News

OSC bars mutual fund distributors from cross-family incentives

OSC bars mutual fund distributors from cross-family incentives

The rule change also carries a twist for one province

OSC mandates new principal distributor disclosure in fund prospectuses

The line every fund prospectus must add before October 2026

OSC mandates new principal distributor disclosure in fund prospectuses

OSC requires new fee disclosure under NI 31-103 for distributors

New OSC rule forces principal distributors to reveal exactly what they're paid

OSC requires new fee disclosure under NI 31-103 for distributors

Advisors report no client objections to meeting AI and faster demands for notes: report

Advisors say clients pay little attention to the assistant and plenty to what follows

Advisors report no client objections to meeting AI and faster demands for notes: 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
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By Michael Connon To be a great advisor, you cannot care about money
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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

Warsh guards a line the US Treasury has already crossed

Warsh speaks Friday without saying where Treasury's authority ends and the Fed's begins

Warsh guards a line the US Treasury has already crossed

Yen intervention gave carry traders a cheaper entry, not an exit

Japanese investors snapped up 5 trillion yen of foreign assets while the yen sat at better levels

Yen intervention gave carry traders a cheaper entry, not an exit

Active ETF assets hit record $2.59 trillion in July

Global active ETF industry surpasses previous highs with year-to-date inflows nearly doubling 2025 figures, ETFGI data show

Active ETF assets hit record $2.59 trillion in July

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