Site Map for January 2024

Date
Title
Jan 31, 2024
US Federal Reserve makes key interest rate decision
Jan 31, 2024
CanFirst Capital Management's strategic successes; overcoming real estate challenges with resilience
Jan 31, 2024
Clients with advisors are not that interested in investing, survey reveals
Jan 31, 2024
Hamilton Lane reflects growth with new senior appointment in Toronto
Jan 31, 2024
Pushing innovation forward at one of Canada's largest ETF issuers
Jan 31, 2024
After 'critical errors' on immigration, what's the upshot for Canada?
Jan 31, 2024
Why Horizons launched a USD HISA ETF as 100% liquidity rule takes effect
Jan 31, 2024
Last chance to be a 5-Star Wealth Tech Provider
Jan 31, 2024
Time to see artificial intelligence through an RI lens?
Jan 31, 2024
Financial vulnerability is growing among Canadian households
Jan 30, 2024
Why the Fed won't cut tomorrow, and won't cut in March (probably)
Jan 30, 2024
Canadian ETF industry icon Kevin Gopaul is relishing his second act
Jan 30, 2024
How to help clients get over TCP phobia
Jan 30, 2024
Entries are now open for Canada's top advisors
Jan 30, 2024
Canadians found lying about finances at higher rates than Americans, Australians
Jan 30, 2024
Top Canadian pension funds begin expansion into private credit
Jan 30, 2024
Will REITs continue to roil investors in 2024?
Jan 30, 2024
Inside the Fed's head: experts predict tone of Wednesday's meeting
Jan 30, 2024
Aviso gets regulatory green light to merge two dealer firms
Jan 29, 2024
“A market friendly presidency” – advisors weigh in on Trump’s possible return
Jan 29, 2024
Why advisors should take on clients from the wrong side of the income gap
Jan 29, 2024
Gender wealth gaps laid bare in new Quebec study
Jan 29, 2024
Search continues for 2024 Wealth Professional Awards contenders
Jan 29, 2024
How much interest will Canadians pay for the country's debt?
Jan 26, 2024
Most Canadians take CPP benefits early, despite lowered payments
Jan 26, 2024
CIRO proposes ways to level playing field for advisor compensation
Jan 26, 2024
Rebounding bonds ease mutual fund redemptions, but ETFs still lead
Jan 26, 2024
FSRA guidance a step forward for decumulation products, say industry leaders
Jan 26, 2024
Inside a cross-border private equity deal
Jan 26, 2024
How advisors can help provide perspective for rate-shocked clients
Jan 26, 2024
CFA Institute recommends policies for the age of the 'Finfluencer'
Jan 26, 2024
Support for Alberta Pension Plan continues to score low
Jan 25, 2024
CIRO's advisors credentialing body approval draws reactions, questions
Jan 25, 2024
Horizons' CEO on $30bn milestone, future prospects
Jan 25, 2024
'Once they do estate planning, everyone tells me it's a relief'
Jan 25, 2024
Dimensional appoints new Canadian president, global co-CIO
Jan 25, 2024
Almost half of advisors have quit their firms over one major failing
Jan 25, 2024
What did the BoC's January announcement tell us about future cuts?
Jan 24, 2024
Seizing opportunities in the Prairie Provinces
Jan 24, 2024
Bank of Canada announces interest rate decision
Jan 24, 2024
Canadian businesses share outlook on economy, it's not great
Jan 24, 2024
For Richardson Wealth's new COO, it's about 'doing amazing things' for clients
Jan 24, 2024
Bonds look better this year, but duration & sector key to success
Jan 24, 2024
How do fund awards influence investment recommendations?
Jan 24, 2024
Why US Bitcoin ETF providers went into a fee war, and where that leaves crypto now
Jan 24, 2024
IMCO shares its considerations for investing outside Canada
Jan 24, 2024
Richter taps Fiera Capital for new CIO position
Jan 24, 2024
Financial stress is a major contributor to poor health, say academics
Jan 23, 2024
CIRO gets approval under Ontario title protection
Jan 23, 2024
What will the Bank of Canada do tomorrow?
Jan 23, 2024
The $25-B question: should money-market investors pivot into longer-duration bonds?
Jan 23, 2024
Search underway for 5-Star Wealth Tech Providers
Jan 23, 2024
How annuities can help retirees enjoy their second act
Jan 23, 2024
Where BMO GAM sees the ETF industry going in 2024
Jan 23, 2024
Private equity investors pull out funding amidst deal concerns
Jan 23, 2024
Nest Wealth acquired by global top 100 fintech firm
Jan 23, 2024
Canada's wealth gap has worsened amid higher interest rates
Jan 23, 2024
New software solution helps advisors plan clients' charitable accounts
Jan 22, 2024
BoC rate decision ahead this week, but could there be a surprise?
Jan 22, 2024
The promises and pitfalls of a career serving farmers
Jan 22, 2024
How advisors can help small business owners alleviate some tax pressure
Jan 22, 2024
Why responsible investing conversations have gotten easier – and harder
Jan 22, 2024
How young financial advisors can give back to their mentors
Jan 22, 2024
Rate cuts, growth stocks, and AI support positive outlook for EMs
Jan 22, 2024
Nearly half of older Canadians have supported their adult child, finds OSC
Jan 22, 2024
OMERS puts medical testing company up for sale
Jan 22, 2024
Private equity investors pull out funding amidst deal concerns
Jan 22, 2024
Will tech stocks be 'magnificent' again in 2024?
Jan 22, 2024
Space: the next frontier of Canadian investment opportunity?
Jan 19, 2024
Resilience and opportunities in Canada's shifting real-estate investment landscape
Jan 19, 2024
Inflation, debt challenges taking a bite out of TFSA contributions
Jan 19, 2024
What advisors need to know when their clients move to the USA
Jan 19, 2024
Deal activity in Canada set to rise in 2024, KPMG survey finds
Jan 19, 2024
Advisors get busy buying, or not buying, new bitcoin ETFs
Jan 19, 2024
Canadian securities regulators propose crypto rules for investment funds
Jan 19, 2024
Canadian real estate investors confident in the market, seeking passive options
Jan 18, 2024
US unemployment takes another unexpected turn
Jan 18, 2024
Inside a leadership transition at Fiera Capital
Jan 18, 2024
Could lifeco exposure help your clients’ financials holdings this year?
Jan 18, 2024
Getting to the heart of high-net-worth wealth management
Jan 18, 2024
Purpose Investments adds to suite of single-stock ETFs
Jan 18, 2024
JPMorgan to pay $18M for blocking client contact with SEC
Jan 18, 2024
Canadians hold back on TFSAs amid personal financial challenges
Jan 18, 2024
RBC chief Dave McKay sees significant opportunities for growth
Jan 18, 2024
Canada's ultra-luxury housing market proved resilient in 2023
Jan 17, 2024
Could Canada already be in recession?
Jan 17, 2024
The newest executive changes at Ontario Teachers'
Jan 17, 2024
Ontario title protection report shines light on financial advice industry
Jan 17, 2024
Retiring business owners may sell to PE rather than pass to heirs
Jan 17, 2024
Banks are using AI against rising fraud threat, but customers are not happy
Jan 17, 2024
Does hot inflation change the outlook for rate cuts?
Jan 17, 2024
"It's clearly not an investment," advisors weigh in on the impact of US bitcoin ETFs
Jan 17, 2024
After rallying in late 2023, where could tech stocks go from here?
Jan 17, 2024
Could there be a 'turnaround year' for Canadian dividend stocks in 2024?
Jan 17, 2024
CPP enhancements: Critics cite increased costs for employers, workers
Jan 16, 2024
Canada Life’s Jeff Macoun stepping down
Jan 16, 2024
After underperforming in 2023 – can REITs rally this year?
Jan 16, 2024
Advisor support holds the key to Wellington-Altus’ next growth phase
Jan 16, 2024
After comeback for 60/40, what’s the future of passive funds?
Jan 16, 2024
Asset manager set to acquire majority of $2.6 billion alts firm
Jan 16, 2024
Inflation's impact on pension plans: navigating the storm
Jan 16, 2024
Cost of living and credit card debt driving BC insolvencies
Jan 16, 2024
Wealthica opens up API in Canadian fintech milestone
Jan 16, 2024
Taking the client experience to the next level
Jan 15, 2024
Q Wealth Partners announces exclusive Canadian partnership with Shaping Wealth
Jan 15, 2024
Can North American consumer resilience hold in Q1?
Jan 15, 2024
Helping clients overcome the Blue Monday funk
Jan 15, 2024
How advisors can help clients in a heightened state of financial stress
Jan 15, 2024
Nominations ongoing for the 2024 Wealth Professional Awards
Jan 15, 2024
Canadian house prices ended 2023 higher despite weaker activity
Jan 15, 2024
ETFs, model portfolios among the hottest investment trends for 2024
Jan 12, 2024
Alts fund firm taps BMO's former head of ETFs
Jan 12, 2024
Why the TCP process is a cornerstone of client protection
Jan 12, 2024
What’s behind IG’s new push to hire advisors?
Jan 12, 2024
What do Canadian investors want from their advisors?
Jan 12, 2024
Canada's big banks have room to improve on customer service, says CFIB
Jan 12, 2024
Arrow launches liquid alt mutual fund with ETF series
Jan 11, 2024
The most common mistakes advisors & investors make in RRSP season
Jan 11, 2024
When online wills can help bridge estate planning gaps
Jan 11, 2024
What America's largest Healthcare industry conference has told us about the sector in 2024
Jan 11, 2024
Annuities vs. dividends for retirement income: one advisor's view
Jan 11, 2024
Heads of 17 Canadian charities paid more than $200,000 annually
Jan 11, 2024
Climate advocacy group files securities complaint against big five banks
Jan 11, 2024
Canadian retirement preparedness a concern for regulators
Jan 11, 2024
REITs set to outperform in 2024 says Hazelview Investments
Jan 10, 2024
SEC approves first US-listed bitcoin ETFs
Jan 10, 2024
Wellington-Altus bolsters leadership with new chief experience officer
Jan 10, 2024
What can investors take from Boeing's latest midair disaster
Jan 10, 2024
Why a 'mixed' jobs report has investors discounting a BoC rate cut
Jan 10, 2024
Will cash and private assets still make sense in 2024?
Jan 10, 2024
Alts investment manager announces new PE leader
Jan 10, 2024
Raymond James’ Reilly sees comp soar in 2023
Jan 10, 2024
Advisors divided ahead of SEC bitcoin ETF decision
Jan 10, 2024
Many Canadians are beginning 2024 in debt and in despair
Jan 10, 2024
Energy prices set to fall but there are still opportunities for investors
Jan 09, 2024
What a US bitcoin ETF could mean for Canadian investors, advisors?
Jan 09, 2024
Will spring bring a thaw in BoC's hawkish rate freeze?
Jan 09, 2024
What will drive wealth tech evolution in 2024?
Jan 09, 2024
The 2023 market was full of surprises, but what lays ahead?
Jan 09, 2024
Great-West Lifeco completes Putnam Investments sale to Franklin Resources
Jan 09, 2024
Technology plays a key role in better client relationships, study reveals
Jan 09, 2024
Former Gluskin Sheff leader appointed COO at Richardson Wealth
Jan 09, 2024
What's driving increasing risk appetite among alt fund managers?
Jan 08, 2024
Bracing for impact: The looming hard landing of Canada’s economy
Jan 08, 2024
Embattled ETF manager's unitholders now left as unsecured creditors
Jan 08, 2024
Consumer, business insolvencies kept rising in November
Jan 08, 2024
2023 ended with an 'everything up' rally … but there's a fly in the ointment
Jan 08, 2024
FPAC welcomes 2024 with new president at the helm
Jan 08, 2024
Small businesses speak out as CPP and EI hikes add to payroll pain
Jan 08, 2024
Are AI ETFs worth the hype?
Jan 08, 2024
RBC nabs $610M team from Truist
Jan 08, 2024
North America leads hedge funds confidence despite quarterly decrease
Jan 05, 2024
What risks should Canadian investors be wary of in 2024?
Jan 05, 2024
How to keep retirement in mind for millennial and Gen Z clients
Jan 05, 2024
For one wealth practice, reimagining the workspace has done wonders
Jan 05, 2024
Record delistings mar 2023 growth for Canadian ETFs
Jan 05, 2024
Number of global private debt funds hits new record
Jan 05, 2024
Long duration bonds rebounded for fixed income investors in 2023
Jan 05, 2024
CIBC loses another senior leader to Barclays in Canada
Jan 04, 2024
Why clients need a plan to triple their income in retirement
Jan 04, 2024
Could Canada's private credit space be heading into a watershed year?
Jan 04, 2024
How one millennial financial advisor is helping to 'unbank' Gen Y clients
Jan 04, 2024
Could tax policy be used to solve job shortages?
Jan 04, 2024
Assets invested in ETFs to reach new milestone
Jan 04, 2024
Canadian DB pension plans ended 2023 stronger than they started it
Jan 04, 2024
Canadians are optimistic that 2024 will see improved finances
Jan 03, 2024
Assets invested in ETFs to reach new milestone
Jan 03, 2024
Canadian crypto asset pioneer to be acquired by Japanese financial group
Jan 03, 2024
Former BC dealing representative banned for failing to cooperate with regulator
Jan 03, 2024
How RRSP season can kickstart 2024's tax planning
Jan 03, 2024
Why long-term care planning isn't just an inflation-era problem
Jan 03, 2024
What's over the horizon for North American family offices?
Jan 03, 2024
What's the outlook for Canadian life insurers in 2024?
Jan 02, 2024
The road less traveled: Designed Securities' unique approach in serving advisor interest
Jan 02, 2024
Canaccord Genuity to pay $500k for failures in trading supervision
Jan 02, 2024
2024 to provide opportunities to put cash back to work says Capital Group
Jan 02, 2024
AI could revolutionize financial services, says new report
Jan 02, 2024
Can tech keep leading the market this year?
Jan 02, 2024
How can pension funds invest differently to create and capture value?
Jan 02, 2024
Aon completes acquisition of benefits and retirement plan consulting firm NFP