News

Grocery bills stall education savings as half of parents skip RESPs: survey

Grocery bills stall education savings as half of parents skip RESPs: survey

Canadians turn to advisors first, but RESP knowledge trails TFSA familiarity

Bond market erases Treasury's buyback rally in under 24 hours

Deficits, inflation, and oil outrun a US$4 billion intervention as long-end yields climb again

Bond market erases Treasury's buyback rally in under 24 hours

Bitcoin jumps 12% in two days after Trump revives crypto bill push

The new act faces a Senate procedural vote on September 15 after stalling over ethics language

Bitcoin jumps 12% in two days after Trump revives crypto bill push

No Canadian pension fund ties its investment policy to Indigenous consent: report

Shift finds four managers backing pipelines while trailing AP2 and Scottish Widows on FPIC

No Canadian pension fund ties its investment policy to Indigenous consent: report
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Premium

Where generic AI quits, Focal AI builds for Canada

Where generic AI quits, Focal AI builds for Canada

Focal AI goes all-in on Canadian compliance, tools, and workflows, giving advisors back over 10 hours a week

Features

What today’s multifamily market is really telling investors

What today’s multifamily market is really telling investors

Pier 4 on separating sentiment from fundamentals, finding opportunity in secondary markets and evaluating private REITs

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 Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur
By Michael Connon Recognizing a True Professional
Michael Connon
By Michael Connon To be a great advisor, you cannot care about money
Michael Connon
By Chris Arthur Structure beats price when selling your practice
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Resources

Service that goes beyond investments

Service that goes beyond investments

Service that goes beyond investments

How an alts platform won a technology award

Industry news

How an alts platform won a technology award

Inside an advisor-specific AI tool

Industry news

Inside an advisor-specific AI tool

An alternatives strategy for an ultra high net worth practice

Industry news

An alternatives strategy for an ultra high net worth practice

Magazine

Wealth Professional 10.02
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Investments

Bond market erases Treasury's buyback rally in under 24 hours

Deficits, inflation, and oil outrun a US$4 billion intervention as long-end yields climb again

Bond market erases Treasury's buyback rally in under 24 hours

Franklin Templeton sees S&P 500 as high as 7,800, beating consensus

Firm’s survey suggests above-consensus US growth and a strong year-end for leading equities index.

Franklin Templeton sees S&P 500 as high as 7,800, beating consensus

Canada lends $500 billion to a private credit boom it never joined at home

Non-bank loans have held at 15% of Canadian business funding for a decade

Canada lends $500 billion to a private credit boom it never joined at home

Private markets convergence is reshaping how advisors build portfolios

CAIS partner Brad Walker on AI-powered tools, alternative allocations and the future of integrated portfolio construction.

Private markets convergence is reshaping how advisors build portfolios

Toronto asset manager sells its Australian fund arm for a bigger stake in a growth partner

The Melbourne buyer will fold the distribution team into its own operations after closing

Toronto asset manager sells its Australian fund arm for a bigger stake in a growth partner