and Epoch Investment Partners, Inc. join forces
Apr 11, 2023
Horizons ETFs names new CEO
Apr 11, 2023
Revealed: Wealth Professional’s 5-Star Brokerages 2023
Apr 11, 2023
Suite of Emerge ETFs hit with cease trading order
Apr 11, 2023
Canadians still can't transfer money due to Putin sanctions
Apr 11, 2023
What REIT cuts mean for the Canadian real estate industry
Apr 11, 2023
Best Wealth Management Firms in Canada | 5-Star Brokerages 2023
Apr 11, 2023
'There's no going back … it's too transformational'
Apr 11, 2023
Recession risk is increasing with stubborn inflation, says chief economist
Apr 11, 2023
LISTEN: What will the BoC do with interest rates this week?
Apr 11, 2023
Economists split on Canadian inflation but united on rate cuts
Apr 11, 2023
Canadian fintech lets you tap Cathie Wood, Warren Buffett for inspiration
Apr 11, 2023
Gryphin takes flight toward higher-net-worth advisor space
Apr 11, 2023
The rise and fall (and rise again) of crypto ETFs
Apr 11, 2023
2023 Federal budget analysis: smooth sailing for advisors
Apr 10, 2023
Federal budget measures put surplus stripping at risk
Apr 10, 2023
How advisors can protect clients against financial fraud
Apr 10, 2023
CapIntel wants to solve ESG investing's Catch-22
Apr 10, 2023
Why Bank of Canada is unlikely to cut interest rates
Apr 10, 2023
What's behind lacklustre performance of active fund managers this year?
Apr 10, 2023
Why US equity leadership is due for a shake-up in next business cycle
Apr 10, 2023
How Canadians are cutting back to make ends meet amid rising costs
Apr 10, 2023
LISTEN: ETFs are seeing an institutional allocation pivot
Apr 10, 2023
ETFs continue to grow among institutions, but pivots are clear
Apr 10, 2023
Has the NFT frenzy gone for good or are better times ahead?
Apr 06, 2023
Canada’s job market stays hot as U.S. jobless claims surprise
Apr 06, 2023
Will AMT hike affect the amount wealthy give to charity?
Apr 06, 2023
Can China's economic engine still drive global growth?
Apr 06, 2023
LISTEN: Tight budgets for households, tight inventory for housing
Apr 06, 2023
More Canadians dipping into their 'do not touch' savings accounts
Apr 06, 2023
Luxury home sales expected to rise in the second quarter
Apr 06, 2023
Can ETFs serve investors in uncharted market waters?
Apr 06, 2023
Why multinationals can add ballast to your portfolio
Apr 06, 2023
Beneva adds 'revolutionary tool' to group insurance offering
Apr 05, 2023
Advisors 'see the vision' behind Canada Life-IPC deal
Apr 05, 2023
Financial planning is like rock climbing - no two routes are the same
Apr 05, 2023
WP Awards 2023: Finalists revealed
Apr 05, 2023
Echelon and PI Financial combine forces in equal merger
Apr 05, 2023
Oil prices to breach hundred-dollar cap by year-end, says PM
Apr 05, 2023
Raising Canada's retirement age: does it really have to happen?
Apr 05, 2023
LISTEN: Canadian ETF flows on fire; Which Big Six bank is world's most shorted?
Apr 05, 2023
Canadian ETFs attract $7bn with financials gaining despite crisis
Apr 05, 2023
Future-focused firms outperform for shareholders says BCG
Apr 04, 2023
Why Evermore chose early retirement for its target-date ETFs
Apr 04, 2023
A 'transformative moment' for financial planning
Apr 04, 2023
The bank ETF riding the crest of a wave
Apr 04, 2023
Why major banks should disclose CEO-employee pay ratio
Apr 04, 2023
Financial barriers reshape views on retirement, H&R Block study shows
Apr 04, 2023
Trio merge to form Canada's market leader in crypto trading
Apr 04, 2023
LISTEN: Purpose launches innovative private assets platform
Apr 04, 2023
Purpose eyes alternatives shake up with innovative new platform
Apr 04, 2023
Canadian DB pensions funds growing stronger despite challenges
Apr 03, 2023
Are employers doing enough for worker’s mental health
Apr 03, 2023
Canada Life expanding its wealth presence with IPC acquisition
Apr 03, 2023
How new First Home Savings Account can help clients save for retirement
Apr 03, 2023
Is the industry ready for total cost reporting?
Apr 03, 2023
The Gryphin Advantage deepens leadership bench strength
Apr 03, 2023
ETFs' appeal rises as US advisors retreat from mutual funds
Apr 03, 2023
Will private credit place among the strongest in the alts space?
Apr 03, 2023
Focus welcomes Westcourt Capital as new partner firm
Apr 03, 2023
Canada Life makes charitable giving easier with first-of-its-kind product
Apr 03, 2023
LISTEN: Economy still expected to slow, Canadian net wealth declines
Apr 03, 2023
RBC: Surprise growth in January does not mean everything's rosy
Apr 03, 2023
Millions of Canadians saw record decline in net worth in 2022