News

A second-generation practice goes independent

A second-generation practice goes independent

New Brunswick advisors explain how teamwork pushed them towards Wellington-Altus

Vanguard’s case for fixed income, despite current volatility

Alex Lee outlines the upsides and advantages that investors can still find in fixed income, but notes that some active strategies could come with advantages

Vanguard’s case for fixed income, despite current volatility

Scotia Wealth Management opens a new service for ultra-high-net-worth clients

The service spans public and private assets, ownership structures, and geographies for UHNW clients

Scotia Wealth Management opens a new service for ultra-high-net-worth clients

Cenovus buys Alberta oilsands rival in $5.7 billion cash-and-stock deal

Takeover adds 45,000 boe/d of Alberta thermal output and closes in December

Cenovus buys Alberta oilsands rival in $5.7 billion cash-and-stock deal
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Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

Features

Clients want more of their advisor, not AI

Clients want more of their advisor, not AI

Maximizer webinar examines whether AI is creating more time for advisors to guide, reassure and stay close to the clients who rely on them

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

The AI execution gap: what separates Canadian wealth firms that scale AI from those that stall

A webinar with Focal AI founder John Connell on moving AI from pilot to firm-wide advisor capacity, without running afoul of Canadian privacy rules

Advisor Intel

By Richard Rampersad Why professional networking builds a stronger wealth practice
Richard Rampersad
By Chris Arthur How to achieve high retention rates when selling your practice
Chris Arthur
By Jeffrey Harris Why advisor succession planning fails without a real exit plan
Jeffrey Harris
By Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur

Resources

AI in Wealth Management: Risk, Value and the Advisor's Edge

AI in Wealth Management: Risk, Value and the Advisor's Edge

AI in Wealth Management: Risk, Value and the Advisor's Edge

How Pier 4 reads risk in real estate

Alternative Investments

How Pier 4 reads risk in real estate

Service that goes beyond investments

Industry news

Service that goes beyond investments

How an alts platform won a technology award

Industry news

How an alts platform won a technology award

Magazine

Wealth Professional 10.02
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Investments

Vanguard’s case for fixed income, despite current volatility

Alex Lee outlines the upsides and advantages that investors can still find in fixed income, but notes that some active strategies could come with advantages

Vanguard’s case for fixed income, despite current volatility

TSX inches up 16 points as Nasdaq sets record close

Technology shares lifted Toronto while the Canadian dollar slipped to 70.16 cents US

TSX inches up 16 points as Nasdaq sets record close

Fine wine stabilizes as a credible alternative as new critic shakes the market

As equities wobbled and gold swung wildly in Q3, fine wine moved on its own terms - a low-correlation case study for Canadian advisors

ETF inflows break the 2025 record three months early

Equity funds alone drew more than US$1 trillion as State Street forecasts US$2.3 trillion by year end

ETF inflows break the 2025 record three months early

S&P 500 profits climb 35%, the fastest pace since 2021

Earnings have carried the index about 12% higher this year, through rate and oil shocks

S&P 500 profits climb 35%, the fastest pace since 2021