News

OpenAI trims valuation target to US$1.25 trillion after investor pushback

OpenAI trims valuation target to US$1.25 trillion after investor pushback

Investors have until October 30 to commit as the ChatGPT maker races Anthropic to market

Minister says Canada and the EU are closing in on a digital trade agreement

Sidhu pushed the negotiations forward in Ireland a week before the Montréal summit

Minister says Canada and the EU are closing in on a digital trade agreement

AI governance gaps leave advisors exposed to a new wave of cyber threats

Shadow AI, weak oversight, and no formal policy highlight why advisory firms are more exposed to cyber risk than they realize

AI governance gaps leave advisors exposed to a new wave of cyber threats

Canadian firms push south: BMO and CapIntel bet big on US growth

BMO and CapIntel announce US leadership moves as Canadian wealth firms accelerate cross-border growth

Canadian firms push south: BMO and CapIntel bet big on US growth
Read More

Premium

Where bonds can still reward you for taking the right chances

Where bonds can still reward you for taking the right chances

Franklin Templeton Canada’s Adrienne Young on where advisors can still find value in fixed income

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 Michael Connon Online gambling is not investing, and family wealth is paying for it
Michael Connon
By Dianne C. White Scaling a wealth management firm as founders and key staff retire
Dianne C. White
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

Resources

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

Clients Don't Want AI. They Want a Human With Time and Knowledge

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

Alternative Investments

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

Magazine

Wealth Professional 10.02
View here

Investments

Questrade brings pre-market equity options trading to Canadian investors

Independent brokerage adds pre-market equity options access through Cboe, covering 29 underlyings at launch

Questrade brings pre-market equity options trading to Canadian investors

Trump poised to lift 50% tariffs on some Canadian products

Paper, plastic, machinery and seaweed products will be exempt but Canada-US trade talks remain stalled

Trump poised to lift 50% tariffs on some Canadian products

Diversifying against the big risks JP Morgan sees today

Jared Gross explains how alternatives can stack up against growth, inflation, and concentration risks

Diversifying against the big risks JP Morgan sees today

Does a critical minerals push make this tax strategy more attractive?

Existing tax incentives and new macro tailwinds get rolled together in a flow-through strategy, explains Robert Anton

Does a critical minerals push make this tax strategy more attractive?

ETF investors back invest-at-home policies at 62%: CETFA survey

Ownership of ETFs climbed to 24% as Canadians pressed Ottawa for better tax treatment

ETF investors back invest-at-home policies at 62%: CETFA survey