News

Canada's trade surplus widens to $5.4bn as oil and gold drive September exports

Canada's trade surplus widens to $5.4bn as oil and gold drive September exports

Tariffs weigh on broader economy even as energy and precious metals prop up headline numbers

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

One tax planning step not to miss as 2026 winds down

Guerlane Noël explains that despite the pressures of Q4, advisors need to check in on a crucial tax decision

One tax planning step not to miss as 2026 winds down

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

Magazine

Wealth Professional 10.02

Investments

Blue sweep rattles the AI trade from Tokyo to Wall Street

Bonds rallied and SoftBank shed as much as 10% as data centre oversight fears took hold

Blue sweep rattles the AI trade from Tokyo to Wall Street

US midterm results: what Canadian advisors need to know

Democrats swept Congress Tuesday - here is what the blue wave means for Canadian wealth managers and their clients' portfolios

US midterm results: what Canadian advisors need to know

Apple shares fell 4% during its fourth-quarter earnings call

December-quarter gross margin is guided to 45 to 46%, down from 47.9% in the quarter just reported

Apple shares fell 4% during its fourth-quarter earnings call

Investors flee AI names as the Nasdaq slips and the Dow climbs

Oil tumbled more than 7% on Iran peace signals as money moved out of US tech

Investors flee AI names as the Nasdaq slips and the Dow climbs

Private credit demand holds firm, but investors are growing cautious

Bloomberg Intelligence's fall 2026 survey finds private credit demand holding firm even as investor caution rises on spreads and retail flows

Private credit demand holds firm, but investors are growing cautious