News

Manitoba court refuses to drop director from investor's guaranteed returns lawsuit

Manitoba court refuses to drop director from investor's guaranteed returns lawsuit

He called her returns "guaranteed." A court just kept him in her lawsuit.

HNW clients face big tax bills, estate liability if they fail to plan

Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan

HNW clients face big tax bills, estate liability if they fail to plan

FAIR Canada tells regulators to hold the line on prediction markets

Wealthsimple wants wider retail access to event contracts; FAIR Canada says prove it first

FAIR Canada tells regulators to hold the line on prediction markets

CIRO fines Scotia Securities $275,000 over complaint failures

Bank staff logged 371 client complaints in the wrong system for nearly two years

CIRO fines Scotia Securities $275,000 over complaint failures
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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

Advisor Intel

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
By Jeffrey Harris Why advisor succession planning fails without a real exit plan
Jeffrey Harris
By Chris Arthur Don't wait for CIRO's IAP to sell your practice
Chris Arthur

Resources

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

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

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

How an alts platform won a technology award

Industry news

How an alts platform won a technology award

Magazine

Wealth Professional 10.02
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Investments

US 10-year yield storms to 5%, a level unseen since 2007

The benchmark posts its biggest one-day jump since April 2025 as traders brace for an October hike

US 10-year yield storms to 5%, a level unseen since 2007

Millions of Canadians reach major milestones without updating life insurance coverage

A new TD Insurance survey reveals dangerous knowledge gaps around life insurance as Canadians navigate major life transitions

Millions of Canadians reach major milestones without updating life insurance coverage

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