News

Markets climbed ‘walls of worry’ for much of this year, can they keep that up?

Markets climbed ‘walls of worry’ for much of this year, can they keep that up?

David Wong explains how AI optimism outweighed bearish events and outlines how general purpose technologies can impact investors longer-term

WP Asks: Why do new advisors quit in their first three years?

Five Canadian advisors reveal what carried them through the years their books could not pay them

WP Asks: Why do new advisors quit in their first three years?

Budget 2026 puts five proposals on advisor client files

Canada would merge the RRSP and RRIF, raise instalment thresholds, and move tax day to May 15

Budget 2026 puts five proposals on advisor client files

Wall Street sheds US$3 trillion in worst session since April 2025

Chipmakers led the rout as Democrats’ midterm sweep clouded the data centre outlook

Wall Street sheds US$3 trillion in worst session since April 2025
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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

From data overload to better advice: the opportunity for wealth management

From data overload to better advice: the opportunity for wealth management

Croesus’s Brian O’Reilly explains how investment advisors can turn wealth data into actionable intelligence, improve productivity and deliver more relevant client advice

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 Darren Ryan What building a physician practice taught me about advisor trust
Darren Ryan
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

Resources

What makes a rising star?

What makes a rising star?

What makes a rising star?

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

Industry news

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

Magazine

Wealth Professional 10.02
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Investments

Markets swing sharply as investors digest midterms

Wednesday's rally has been followed by Thursday's correction

Markets swing sharply as investors digest midterms

PE’s exit problem is creating new opportunities

Advisors should be watching change on the secondaries market now

PE’s exit problem is creating new opportunities

Wall Street rallies the day after Democrats take both chambers

Investors split the AI trade as data centre operators slide and megacaps climb

Wall Street rallies the day after Democrats take both chambers

Canadian investors own alternatives but don't understand them, survey finds

Franklin Templeton survey of 700 Canadian investors exposes a sharp gap between alternatives ownership and investor understanding

Canadian investors own alternatives but don't understand them, survey finds

Canadian and US ETF markets diverge in October on rate and flow trends

Canadian investors chased U.S. equities despite domestic outperformance, while corporate bonds overtook aggregates as fixed income's new leader

Canadian and US ETF markets diverge in October on rate and flow trends