News

Richardson’s new CEO shares her plans for the business

Richardson’s new CEO shares her plans for the business

Julie Gallagher explains what Richardson advisors should expect and how she will gauge success in her new role

Entrepreneurs bet on growth and AI despite geopolitical risks, UBS survey finds

Report shows strong hiring plans, AI investment and looming wealth transfers among founders

Entrepreneurs bet on growth and AI despite geopolitical risks, UBS survey finds

Advisors’ role in “global epidemic” of cybercrime

Almost one quarter of Canadians report falling victim to a scam, TD EVP explains what the industry can do

Advisors’ role in “global epidemic” of cybercrime

Financial regulator calls time on risky condo appraisals as housing slide deepens

Falling condo values squeeze banks’ risk buffers and keep buyers sidelined across major cities

Financial regulator calls time on risky condo appraisals as housing slide deepens

Premium

Looking past environmental labels in equity investing

Looking past environmental labels in equity investing

Once niche, sustainable themes now span industries, helping advisors find real opportunities

Features

Public real estate positioned for potential upside

Public real estate positioned for potential upside

According to Hazelview’s Samuel Sahn, public real estate is seeing strengthening fundamentals, particularly within the senior housing, industrial, residential, and data centre sectors

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Tax structure, not yield, drove Manulife advisor's tax strategy shift

Why Manulife Wealth's Georges Achkar focused on structure in a volatile tax year

Magazine

Wealth Professional 10.02

Investments

Oil swings from nearly US$120 to low US$80s

Trump says conflict will be “very complete, pretty much” as crude whipsaws on Hormuz disruption

Oil swings from nearly US$120 to low US$80s

AI, private credit and secondaries set to reshape portfolios, says Hamilton Lane

A surge in AI investment, expanding private credit markets and persistent liquidity constraints are creating structural shifts in private markets

AI, private credit and secondaries set to reshape portfolios, says Hamilton Lane

Oil rollercoaster as a proclamation and a deleted message fuel volatility

Trump signals possible de-escalation while a now-deleted post from Washington jolts crude markets.

Oil rollercoaster as a proclamation and a deleted message fuel volatility

How advisors can manage Iran risks when diversification stops working

Few, if any, safe havens could be found at the start of the week, but Craig Basinger cautions against panic

How advisors can manage Iran risks when diversification stops working

A crude awakening: middle east turmoil rewrites risk maps

Brent jumps to US$119.50 as analysts call it the largest oil supply shock ever

A crude awakening: middle east turmoil rewrites risk maps