Site Map for November 2024

Date
Title
Nov 29, 2024
Why this Ottawa advisor took his $1bn practice independent
Nov 29, 2024
CIRO fines advisor $342,500 and bans him for life
Nov 29, 2024
CRA announces TFSA contribution limit increase for 2025
Nov 29, 2024
Most Canadians stay generous despite inflation
Nov 29, 2024
Canadians are investing in home renovations like never before
Nov 29, 2024
GST holiday leaves businesses scrambling during peak season
Nov 29, 2024
Federal tax break leaves more money in Canadians' pockets, but businesses hate it
Nov 29, 2024
Sapling continues expansion by doubling office space, hiring business development exec
Nov 28, 2024
Understanding the Impact of AI and Tech on Wealth Management
Nov 28, 2024
Can clarity from regulators, ratings help investors grasp ESG?
Nov 28, 2024
FAIR Canada to receive $11m OSC funding for investor-focused initiatives
Nov 28, 2024
US economy maintains steady growth, rising 2.8% in third quarter
Nov 28, 2024
Mediation stalls as Canada Post strike delays 10 million parcels
Nov 28, 2024
Revealed: Top 50 Leading Women in Wealth 2024
Nov 28, 2024
Bitcoin rebounds above $96,000, driving crypto market gains
Nov 28, 2024
Inflation still not fully under control in the US, but what does that mean for Fed cuts?
Nov 28, 2024
Despite financial concerns, most Canadians will start holiday spending without a budget
Nov 28, 2024
Top Female Financial Advisors and Professionals in Canada | Top 50 Leading Women in Wealth
Nov 27, 2024
What is your practice worth?
Nov 27, 2024
Regulators investigate bank sales practices amid investor harm concerns
Nov 27, 2024
Tech platforms in wealth management fail to meet the big expectations they promise
Nov 27, 2024
"Automation frees advisors": The new frontier of wealth management efficiency
Nov 27, 2024
ATB Financial buys Manitoba firm
Nov 27, 2024
$700 billion at stake: How advisors are stealing the next-gen spotlight
Nov 27, 2024
New charity promises better financial planning access for vulnerable Canadians
Nov 27, 2024
Trump's tariffs threaten Canada's economy, economist cautions
Nov 27, 2024
Tax evasion is 'happening all the time' in 'corrupt' Canada, poll reveals
Nov 27, 2024
Dealer rep banned, fined $75K by CIRO for sharing information with a hedge fund
Nov 26, 2024
Healthcare: investing in a sector anchored by necessity, powered by innovation
Nov 26, 2024
Why financial literacy should begin at home
Nov 26, 2024
Cost issues hit two-thirds of businesses, yet optimism prevails
Nov 26, 2024
How automation is enabling advisors to better serve clients
Nov 26, 2024
From wildfires to weak demand, what rocked corporate earnings in Q3?
Nov 26, 2024
Markets hit new highs as Bessent's Treasury pick sparks investor optimism
Nov 26, 2024
'Financial health is a journey, not a race'
Nov 26, 2024
Croesus appoints new VP to lead product strategy
Nov 26, 2024
Mediation begins for Port of Montreal dispute after federal intervention
Nov 26, 2024
Canadian ETF sales soar to third best month ever, bonds drive mutual fund sales
Nov 26, 2024
Rate cuts have eased debt burden on many Canadians, but not all
Nov 25, 2024
Certified financial planning courses to start your career in wealth management
Nov 25, 2024
Inside a year of advocacy at the IIAC
Nov 25, 2024
TD Bank names new global chief auditor
Nov 25, 2024
Retail sales increased in September, led by food and beverage retailers
Nov 25, 2024
ATB Financial reports $526.2m Q2 revenue, pays $25m dividend
Nov 25, 2024
Dow hits record high as investors shift to economic sectors
Nov 25, 2024
PEAK Financial Group earns top honours at Wealth Professional Awards
Nov 25, 2024
Canadian wealth giant taken private in $12bn deal
Nov 25, 2024
Disregard for ethics lands former mutual fund dealer exec with ban, $400K fine
Nov 25, 2024
Global dividends posted best third quarter as fundamentals of business remain strong
Nov 25, 2024
A mutual fund dealer’s guide to IFC course
Nov 25, 2024
A mutual fund dealer’s guide to IFC course
Nov 22, 2024
Bull or bear market, consistent communication is key
Nov 22, 2024
Trudeau government proposes $250 cheques, GST cuts for holidays
Nov 22, 2024
New investment fund brings private infrastructure to Canadians
Nov 22, 2024
CPP Investments backs $1-billion data center project in South Korea
Nov 22, 2024
iA Clarington's new fund offers stability for risk-averse investors
Nov 22, 2024
Canadian $4.9 billion real estate fund pauses payments to investors
Nov 22, 2024
Choice of new AIMCo leader slammed by nonprofit for 'political interference'
Nov 22, 2024
Working with Today's Investors
Nov 21, 2024
The Power of Recognition: Why You Should Participate in the Wealth Professional Awards
Nov 21, 2024
Are Canadian oligopolies good for investors?
Nov 21, 2024
OSC shifts registration duties to another regulatory body by Spring 2025
Nov 21, 2024
CIRO fines advisor for borrowing money from a client
Nov 21, 2024
AIMCo names former prime minister as chair after governance overhaul
Nov 21, 2024
Wealth Professional is searching for the best technology providers
Nov 21, 2024
FSRA urges pension plans to tackle evolving risks amid solvency changes
Nov 21, 2024
CSA considers streamlining registration with CIRO delegation
Nov 21, 2024
Nvidia shares fall 4% in premarket trading as forecast disappoints despite revenue spike
Nov 21, 2024
Canadian advisors share their sentiment on AI, fixed income, wealth transfer
Nov 21, 2024
T. Rowe Price partners with Canada Life for its first target date portfolios
Nov 20, 2024
How can the industry create more young advisors?
Nov 20, 2024
Keep the tech tail from wagging the dog
Nov 20, 2024
CIRO bans advisor for life over falsified signatures and unauthorised trades
Nov 20, 2024
Inflation rise unlikely to disrupt BoC’s December rate cut
Nov 20, 2024
BMO predicts TSX to gain 15% in 2025, surpassing S&P 500
Nov 20, 2024
Nasdaq gains as investors focus on tech despite rising geopolitical risks
Nov 20, 2024
TC Energy sees natural gas driving growth under potential Trump administration
Nov 20, 2024
CPI data just made it harder to predict next BoC rate decision
Nov 20, 2024
Finfluencers, gamification among key risks for retail investors warns IOSCO
Nov 20, 2024
A safer haven for investors? How low-volatility, high-dividend ETFs offer stability
Nov 19, 2024
What's driving high net worth investors' demand for alts?
Nov 19, 2024
Manulife appoints new president and CEO as current leader announces retirement
Nov 19, 2024
Canadian dollar struggles as US tariffs and rate gap weigh on currency
Nov 19, 2024
Tesla boosts Nasdaq as investors await Nvidia’s key earnings report
Nov 19, 2024
October inflation edges up, energy prices in spotlight
Nov 19, 2024
Suncor boosts production and profits with focused operations
Nov 19, 2024
Canada's responsible investing AUM reaches 'pivotal milestone' says RIA
Nov 19, 2024
Canadian housing starts not enough to boost affordability
Nov 19, 2024
Corporate class mutual funds: A smart tax play for your clients’ portfolios
Nov 18, 2024
Inside Nicola Wealth's leadership transition
Nov 18, 2024
CPP Investments reports $675.1bn in net assets, achieving 3.6% quarterly return
Nov 18, 2024
PEAK Financial Group shares its award-winning strategies for advisor success
Nov 18, 2024
Dynamic Funds lists three new ETF series on TSX
Nov 18, 2024
Alberta government takes control of AIMCo with sweeping leadership overhaul
Nov 18, 2024
Canadian home sales surge as rate cuts fuel demand
Nov 18, 2024
Designed Securities conference offers advisors fresh insights and authentic connections
Nov 18, 2024
Wealth management industry set for double-digit growth, led by North America
Nov 18, 2024
Investing in real estate in 2025: the trends emerging in Canada
Nov 15, 2024
Independent firm adds another $1billion bank practice
Nov 15, 2024
Showcasing 2024's Rising Stars in wealth
Nov 15, 2024
Why the industry still creates conflicts of interest
Nov 15, 2024
Malls make a comeback as Canadians boost December budgets
Nov 15, 2024
Canadian firms at risk as pensions cut domestic investments, says Desjardins exec
Nov 15, 2024
Province partners with SpaceX to boost rural internet with $100m Starlink initiative
Nov 15, 2024
Canadian dollar stumbles to 4.5-year low as US powers ahead
Nov 15, 2024
Shopify's valuation prompts analyst to downgrade despite strong earnings
Nov 15, 2024
Financial services' adoption of AI comes with significant risks, warns FSB
Nov 15, 2024
Canadians say they need to save more to reach long-term financial goals
Nov 15, 2024
Autumn reflections: Choosing the right investment conference for real insights and growth
Nov 14, 2024
What cap gains increase and a bull market mean for 2024 tax plans
Nov 14, 2024
Wall Street weighs winners and losers with Trump's comeback
Nov 14, 2024
Partners Group opens infrastructure fund to Canadian accredited investors
Nov 14, 2024
AllianceBernstein introduces alternative fund for Canadian investors
Nov 14, 2024
Suncor's earnings point to recovery in Canada's energy sector
Nov 14, 2024
S&P 500 and Dow stall as post-election rally cools, inflation report steady
Nov 14, 2024
Global ETF net inflows have smashed their full-year record in just 10 months
Nov 14, 2024
Most Canadians lack financial resiliency and feel vulnerable
Nov 13, 2024
The six roles of an advisor
Nov 13, 2024
JP Morgan opens private equity access for Canadian investors
Nov 13, 2024
How is your organization shaping the future of wealth tech?
Nov 13, 2024
LongPoint lists adaptive US equity ETF on Cboe Canada
Nov 13, 2024
Shopify shares jump 25% after earnings exceed expectations
Nov 13, 2024
Canada's equity markets decline as firms opt for foreign buyers and private options
Nov 13, 2024
CSA encourages money talk to shield seniors from financial abuse
Nov 13, 2024
Almost 400 Canadians filed for insolvency every day during the third quarter
Nov 13, 2024
Canada's financial powerhouse is also home to growing economic vulnerability
Nov 12, 2024
Apartments' outlook in a cutting cycle
Nov 12, 2024
Can REIT income offset public market volatility?
Nov 12, 2024
Is AI a real estate play?
Nov 12, 2024
Energy and Canada's future
Nov 12, 2024
Is this a moment for European small-cap stocks?
Nov 12, 2024
Nominate now: nominations are open for the 2025 Wealth Professional Awards
Nov 12, 2024
Canada’s port employers "act as bullies" business groups call on Trudeau to step in
Nov 12, 2024
Canadian retailer aims for $2.3bn IPO, positioning CEO as industry billionaire
Nov 12, 2024
Bitcoin surges past US$84,000 amid Trump’s pro-crypto stance and market optimism
Nov 12, 2024
Dow soars above 44,000 as postelection rally gains momentum
Nov 12, 2024
Canadians are generally happy but finances are draining that sentiment
Nov 12, 2024
Newcomers to Canada need tailored financial advice, survey reveals
Nov 11, 2024
As client expectations shift, one firm stays focused on wealth creation
Nov 11, 2024
Youth lead the charge in October's job market boost
Nov 11, 2024
CIRO introduces new assessment-focused model for investment dealer proficiency
Nov 11, 2024
Fiera Capital to transfer $5.5bn in AUM as its sub-advisory agreement ends
Nov 11, 2024
Canaccord Genuity posts record Q2 in wealth management, capital markets rise
Nov 11, 2024
Canadian investors turn digital, pushing advisors to adapt and personalize services
Nov 11, 2024
Why was AIMCo's CEO and board fired? What happens now?
Nov 11, 2024
Most alts investors expect industry jobs to be lost to AI within this decade
Nov 08, 2024
Explaining the Fed's cut, and the yield spike that led into it
Nov 08, 2024
"No," Powell will not resign if Trump requests it
Nov 08, 2024
Ex-TD Bank employee charged in customer data theft and distribution scheme
Nov 08, 2024
Manulife's Asia growth drives record earnings and stock high
Nov 08, 2024
Global X expands ETF lineup with new Canada-focused and income-generating funds
Nov 08, 2024
Fed signals possible "skip" in January rate cut despite December expectations
Nov 08, 2024
When will OBSI have binding authority for investment complaints?
Nov 08, 2024
Household saving rate slowed last year despite rising wages
Nov 08, 2024
The Evolve NASDAQ Technology Index Fund: Your pure tech investment
Nov 07, 2024
Federal reserve makes interest rate decision
Nov 07, 2024
How advisors, clients should be digesting Trump's win
Nov 07, 2024
Trump's victory sparks mixed forecasts for Canadian and US stocks
Nov 07, 2024
Bank of Canada urges caution: Mortgage market tweaks may backfire
Nov 07, 2024
Trump's return fuels market surge but at what cost?
Nov 07, 2024
Toronto home sales spike as buyers seize on lower interest rates
Nov 07, 2024
Markets hit record highs as Trump secures 2024 presidential win
Nov 07, 2024
CIRO bans mutual fund rep for serious misconduct case that appears to be unique
Nov 07, 2024
Most Canadian provinces have debt burden larger than their economies
Nov 06, 2024
OSC report reveals shifting trends in Ontario’s investment fund landscape
Nov 06, 2024
Wellington-Altus adds new leadership roles to support advisor growth and operations
Nov 06, 2024
Bank of Canada debates impact of larger rate cut amid labour market concerns
Nov 06, 2024
Stocks rally into election, with markets eyeing Fed’s next rate decision
Nov 06, 2024
Sun Life hits record assets, navigates investor outflows with new ETF plans
Nov 06, 2024
S&P 500 futures, dollar, Bitcoin surge as Trump declares victory
Nov 06, 2024
CIRO backs up its decision to impose $1M fine for off-market trade by repeat offender
Nov 06, 2024
Major study will consider barriers to diversity in Canadian financial services sector
Nov 05, 2024
How markets could react to today's election
Nov 05, 2024
CIRO encourages Canadians to open up about money
Nov 05, 2024
New Raymond James guide tackles tough realities of firm transitions for advisors
Nov 05, 2024
Struggling to save: RBC digs into what’s holding Canadians back
Nov 05, 2024
Purpose Investments adds Meta and AMD ETFs to Yield Shares lineup
Nov 05, 2024
NBI launches funds focused on income and sustainable investing
Nov 05, 2024
BoC survey suggests no jumbo rate cut in December and a longer wait for normality
Nov 05, 2024
Canadian ETFs have smashed their annual inflows record with two months to go
Nov 04, 2024
Making financial wellbeing tangible
Nov 04, 2024
Adapting to a new wave: What financial advisors need to know about changing investor attitudes
Nov 04, 2024
How a policy quirk has moved MICs down the risk chain
Nov 04, 2024
Canada designates OBSI as single body for banking complaints
Nov 04, 2024
Air Canada beats Q3 forecasts with bold buyback and pilot deal
Nov 04, 2024
Hamilton ETFs: Award-winning growth and innovation in ETFs
Nov 04, 2024
Enbridge eyes Mainline expansion as oil production and exports hit record highs
Nov 04, 2024
Laurentian Bank adds independent director
Nov 04, 2024
Equiton targets new acquisitions as $1bn fund expands with rate cuts
Nov 04, 2024
Financial goals facing a 'great delay' as Canadians are forced to pivot priorities
Nov 04, 2024
Despite volatility, Canadian pension plans remained resilient in third quarter
Nov 04, 2024
Wealth, asset management titans team up for UHNW private markets venture
Nov 01, 2024
Why advisors need to watch the Tavares case
Nov 01, 2024
Elizabeth Warren Presses DOJ on Accountability of TD Executives, Charges
Nov 01, 2024
Dynamic Funds launches two active fixed income ETFs
Nov 01, 2024
'Arguing for bigger rate cuts': What lagging GDP might mean to the Bank of Canada
Nov 01, 2024
Will Apple and Amazon meet investor demands in tough market?
Nov 01, 2024
Veren stock drops after lowering 2024 production goals
Nov 01, 2024
Canada's ETF market is growing and the shift from mutual funds may accelerate
Nov 01, 2024
Can the next generation of adults afford to become financially independent?