Site Map for November 2023

Date
Title
Nov 30, 2023
Millions of Canadians facing retirement crisis warns Deloitte
Nov 30, 2023
Billionaires acquiring more wealth through inheritance than entrepreneurship, says UBS
Nov 30, 2023
Why Mackenzie is going bond-forward in 2024
Nov 30, 2023
A bespoke approach to tax loss selling
Nov 30, 2023
Young advisors welcome AI, but regulatory concerns restrict its use
Nov 29, 2023
Revealed: the Top 50 Leading Women in Wealth 2023
Nov 29, 2023
Fed officials hint at future policy, markets react
Nov 29, 2023
Helping clients Retire on Purpose
Nov 29, 2023
Top Female Financial Advisors in Canada | Top 50 Leading Women in Wealth 2023
Nov 29, 2023
Canadian women's philanthropy is soaring says TD Wealth
Nov 29, 2023
How do you value crypto assets? CFA Institute now has a guide for that
Nov 29, 2023
What role can private credit play in 'higher for longer' environment?
Nov 29, 2023
How Raymond James is staying on-mission with cross-border clients
Nov 29, 2023
Women, wealth building and belonging
Nov 29, 2023
CIBC's long and short strategies for Canadian housing explained
Nov 29, 2023
Canadian capital market trailblazer to retire
Nov 28, 2023
Three quarters of Canadians say this is the best long-term investment
Nov 28, 2023
Morgan Stanley's case for fixed income as interest rates "normalize"
Nov 28, 2023
How philanthropic Canadians can recycle their old life insurance policies
Nov 28, 2023
Grey divorces bring unique considerations, say Lerners lawyers
Nov 28, 2023
Canadian financial confidence after a difficult year revealed
Nov 28, 2023
Almost half of Canadians think your advice on retirement will cost too much
Nov 27, 2023
Changing firms in the second generation
Nov 27, 2023
Are guaranteed retirement income products looking good again?
Nov 27, 2023
Canadian stocks run hot, advisor explains why
Nov 27, 2023
Franklin Templeton Canada announces new real estate offering
Nov 27, 2023
Money market funds slammed on the brakes, latest IFIC stats reveal
Nov 27, 2023
'Inflation isolation' reflects Canadians' cost of living and debt challenges
Nov 27, 2023
Responsible Investing or investing responsibly?
Nov 27, 2023
Unearthing value opportunities in the unpredictable American equity terrain
Nov 24, 2023
Canada posts surprising retail statistics
Nov 24, 2023
IG Wealth takes 'glass half full' approach to 2024 outlook
Nov 24, 2023
FP Canada site helps consumers connect with financial planning professionals
Nov 24, 2023
What will CIRO's planned 'office of the investor' do for Canadian investors, advisors?
Nov 24, 2023
Why the status-quo workplace doesn't work for women
Nov 24, 2023
What expenses are Canadians willing to cut this holiday season?
Nov 24, 2023
$334 billion – the devil in the actuarial details
Nov 24, 2023
Most family business leaders fast-tracking succession plans
Nov 23, 2023
Shaping the future of financial advising, insights from the Advocis Symposium
Nov 23, 2023
Advisor sees “political posturing” and lack of “material action” in mini budget
Nov 23, 2023
Advisor says short-term multimillion AUM loss set clients up for long-term strength
Nov 23, 2023
Helping clients take on the coast FIRE challenge
Nov 23, 2023
Canada’s sustainable funds space saw outflows in Q3 … what does it mean?
Nov 23, 2023
Recession worries grip over four fifths of Canadian households
Nov 23, 2023
Wealth inequality is result of ‘pure randomness’: Study
Nov 23, 2023
Canadian household wealth to almost double in the next decade
Nov 23, 2023
Mackenzie launches four new ETFs, reopens access to mutual funds
Nov 22, 2023
What a weak consumer means for investors this holiday season
Nov 22, 2023
Do peaking interest rates mean good times for utilities stocks?
Nov 22, 2023
Why healthcare costs shouldn't be overlooked in holistic planning
Nov 22, 2023
Bitcoin is having a moment
Nov 22, 2023
Could CPP assets be wiped out by Alberta's withdrawal?
Nov 22, 2023
Wealthsimple launches third alternatives offering with royal connection
Nov 21, 2023
Inflation slowed down for a third straight month in October
Nov 21, 2023
Alberta's CPP exit proposal 'creates complexities we don't need'
Nov 21, 2023
What Wealthsimple's new ad with Martin Short can teach advisors
Nov 21, 2023
What's the next battlefront for Canada's ETF space?
Nov 21, 2023
OSFI seeks comments on crypto disclosures for banks, insurers
Nov 21, 2023
Citi initiates restructuring with significant job cuts
Nov 21, 2023
Fall Economic Statement: What do small businesses want to hear?
Nov 21, 2023
CRA slams intermediaries in $458 million pandemic support claw back
Nov 21, 2023
What is 'deep tech' and why is it now considered an established asset class?
Nov 21, 2023
How does withholding tax on RRSPs work?
Nov 20, 2023
Embracing transparency in financial advisory
Nov 20, 2023
Merging private real asset exposure with the liquidity perks of public markets
Nov 20, 2023
Sustainability and AI top 'must have' lists of investors
Nov 20, 2023
Kinvest partners with Capstone for rural Africa impact investment fund
Nov 20, 2023
How are advisors positioning crypto as Bitcoin skyrockets and FTX trial concludes
Nov 20, 2023
Mapping the risks and benefits of private markets for retail investors
Nov 20, 2023
How FTSE Russell sees indexes evolving into digital assets, ESG
Nov 17, 2023
Foreign investors pulled back from Canada in September
Nov 17, 2023
CFR implementation and crypto enforcement among proposed priorities for OSC
Nov 17, 2023
Scrap the carbon tax? 4 in 10 Canadians would while others would lower it
Nov 17, 2023
Can a 'beds and sheds' real estate strategy weather the looming recession?
Nov 17, 2023
How life insurance can help HNW clients saying goodbye to Canada
Nov 17, 2023
For high-net-worth women, their finances are more than personal
Nov 17, 2023
Overtrading cost thematic investors finds study
Nov 17, 2023
AIG, BlackRock, JPMorgan included on list of 'overpaid' CEOs
Nov 16, 2023
Editor's note: Clarity on WP awards and ranking lists
Nov 16, 2023
Can the rest of the market catch up with mega-caps now?
Nov 16, 2023
"The role of the financial advisor is not to solve the problem"
Nov 16, 2023
Market storms, recession fears putting retirement portfolios in focus
Nov 16, 2023
A client-first mindset for advisor tech adoption
Nov 16, 2023
Canada's holiday season to see tighter consumer budgets, tough times for retailers
Nov 16, 2023
Quebec is improving representation of women in investment funds industry
Nov 16, 2023
People who think like this are likely to have higher retirement savings
Nov 15, 2023
Mutual fund firm failed to spot leveraged investment mill, says CIRO
Nov 15, 2023
FP Canada proposes new rules to avoid conflicts of interest
Nov 15, 2023
Most Canadian parents say making a will is important, less than half have done so
Nov 15, 2023
“I can tell if my clients have anxiety within four minutes”
Nov 15, 2023
Could tech be getting out of the magnificent seven’s shadow?
Nov 15, 2023
How one advisor to the ultra-affluent successfully manages his practice
Nov 15, 2023
Philanthropic Canadians still unaware of life insurance opportunity
Nov 15, 2023
Most Canadian investors see a new regime in market behaviour
Nov 15, 2023
Debunking segregated funds myths
Nov 14, 2023
One more major financial firm announces layoffs
Nov 14, 2023
US arm of Canadian firm fined $175,000
Nov 14, 2023
Should Canadian REIT investors be worried about a US-style 'doom loop'?
Nov 14, 2023
Advisors can close $600,000 inheritance gap
Nov 14, 2023
What do today's higher interest rates mean for investors?
Nov 14, 2023
Canadians wish they knew more about their finances
Nov 14, 2023
Tax penalty on foreign assets held in Canadians’ retirement plans? It could happen
Nov 14, 2023
Meet the new head of enforcement at the AMF
Nov 13, 2023
"Technology does not have morals"
Nov 13, 2023
Top 1% increased their share of Canadian income to largest since 2015
Nov 13, 2023
Canadians' economic freedom has hit a new low, says Fraser Institute
Nov 13, 2023
How Nicola is adjusting its real estate strategy as rates stay high
Nov 13, 2023
How to attract physician clients
Nov 13, 2023
Avenue Living: creating defensibility and stability for alternative investors
Nov 13, 2023
Research finds life insurance-shaped hole in Canadians' estate plans
Nov 13, 2023
Canadians think they can't afford to invest sustainably, finds study
Nov 10, 2023
Giant bank goes old-school as hack bites
Nov 10, 2023
Cost of unpaid caregiving to create oversized burden for 8 million Canadians
Nov 10, 2023
Canaccord expands wealth planning footprint with Scottish acquisition
Nov 10, 2023
How a strict calendar drives sustainable success for one advisor
Nov 10, 2023
Private-market doors are opening for retail investors
Nov 10, 2023
Why financial imbalances won't keep women down
Nov 10, 2023
iA Financial Group makes addition to Boards
Nov 10, 2023
Why the stage is set for dividend-paying equities
Nov 09, 2023
There might be new reasons for your clients to sign a prenup
Nov 09, 2023
Why Michael Lee-Chin collaborated with MBM Holding of Dubai
Nov 09, 2023
If 'revenge travel' is over, where does that leave travel stocks?
Nov 09, 2023
UHT deadline extension a relief for confused taxpayers
Nov 09, 2023
Gen Z is smashing the taboo of talking to their parents about money matters
Nov 09, 2023
Canadians are tightening their belts for the approaching holiday season
Nov 09, 2023
University is costly enough today, but new parents better start saving now
Nov 08, 2023
Canada’s pressing need for high-density housing and how Equiton is part of the solution
Nov 08, 2023
ATB Wealth's tradition of excellence; celebrating the professional triumphs
Nov 08, 2023
Ex-dealing rep permanently banned, fined $100k
Nov 08, 2023
Advisor cautions against defense stocks despite short-term alpha
Nov 08, 2023
"The emotional side of things can't be ignored"
Nov 08, 2023
What are the challenges and opportunities in the Canadian wealth tech space?
Nov 08, 2023
Canadian millennials expect an inheritance, but may be shocked at what they get
Nov 08, 2023
Canadian teens are already focused on their financial future
Nov 08, 2023
Newcomers to Canada highly vulnerable to financial fraud, need advice
Nov 07, 2023
BCSC launches whistleblower program
Nov 07, 2023
Franklin Templeton Canada makes leadership change
Nov 07, 2023
LISTEN: Are Canadians too ashamed to talk about debt?
Nov 07, 2023
Canadians avoid getting debt help because of stigma, BDO Canada report shows
Nov 07, 2023
FP Canada hires former IG Wealth executive for new business development role
Nov 07, 2023
AMF's delegation of powers to CIRO a good first step
Nov 07, 2023
Why one advisor models his practice on the Four Seasons
Nov 07, 2023
Don't miss the chance to rate your wholesalers
Nov 07, 2023
Faith-based investing on the rise as world grows more chaotic
Nov 06, 2023
LISTEN: Canadian hedge fund placed into receivership
Nov 06, 2023
Canadian hedge fund Traynor Ridge placed into receivership
Nov 06, 2023
Counsel launches two new pools and adds leading money managers to roster
Nov 06, 2023
Why Japanese stocks are growing now, and could keep growing long-term
Nov 06, 2023
Changing firms after almost 30 years
Nov 06, 2023
"It's a new ballgame" Retirement thought leaders speak out
Nov 06, 2023
Insolvencies up sharply for consumers and businesses compared to last year
Nov 06, 2023
Canadian ETF flows increased in October as focus broadened from money markets
Nov 03, 2023
Are October's jobs numbers a turning point in BoC's inflation fight?
Nov 03, 2023
Are there seeds of private debt opportunity in the farming space?
Nov 03, 2023
When should an advisor become an educator?
Nov 03, 2023
Are investors in thematic funds doing it wrong?
Nov 03, 2023
Industry veteran takes aim to how banks offer structured notes
Nov 03, 2023
Markets may be challenging now, but long-term outlook appears brighter
Nov 03, 2023
A flexible approach to income and managing risk
Nov 03, 2023
LISTEN: Scotiabank departures, RBC agrees settlements, FTX founder jailed
Nov 03, 2023
Scotiabank shake-up: senior leadership changes at Canadian big six bank
Nov 03, 2023
RBC agrees multi-million-dollar settlements for alleged accounting failures
Nov 02, 2023
Former advisor banned for life, fined $75,000
Nov 02, 2023
The power of inheritance and strategic investing
Nov 02, 2023
What does the Federal Reserve's November hold mean for investors?
Nov 02, 2023
Middle East Conflict brings focus on weapons investing for ESG managers
Nov 02, 2023
How Franklin Templeton is reintroducing itself to Canadian Advisors
Nov 02, 2023
The ins and outs of life insurance for small businesses
Nov 02, 2023
Q wealth adds new partner firm, retirement specialists
Nov 02, 2023
LISTEN: CRA announces new CPP limits for 2024
Nov 02, 2023
CRA hikes CPP contributions threshold, introduces secondary limit
Nov 02, 2023
Canadian recession? Too soon to call says Scotiabank’s Derek Holt
Nov 01, 2023
Retirees' unexpected health care costs is a warning to younger Canadians
Nov 01, 2023
Debt is reaching a critical stage for millions of Canadians, say Advocis members
Nov 01, 2023
Fed makes rate decision
Nov 01, 2023
LISTEN: Canadian hedge fund investigated over finances
Nov 01, 2023
HISA ETFs might not be dead yet
Nov 01, 2023
Can bond volatility ETFs last long-term?
Nov 01, 2023
With brand refresh, century-old mutual company reaffirms client focus
Nov 01, 2023
Behavioural biases in advisor-client relationships may be worse now, study reveals
Nov 01, 2023
OSC halts hedge fund amid up to $95M broker losses, manager's sudden death
Nov 01, 2023
Why investing in alternatives is no longer an alternative but a golden opportunity
Nov 01, 2023
Pay rise or pension? What your business clients should know about their teams