News

BC court refuses developers' bid to claw back architect's shares

BC court refuses developers' bid to claw back architect's shares

Missed loan deadlines didn't doom these shares - the paperwork told a different story.

Post-secondary education is a planning test for advisors

Costs of college & university are rising, clients are asking about foreign education, and advisors need to plan for the intersection of hopes, fears, and financial realities

Post-secondary education is a planning test for advisors

Why an AI slowdown has markets "on edge"

CIOs unpack whether model development will actually slow, and what that could mean for the ongoing AI buildout

Why an AI slowdown has markets "on edge"

OSC suspends Argosy Securities advisor over KYC misrepresentation, unauthorized trading

Compliance rejected his trades - so he lied on the forms instead.

OSC suspends Argosy Securities advisor over KYC misrepresentation, unauthorized trading

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

Have you outgrown the dealer model?

Have you outgrown the dealer model?

As advisory practices mature, Purpose Advisor Solutions explores why the model that supported early growth can start to feel restrictive

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

Why an AI slowdown has markets "on edge"

CIOs unpack whether model development will actually slow, and what that could mean for the ongoing AI buildout

Why an AI slowdown has markets "on edge"

Life insurers are losing clients at an alarming rate and advisors can help fix it

New global research exposes a consumer engagement crisis in life insurance, with clear implications for how advisors position and support coverage conversations

Life insurers are losing clients at an alarming rate and advisors can help fix it

How ETFs opened global markets for Canadian investors

Tyler Mordy explains how these investment vehicles opened up a universe of options for asset managers and retail investors

How ETFs opened global markets for Canadian investors

Canadian infrastructure pledges reach $85 billion across four announcements

BMO, Sun Life, and Power Sustainable set out private capital plans as research puts the municipal gap at $240 billion

Canadian infrastructure pledges reach $85 billion across four announcements

Private equity fundraising rebounds but slow exits test LP patience

New S&P Global data shows a market in transition, with capital flowing in even as holding periods hit multi-year highs

Private equity fundraising rebounds but slow exits test LP patience