Site Map for July 2023

Date
Title
Jul 31, 2023
Why sandwich-generation stresses are weighing on retirement plans
Jul 31, 2023
Canadian VC recovered in the second quarter but fintech investment floundered
Jul 31, 2023
Scotiabank hires RBC exec as group head for global wealth management business
Jul 31, 2023
What's the Canadian bond market telling investors right now?
Jul 31, 2023
Fiera Capital strengthens leadership team for EMEA and Asia growth
Jul 31, 2023
Invesco Canada focuses on current macroeconomic environment for new
Jul 31, 2023
The power of personalisation in the advisor-client relationship
Jul 28, 2023
How talking about'the 'B word' can help clients fight summer FOMO
Jul 28, 2023
Where does investing rank in Canadians' most-wanted financial advice?
Jul 28, 2023
Clients with young kids? Here’s what it's going to cost them for childcare
Jul 28, 2023
PRI urges Canadian investors to consider ESG in provincial and municipal bonds
Jul 28, 2023
Global VC investment muted despite surge for generative AI
Jul 28, 2023
LISTEN: Bounceback for Canadian VC
Jul 28, 2023
LISTEN: Canadian bond investors urged to think ESG
Jul 28, 2023
How does the Alternative Solutions Provider of the Year separate itself from the pack?
Jul 28, 2023
For Advisory Team of the Year, success started with thinking small
Jul 27, 2023
Is the CHIP Reverse Mortgage the solution to a stress-free retirement?
Jul 27, 2023
Are retail investors ready for the private-market portfolio revolution?
Jul 27, 2023
Former Russell Investments Canadian CEO to join Third Eye Capital
Jul 27, 2023
Nicola Wealth boosts advisory team with senior trio from Gluskin Sheff
Jul 27, 2023
LISTEN: BoC says it will be cautious on next rate hikes
Jul 27, 2023
Morningstar data reveals a sharp pullback for sustainable funds in second quarter
Jul 27, 2023
How much do Canadian families pay for public healthcare insurance?
Jul 26, 2023
Advisor who defrauded Canadian NHL stars back in court
Jul 26, 2023
Edward Jones named in potential Canadian class action
Jul 26, 2023
Former advisor faces $70,000 fine over trove of pre-signed client forms
Jul 26, 2023
Federal Reserve reveals latest interest-rate decision
Jul 26, 2023
Foresters Financial announces leadership transition
Jul 26, 2023
Sun Life swoops to acquire health and wellness platform
Jul 26, 2023
Leadership shakeup at Wellington-Altus with key exec departing
Jul 26, 2023
Do you know a female trailblazer in wealth management?
Jul 26, 2023
Billionaire PE boss and soccer club owner indicted over 'brazen' insider trading
Jul 26, 2023
Why the FHSA isn't just a homeownership game-changer
Jul 26, 2023
Broadridge names new president to oversee growth of Canadian business
Jul 26, 2023
CI GAM enhances money market ETF offering with two new funds
Jul 26, 2023
LISTEN: Recession in 2023 less likely say wealth professionals
Jul 26, 2023
Is the risk of recession now receding? These wealth pros think so
Jul 26, 2023
BC industry veteran appointed to lead financial advisors body
Jul 25, 2023
Take off, TikTok! Advisors still Americans' top source for financial advice
Jul 25, 2023
Tax law changes expand mandatory disclosure rules for business transactions
Jul 25, 2023
'Never lose sight of the client-centric mandate'
Jul 25, 2023
Canadian FSB channel is lacking female advisors, missing a huge opportunity
Jul 25, 2023
Police warn Canadian crypto investors may be at risk from home invasions
Jul 25, 2023
Divergence widens between Canadian ETFs and mutual funds, IFIC stats reveal
Jul 25, 2023
Canadians think they are protected against fraud but lost $16 billion in 5 years
Jul 25, 2023
LISTEN: Latest Canadian investment fund stats revealed by IFIC
Jul 24, 2023
Rental properties: a safe harbour amid interest rate uncertainty
Jul 24, 2023
Canada's Online News Act creates confusion – and opportunity – for advisors
Jul 24, 2023
Three Canadian ETF heavyweights join the board of CETFA
Jul 24, 2023
Canadian crypto trading trio complete merger, appoint key executives
Jul 24, 2023
Worldsource Wealth Management announces new automated marketing partnership
Jul 24, 2023
LISTEN: Why rates will likely stay higher despite slower sales growth
Jul 24, 2023
Canada's consumer spending has slowed, but don’t expect the BoC to cut rates
Jul 24, 2023
Who's holding $3 billion that your business-owner clients really need?
Jul 24, 2023
Lower volatility, high yield with ultra-short bonds
Jul 21, 2023
How fixed-income pain can turn into a tax-planning gain
Jul 21, 2023
Why ETFs are gaining pension plan exposure
Jul 21, 2023
Rule breakers be warned: the BCSC's teeth just got sharper
Jul 21, 2023
Canadian pension funds well placed to weather incoming storms, says Fitch
Jul 21, 2023
LISTEN: BCSC now has greater enforcement powers
Jul 21, 2023
Advisors have seen exponential client growth... and it's not over yet
Jul 21, 2023
Oil may be out of favour – but if it's in your portfolio, you need to be choosy
Jul 20, 2023
Lifetime ban, $145k fine for dealing rep who stole from client
Jul 20, 2023
Revealed: the 5-Star Best Wealth Advisory Teams in Canada
Jul 20, 2023
Planning for the 40% of retirements that occur without warning
Jul 20, 2023
Best Wealth Management Teams in Canada | 5-Star Advisory Teams 2023
Jul 20, 2023
More people fear home payment struggles due to BoC rate hikes
Jul 20, 2023
It's time to rethink retirement with $2m savings says Scotiabank economist
Jul 20, 2023
LISTEN: Homeowners and renters fear impact of rate hikes
Jul 20, 2023
Why investors shouldn't wave off recession risks just yet
Jul 20, 2023
Back to the financial future: Canadians want their kids to avoid the same mistakes
Jul 20, 2023
What’s going on with Canada's luxury real estate markets?
Jul 19, 2023
OSFI defers timelines on HISA ETF guidance
Jul 19, 2023
Financial planning for a Hollywood strike
Jul 19, 2023
Finding a worthy successor is 'last best thing advisor can do for clients'
Jul 19, 2023
First-of-its-kind financial summit aims to provide forum for new advisors
Jul 19, 2023
Working with a financial planner bolsters financial resilience, says study
Jul 19, 2023
Canadian funds prove that active management outperformance doesn't endure
Jul 19, 2023
High-net-worth clients may be easy to get and just as easy to lose, study reveals
Jul 19, 2023
Wills and estate laws: how does one prepare for death?
Jul 19, 2023
What next for rates? Economists react to slowing pace of Canadian CPI
Jul 19, 2023
Advisor fined $30K for due diligence failure as client loses in options trading
Jul 19, 2023
LISTEN: Economists react to Canadian CPI stats
Jul 18, 2023
What's behind Forstrong's foray into the Canadian ETF space?
Jul 18, 2023
For young Canadians, by young Canadians: how two advisors are making a difference
Jul 18, 2023
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years
Jul 18, 2023
Young people far more likely to invest in ETFs than over 55s says Invesco
Jul 18, 2023
LISTEN: Global ETFs could reach $6tr AUM by 2030
Jul 18, 2023
Foreign investors snap up more than $11bn in Canadian securities
Jul 18, 2023
Frustration as taxpayers still pursued by CRA over Covid-related overpayments
Jul 17, 2023
What's changed in the retirement income planning space?
Jul 17, 2023
Caldwell offers early to mid-career advisors more supportive conditions to soar
Jul 17, 2023
New BlackRock ETF models debuted in Canada as part of RBC GAM alliance
Jul 17, 2023
Are we set for a bonds bonanza?
Jul 17, 2023
CRA should respect taxpayers representation rights says Ombudsperson
Jul 17, 2023
How to keep junior advisors from washing out before they get started
Jul 17, 2023
Housing market cracks starting to emerge says Desjardins economist
Jul 17, 2023
Alternative fund managers says regulation is their biggest concern right now
Jul 17, 2023
LISTEN: What's the outlook for Canadian home prices?
Jul 17, 2023
Unsure what clients want? Science can help
Jul 14, 2023
'Each crisis gives you a chance to learn new things', says award-winning firm
Jul 14, 2023
How to walk clients back from costly travel decisions
Jul 14, 2023
Now is the time to have exposure to underperforming sectors in the North American equity markets
Jul 14, 2023
Estate denied $218K life insurance as deceased was committing a criminal offence
Jul 14, 2023
Canadian home prices hold up well nationally despite declining activity
Jul 14, 2023
LISTEN: Changes ahead for QAFP financial planner certification
Jul 14, 2023
FP Canada announces significant change to QAFP exam and reveals pass rate
Jul 14, 2023
Investors open to using ChatGPT to pick their investment portfolios
Jul 13, 2023
Go beyond great and beyond finances to deepen client relationships
Jul 13, 2023
'I think that central banks should exercise more patience'
Jul 13, 2023
Fidelity Canada partners with Brookfield to offer private real estate opportunities
Jul 13, 2023
Aretha Franklin's estate planning deserves no respect
Jul 13, 2023
BoC forecasts should be 'on the fiction shelves' says Scotiabank economist
Jul 13, 2023
Most Canadians say top-rate income tax is too high and wealthy shouldn't pay more
Jul 13, 2023
LISTEN: Are BoC forecasts a work of fiction as one economist suggests?
Jul 12, 2023
Bank of Canada unveils latest rate decision
Jul 12, 2023
How award-winning advisory team is augmenting HNW service with video
Jul 12, 2023
For ETF innovator, Wealth Professional award win isn't just personal
Jul 12, 2023
What should cottage owners be thinking about now?
Jul 12, 2023
LISTEN: Could one of Canada's banks be heading for a sale?
Jul 12, 2023
Crypto investors may be looking at the wrong data when making decisions
Jul 12, 2023
Asset managers under pressure despite rebound from worst AUM drop in a decade
Jul 12, 2023
Rising interest rates, retirement and 'shrinkflation' among Canadians' key concerns
Jul 12, 2023
2023 on course to be worst for Canadian IPOs says CPE Analytics
Jul 11, 2023
How PM's eight-step behavioural finance process routinely beats the market
Jul 11, 2023
Should higher buffer requirements bother Canadian bank investors?
Jul 11, 2023
Walking the talk: How Avenue Living brings sustainable investing to life
Jul 11, 2023
Recession unlikely, but markets should brace for a bumpy landing
Jul 11, 2023
Insolvent Canadians hit a new record high as debt chokes household budgets
Jul 11, 2023
Judging portfolio diversification in the second half of 2023
Jul 11, 2023
LISTEN: Canadians remain concerned about inflation and recession
Jul 11, 2023
Canadians keep saving as recession fears rise says TransUnion
Jul 11, 2023
Fantasy game playing card set to make Canadian a multi-millionaire
Jul 10, 2023
CIRO wants to shake up how industry proficiency is measured
Jul 10, 2023
Canadian CRE investment remains slow says Altus Group
Jul 10, 2023
How John Nicola's 'share the pie' philosophy will help him step back
Jul 10, 2023
What's stressing out high-net-worth clients right now?
Jul 10, 2023
Is there any chance of a BoC rate pause or did jobs data seal the deal?
Jul 10, 2023
Equity ETFs rebounded in June with inflows close to fixed income level
Jul 07, 2023
How rising interest rates have rocked real estate investors
Jul 07, 2023
'We loved building our business, but also love helping advisors build theirs'
Jul 07, 2023
Western Canada or East Coast: Which wealth managers' clients are most satisfied?
Jul 07, 2023
Canadian wealth firms partner to launch Shariah-compliant mutual fund
Jul 07, 2023
What do regulators expect from Canada's crypto asset funds?
Jul 07, 2023
Horizons ETFs claims lowest-cost Canadian bank ETF
Jul 06, 2023
Reverse mortgage versus HELOC for retirement
Jul 06, 2023
Will incoming tax rules spark a rush of family business transfers?
Jul 06, 2023
How female trailblazer targets financial literacy in the arts
Jul 06, 2023
$4 million crypto scam not a scam, but a warning for you and clients
Jul 06, 2023
Strong first half for markets forces advisors to defend pessimistic outlooks
Jul 06, 2023
Fengate hires private equity executive from CPP Investments
Jul 06, 2023
Global wealth slips for first time in 15 years but set for rebound
Jul 06, 2023
Sagard secures long-term capital investment for growth
Jul 06, 2023
CI GAM distribution head to retire 30+ years after joining firm's mailroom
Jul 05, 2023
CI GAM cuts money market fund fees significantly
Jul 05, 2023
Canada's DB pension plans resilient but must prep for headwinds
Jul 05, 2023
How veteran advisor helps clients achieve financial confidence
Jul 05, 2023
There's a whole world out there in alternatives, says CEO
Jul 05, 2023
Reducing barriers to lifetime retirement income
Jul 05, 2023
Canadian businesses optimistic but most expect recession
Jul 05, 2023
Is there investment value in Bitcoin?
Jul 05, 2023
Gap between Canada's haves and have nots has widened
Jul 04, 2023
Will new AMT proposals crimp Canadians' charitable giving?
Jul 04, 2023
LISTEN: Is it time to change how investment industry proficiency is measured?
Jul 04, 2023
LISTEN: Lower fees for CI GAM funds announced
Jul 04, 2023
LISTEN: CSA sets out guidance for crypto asset funds
Jul 04, 2023
LISTEN: Sagard announces new strategic partners for growth
Jul 04, 2023
Equities resilience boosts 60/40 rebound says BMO economist
Jul 04, 2023
RBC completes sale of asset servicing business in Europe
Jul 04, 2023
LISTEN: Why 60/40 is back in favour
Jul 04, 2023
How award-winning young achiever launched White Coat Financial during pandemic
Jul 04, 2023
Sun Life Global Investments recognition reflects successful advisor outreach, says VP
Jul 04, 2023
Why investors trust advisors and what they need from you today
Jul 04, 2023
NEI Investments boosts impact offering with new funds