News

Why Canada-EU ties matter for advisors

Why Canada-EU ties matter for advisors

While “associate” EU status may be a long-time coming, Sébastien Mc Mahon says that economic, cultural closeness could impact advisors sooner

Richardson Wealth trades a century-old name for Nobelia

Advisors keep the 60-40 split and separate entity status as the November 30 rebrand lands

Richardson Wealth trades a century-old name for Nobelia

Seven in ten investors now ask AI before they invest: study

The survey found that nine in ten who acted on AI advice liked the result

Seven in ten investors now ask AI before they invest: study

Canada's Big Six banks test tokenized deposits on a shared blockchain

OSFI cleared the legal ground, and big corporate money looks set to move first

Canada's Big Six banks test tokenized deposits on a shared blockchain

Premium

How Pier 4 reads risk in real estate

How Pier 4 reads risk in real estate

Pier 4 executives and two advisors on the discipline it takes to earn a lasting place in client portfolios today

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

Magazine

Wealth Professional 10.02

Investments

Family offices pivot to public equities as succession pressure mounts

Citi Wealth survey of 351 family offices finds inflation concern rising and next-gen transitions now an immediate operational challenge

Family offices pivot to public equities as succession pressure mounts

Thirty S&P 500 stocks hit new lows as the index rose 1.49%

The Nasdaq closed at 27,122.09 for its first record since June 2

Thirty S&P 500 stocks hit new lows as the index rose 1.49%

European lender eyes Canadian critical minerals for the first time

Fund managers move to neutral on Canada as the TSX trades below US multiples

European lender eyes Canadian critical minerals for the first time

Oil shock threatens to lock in higher Fed rates through 2027

Shipping disruptions in the Strait of Hormuz are driving crude above $100 and pushing the Fed's rate-cut window into 2027

Oil shock threatens to lock in higher Fed rates through 2027

Infrastructure and emerging markets top global asset owner wish lists

A new Marsh survey of 430 asset owners finds capital shifting toward real assets and growth markets as geopolitical risk reshapes portfolios

Infrastructure and emerging markets top global asset owner wish lists