Site Map for October 2023

Date
Title
Oct 31, 2023
Revealed: Wealth Professional's Top 40 under 40 Rising Stars for 2023
Oct 31, 2023
Jump in Canadian business banking satisfaction highlights power of good service
Oct 31, 2023
Canadian workers want financial planning in their benefits packages
Oct 31, 2023
LISTEN: Small businesses are happier with their banks
Oct 31, 2023
Can advisors meet the decumulation crisis?
Oct 31, 2023
Strategic portfolio defense amidst challenging environment
Oct 31, 2023
The Best Financial Advisors Under 40 in Canada | Top 40 Under 40 Rising Stars 2023
Oct 30, 2023
What divorcing clients should know before coming to the bargaining table
Oct 30, 2023
Canadian house prices to dip 5% before rebounding in the spring, says TD
Oct 30, 2023
Rate hike fright unlikely, but the Fed is no zombie on inflation
Oct 30, 2023
Where Canadian energy stands amidst global uncertainty
Oct 30, 2023
"I have spent my career searching for a firm that offers true independence"
Oct 30, 2023
Millennial ETF investors are more focused on fixed income than older investors
Oct 30, 2023
Financial impact of climate change is concerning Canada's business leaders
Oct 30, 2023
Raymond James achieves record net revenue, earnings
Oct 30, 2023
With so few Canadians getting financial education, no wonder they are struggling
Oct 30, 2023
Brighter future for small businesses even as cash flow creates tension
Oct 30, 2023
LISTEN: Canadian consumers could use more financial education
Oct 27, 2023
Bridging the Divide: The Advocis Symposium's role in shaping the future of financial advice
Oct 27, 2023
LISTEN: BMO leadership changes, NBC layoffs
Oct 27, 2023
More leadership changes at BMO Private Wealth
Oct 27, 2023
Want less stressed clients who trust you more? Model portfolios are the answer
Oct 27, 2023
The best Canadian bank stocks to invest in now
Oct 27, 2023
What expenses are tax deductible in Canada?
Oct 27, 2023
Mutual funds vs GICs: what every investor should know
Oct 26, 2023
Is North American household debt setting up another crisis?
Oct 26, 2023
Government Key to Resolving Canada's Real Estate Challenges
Oct 26, 2023
Forget Halloween, 3.4 million mortgage holders fear something scarier
Oct 26, 2023
Canadian small business sentiment hits lowest point since the pandemic began
Oct 26, 2023
Why young women need different investment strategies – experts
Oct 26, 2023
Open Banking - Why it’s great news for wealth professionals
Oct 26, 2023
LISTEN: Economists react to BoC rate pause
Oct 26, 2023
The Best REITs to Invest in Canada for 2023
Oct 26, 2023
Top 10 Performing Mutual Funds in Canada to Look at Now
Oct 26, 2023
What BoC decision means for markets, advisors, Fed
Oct 26, 2023
Gold moves higher, but is it all because of the Middle East?
Oct 26, 2023
CIRO handled more complaints in the past year, but what about enforcements?
Oct 26, 2023
Three generations of Canadians struggling to build wealth, says RBC report
Oct 26, 2023
What did top economists think of the BoC rate decision?
Oct 26, 2023
Responsible investing remains strong in Canada but there are concerns
Oct 25, 2023
We're making progress towards net-zero goal, insists CPP Investments
Oct 25, 2023
Bank of Canada announces interest rate decision
Oct 25, 2023
LISTEN: BoC to announce latest rates decision
Oct 25, 2023
Canadian economists are certain about what the BoC will do today
Oct 25, 2023
Canadian businesses say AI is a double-edged sword for cyber risk
Oct 25, 2023
Investing in BMO mutual funds
Oct 25, 2023
What you need to know about CIBC mutual funds
Oct 24, 2023
PM predicts disappointment from covered call bond ETFs
Oct 24, 2023
As cryptocurrencies move higher, one fund provider has shifted their strategy
Oct 24, 2023
How clients should have financial heart-to-hearts with their aging parents
Oct 24, 2023
"This industry is more of a meritocracy"
Oct 24, 2023
Dynamic Funds expands active ETF lineup
Oct 24, 2023
Working Canadians increasingly concerned about spiraling housing costs
Oct 24, 2023
New seg funds launched by Empire Life
Oct 24, 2023
LISTEN: New sustainable investing solutions from Canada Life
Oct 24, 2023
Canada Life boosts sustainable seg funds and mutuals line up
Oct 24, 2023
Canadian students are putting their financial and identity security at risk
Oct 24, 2023
Yields are near pre-GFC levels, but advisor says “we’ve faced this wolf before”
Oct 24, 2023
What a bearish outlook for CAD tells us about a Canadian recession
Oct 24, 2023
How investors can reap rewards from Canadian farmland
Oct 24, 2023
Why it’s still early days for retirement income planning in Canada
Oct 24, 2023
Are China’s red flags a concern for Canadian investors?
Oct 24, 2023
Russell Investments study highlights an unstoppable force in investments decisions
Oct 23, 2023
Canada will just dodge recession, but GDP impact of elevated rates seen to last
Oct 23, 2023
Money markets retain strength as mutual funds withdrawals escalate
Oct 23, 2023
Mortgages are a major concern as Canadians' financial health worsens
Oct 23, 2023
Wealth management market could more than double to $3.4 trillion by 2030
Oct 23, 2023
LISTEN: Mutual funds lose again as ETFs push forward
Oct 23, 2023
As conflict spikes oil prices, PM sees possible future risk
Oct 23, 2023
How women can lead in the intergenerational wealth transfer
Oct 23, 2023
Why failing the FIRE challenge isn't just about finances
Oct 23, 2023
Are house-rich clients missing opportunities from equity release schemes?
Oct 23, 2023
How much do Canadian households spend and on what?
Oct 23, 2023
With the latest interest rate decision two days away, homeowners are worried
Oct 23, 2023
Celebrating years of success
Oct 20, 2023
Premiers ask Trudeau for CEBA extension
Oct 20, 2023
Canada's banking regulator unveils new guidelines
Oct 20, 2023
Corporate portfolio "at 50% off" – Thomas Caldwell
Oct 20, 2023
LISTEN: 11 Canadian ETFs to be terminated
Oct 20, 2023
Emerge Canada urges investors to speak with FAs amid ETF terminations
Oct 20, 2023
Which firms are Canada's most valuable brands in 2023?
Oct 20, 2023
Why bank layoffs may set stage for strong 2024
Oct 20, 2023
Canadians co-purchasing homes "sure to run into conflict" without plan
Oct 20, 2023
Why the case for alternatives goes beyond 2022's market carnage
Oct 20, 2023
How inflation impacts insurance planning for physician clients
Oct 20, 2023
Canadians not impressed with unexpected bank fees, especially now
Oct 20, 2023
Cost of living surge has derailed retirement plans for millions of Canadians
Oct 19, 2023
Another Canadian financial firm announces mass layoffs
Oct 19, 2023
What earnings season means for valuations, clients
Oct 19, 2023
Canadian investors poured $11 billion into foreign shares, says Statistics Canada
Oct 19, 2023
LISTEN: Jobs cuts at Canadian big six bank
Oct 19, 2023
Global alternatives market set to reach $24.5 trillion, private credit AUM to double
Oct 19, 2023
Helping women clients navigate the rising tide of grey divorce
Oct 19, 2023
With China looking fragile, what’s in store for EMs?
Oct 19, 2023
More than half of Canadian households just $200 from not paying bills
Oct 19, 2023
Life insurance industry must innovate to handle $8 trillion wealth transfer
Oct 18, 2023
LISTEN: Ottawa makes OBSI sole ombudsman for banking complaints
Oct 18, 2023
OBSI to handle ALL bank complaints as Ottawa targets unfair treatment
Oct 18, 2023
How could Canada's retirement income system be improved?
Oct 18, 2023
Inflation is slowing in Canada, but where does that leave markets?
Oct 18, 2023
CIRO consideration under Ontario title regime raises questions, concerns
Oct 18, 2023
Three things have small business owners worried, but their advisors can help
Oct 18, 2023
Why culture is key to wooing women in Canada's wealth space
Oct 18, 2023
Weaker business outlook should keep BoC on hold despite pricing activity
Oct 18, 2023
Equisoft and VieFUND team up to enhance platform for advisors
Oct 18, 2023
How to make the most out of your spousal RRSP
Oct 18, 2023
At retirement “inflection point” advisors need to think about decumulation
Oct 17, 2023
Capital Markets Tribunal finds SRO overlooked evidence in $700k ruling
Oct 17, 2023
Why ATB Wealth is expanding beyond Alberta
Oct 17, 2023
Why advisors need to understand the "5 Ds" of the global economy
Oct 17, 2023
Can a virtual reality experience help financial planning?
Oct 17, 2023
Op-ed: Advisors cannot ignore alts and pretend to meet their fiduciary obligations
Oct 17, 2023
Global bank appoints former CIBC exec as Canada CEO
Oct 17, 2023
Windfall for Tourmaline shareholders amid $1.45 billion acquisition of Bonavista
Oct 17, 2023
LISTEN: Cost-conscious Canadians to cut holiday spending
Oct 17, 2023
Canadians to cut back on holiday spending amid weak economic sentiment
Oct 17, 2023
Quebeckers are financially stressed and want to cut their debt burden
Oct 17, 2023
Banker loses unfair dismissal case after sandwich expenses claim goes bad
Oct 16, 2023
Earning confidence as a woman in portfolio management
Oct 16, 2023
TD Bank could face $500-million class action lawsuit over pay
Oct 16, 2023
How to spend less time on admin, more time with clients
Oct 16, 2023
From KYC to KYP: how one advisor weaves responsible investing into his practice
Oct 16, 2023
Property taxes are out of step with CRE investors facing oversized costs
Oct 16, 2023
Canada's actively managed funds had a tough first half of 2023
Oct 16, 2023
LISTEN: Canadian economy has some tough times ahead
Oct 16, 2023
Rate cuts in April but Canadian economy to stagnate for now, says PBO
Oct 16, 2023
Canadians prove you're never too old to start a business
Oct 13, 2023
Decoding the steady wealth accumulation strategy
Oct 13, 2023
Where higher US inflation leaves rates, markets
Oct 13, 2023
Challenges ahead for retail-focused digital alts platform, says veteran advisor
Oct 13, 2023
Managing currency risk for cross-border clients
Oct 13, 2023
Are we witnessing the 'golden age' of private credit?
Oct 13, 2023
Mackenzie, Horizons, Dynamic launch a range of new Canadian funds
Oct 13, 2023
Preparing for the worst is helping small business owners feel positive
Oct 13, 2023
LISTEN: Employer benefits boost overall wellbeing says RBC
Oct 13, 2023
Canada's older millennials have weakest financial health says RBC
Oct 13, 2023
Natixis eyes expansion of Canadian investment services with new office
Oct 13, 2023
CRA's notice of assessment: everything you need to know
Oct 12, 2023
Advisor sanctioned for offering to compensate client
Oct 12, 2023
LISTEN: FSRA surveys consumers on advice and fees
Oct 12, 2023
How an RRSP calculator works [with real calculator you can use!]
Oct 12, 2023
How to invest in mutual funds
Oct 12, 2023
Why so many issuers just launched high yield bond ETFs
Oct 12, 2023
Vast majority of Canadians feel financially overwhelmed, finds new survey
Oct 12, 2023
National home price outlook downgraded amid sluggish third quarter
Oct 12, 2023
How much are clients willing to pay for your advice?
Oct 12, 2023
The dividend investment space has gotten more complicated
Oct 12, 2023
As his province’s population explodes, one advisor is helping clients make the right decision
Oct 12, 2023
Is owning a home in Canada now just for the rich?
Oct 12, 2023
Canadian economic outlook: Russell Investments strategist shares insights
Oct 11, 2023
August Canadian ETFs inflows increase
Oct 11, 2023
Fed minutes hint at next decision
Oct 11, 2023
LISTEN: AI is already having an impact on Canada's capital markets
Oct 11, 2023
OSC weighs 'transformative potential' of AI in capital markets
Oct 11, 2023
BMO Capital Markets announces new CEO as Dan Barclay retires after 32 years
Oct 11, 2023
Is the long-term case for Canadian energy better than it appears?
Oct 11, 2023
Should retirees draw from their RRIFs earlier?
Oct 11, 2023
Women in Wealth Management Summit returns to Toronto
Oct 11, 2023
Why Mackenzie is going nuclear on one set of portfolios
Oct 11, 2023
Canadian small business owners optimistic but increasingly seeking financial advice
Oct 11, 2023
Almost 20 million Canadians are lacking financial resilience, warns report
Oct 11, 2023
How to get a mutual funds licence in Canada
Oct 10, 2023
How a first-time home buyer can use the RRSP
Oct 10, 2023
Advisor fined $40,000, receives 1-year ban for sharing confidential client info
Oct 10, 2023
Big Six bank, insurance giant subsidiaries ink $100-million deal
Oct 10, 2023
As yields rise, do REITs still have a place?
Oct 10, 2023
Why there’s only ‘cautious optimism’ in Canada’s boomtown
Oct 10, 2023
LISTEN: Does jobs data suggest another rate hike this month?
Oct 10, 2023
Scotiabank: "Wages scream hike to BoC" but there's more data to come
Oct 10, 2023
More people have fortunes of $100 million or more, report reveals
Oct 09, 2023
How to minimize tax on RRSP withdrawals and how much those taxes will cost
Oct 09, 2023
RSP vs. RRSP: what’s the difference?
Oct 09, 2023
Why higher fees shouldn’t stop seg-fund conversations
Oct 09, 2023
CSA clarifies interim approach to value-referenced crypto assets
Oct 09, 2023
Counting the cost of financial stress on World Mental Health Day
Oct 06, 2023
FSRA's fee rule 'unfair' to CBs, says Advocis
Oct 06, 2023
As Canadians emigrate, one advisor sees opportunity
Oct 06, 2023
Why behavioural management starts with keeping yourself accountable
Oct 06, 2023
After CEBA deadline letdown, business owner clients must 'act now'
Oct 06, 2023
Is there a life insurance gap in affluent Canadians' estate plans?
Oct 06, 2023
New private fixed income leaders for SLC Management
Oct 06, 2023
Canadian income gap narrows but low income wealth declines
Oct 06, 2023
LISTEN: Fund investors satisfied with their advisors
Oct 06, 2023
Investor confidence in in products and advisors remains very high, IFIC poll reveals
Oct 06, 2023
Is Canada facing a future with fewer small business owners?
Oct 05, 2023
CIRO wins new powers from provincial authorities
Oct 05, 2023
"We think you can aim higher with your fixed income dollar"
Oct 05, 2023
Advising the adventurous: how this advisor builds travel plans for clients
Oct 05, 2023
How a family office handles intergenerational wealth transfers
Oct 05, 2023
How to thrive as a mother and wealth advisor
Oct 05, 2023
Obsiido launches alternatives solutions with advisors' platform next
Oct 05, 2023
Asset owners show commitment to ESG but struggle with implementation
Oct 05, 2023
LISTEN: SME optimism remains weak amid multiple challenges
Oct 05, 2023
What's the number one concern for Canada's small business owners?
Oct 05, 2023
Canadian oil prices set to rise in 2024, Deloitte says
Oct 04, 2023
LISTEN: CSA delays implementation of disclosures amendment
Oct 04, 2023
Disclosures in focus with CSA electronic delivery review, OSC exemption for FIs
Oct 04, 2023
Fidelity launches one-ticket global equity mutual fund
Oct 04, 2023
Royal Bank of Canada’s mutual funds: what you need to know
Oct 04, 2023
Can AI help deliver behavioural advice?
Oct 04, 2023
Why wealth advisors should invest in more alternative fixed income strategies
Oct 04, 2023
What young doctors want from a financial advisor
Oct 04, 2023
How should post-secondary students plan financially for the real world?
Oct 04, 2023
Is Canada’s condo market facing a correction as rates deter buyers?
Oct 04, 2023
Revolutionizing wealth tech: insights from industry leaders
Oct 04, 2023
FSRA’s 6-point plan to correct ‘troubling practices’ in life and health insurance
Oct 03, 2023
CIRO President on fees, flexibility for advisors
Oct 03, 2023
Why Vanguard believes in the 60-40 again
Oct 03, 2023
How RBC Wealth Management is handling inflation
Oct 03, 2023
Horizons, BMO, AGF get October ETF launches underway
Oct 03, 2023
Working Canadians report jump in financial stress and need urgent help
Oct 03, 2023
LISTEN: Canadian DB pension plans remain in good health
Oct 03, 2023
Canadian DB pension plans continue to defy the odds in challenging times
Oct 03, 2023
Sustainable investing remains key priority for institutional investors
Oct 02, 2023
LISTEN: Economists react to Canadian GDP stats
Oct 02, 2023
What's behind Blackstone's push into Canada?
Oct 02, 2023
BMO Private Wealth announces leadership changes
Oct 02, 2023
Dentists and physicians 'some of the most vulnerable' to interest rates
Oct 02, 2023
Why one fund provider has launched a 15% yield bond ETF
Oct 02, 2023
Why pro hockey players need a financial planning dream team
Oct 02, 2023
CD Howe Institute challenges Chrystia Freeland on "insidious tax effects" of inflation
Oct 02, 2023
OMERS partners with Goldman Sachs for private credit opportunity
Oct 02, 2023
GDP stats show higher rates are working, but BoC could hike again
Oct 02, 2023
A $40K raise? A third of Canadians would choose something else